The Reports button displays a list of reports the user has been given access to. Use the search box and/or report categories to filter the displayed reports.
| Category | Description |
|---|---|
| All Reports | Displays all reports in the list. |
| Standard Reports | Displays standard reports in the list which cannot be adjusted but they can be copied. |
| Company Reports | Displays reports that have been uploaded to your database to share across your organization. |
| My Reports | Displays reports that were created in the specific Excel workbook. These reports do not show across multiple files unless they are uploaded as Company Reports. |
| Button | Description |
|---|---|
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Clears the search box and refreshes the report list. |
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This is used to upload Company Reports to your database to share across your organization. |
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Opens the Query Editor section for you to create a new report. |
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Deletes the selected reports. |
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Copies the selected reports with “_COPY” appended to the report name. |
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Downloads the selected reports. |
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Saves the selected reports to the TAD Sheet in order to download in the future. |
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Closes the TAD Query form. |
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