How to Run, View, Filter, Sort, Save and Export Reports (Desktop)
Use Tenna reports to quickly find the data you need, tailor the results to your workflow, and keep useful report views for later. This covers the basic actions to take when working with reports.
Permission Requirements: To create account level reports, the "Create Account Level Report" permission must be turned ON. To schedule distributions, the "Schedule Distributions" permission must be turned ON. To view all reports and distributions, the "View All Reports & Scheduled Distributions" must be turned ON.
In this article:
NOTE: Reports can only be accessed on a desktop, not in the Tenna App.
How to Run a Report
- 1
- Open Reports from the left navigation or top navigation menu.
- 2
- Select your Report.
Option 1. Select the "eye" icon to enter a report from the main Reports page.
Option 2. Select a report name directly from the drop down from the top navigation.
NOTE: The top navigation bar provides a shortcut to reports. Any custom reports you create and save will be available for quick access here.
- 3
- Review the report grid, available columns, date range, and actions in the header.
Once the report loads, you can adjust the view to focus on the data that matters most.
How to Sort and Filter Reports
You can sort columns and use filters to drill down into your report until it shows only the data you want.
All users can filter and sort reports, grids and lists.
- 1
- Use the date selector to choose a preset range or custom date range.
- 2
- Use the filters panel to apply filters and narrow search results.
- 3
- Use the column headers to reorder columns to customize for relevance.
NOTE: Filtering helps narrow down the results shown on the screen, while sorting changes the order in which those results appear.
How to Save a Report View
After you've adjusted the report to display specific data points, save the report to maintain the view for future use. Reports can be saved by either clicking the "Save" or "Save As" icon.
Save vs Save As
| Feature | Save | Save As |
| Action | Overwrites existing report | Creates a new copy |
| Available on Global Reports | No | Yes |
| Rename the report | No | Yes |
| Set organization access | No | Yes (wilth permissions) |
| Preserves original | No | Yes |
When to use
Use Save when you want to update your existing report with new configurations.
Use Save As when you want to keep the original intact and create a variation, or when working with a Global Report.
How to Export Data
Use the export function when you want a copy of the report outside of the Tenna platform.
- 1
- Run your report and organize your data so the desired information is visible.
Remember to save your report if you would like to run it again in the future.
- 2
- Click the Export icon at the top right of the screen.
A window will appear to specify the information you want to export.
- 3
- Select the file type and results you want to export.
NOTE: The file types vary between Legacy Reports and the Reporting Engine.
Export Only Displayed Results will export only the current screen (100 results).
Export All Results will export every page in the report.
Once you have selected your format, the file will be downloaded to the Downloads folder on your machine with the name of the Report and the file type.
NOTE: The export will include any filters you applied, however, it will bring in all report columns regardless of whether you had them shown or hidden.