A variety of options are available in both Standard and User Created Reports.

Best Practice: Access the New Experience & Analytics with Chrome. 

Table of Contents

• • Standard Reports
  • User Created Reports
    • View Report
    • Edit Report
    • Delete Report
    • Download Report
    • Clone Report
    • Share Report
    • Schedule Report
    • Make Public

Standard Reports

Standard Reports can be viewed, downloaded, cloned, and scheduled from the Options menu on the right side of each report.

User Created Reports

User created reports can be viewed, edited, deleted, downloaded, made public, cloned, shared (January 2024 release) and scheduled from the Options menu on the right side of each report. By default, user created reports are private. 

View Report

Click the corresponding Report name or click View from the Options menu to open the report.

Edit Report

User Created Reports can be edited as you see fit. Click Edit from the Options menu for the corresponding Report.

Delete Report

User Created Reports can be deleted as needed. Click Delete from the Options menu for the corresponding Report. Public Reports created by other users can only be deleted by the Report creator listed in the Created By field. 

Download Report

Reports can be downloaded. Click Download from the Options menu for the corresponding Report. Provide a file name and select either .CSV or .XLS as the download option. Click Download to save the file.

Important Note!

When downloading a report larger than 5,000 lines, use the Download option within the Report directly. Click the small gear icon at the top right within the Report and select Download. 

On the Download modal, click All results to ensure the Report download includes all results, not just the 5,000 rows displayed on the Report canvas in Ordway. 

Clone Report

Existing Reports can be cloned and customized as you see fit. Click Clone from the Options menu for the corresponding Report. Edit the cloned Report Name and click Save.

• Note: Report Names cannot include special characters. 

Cloned reports can be filtered via the Simple Report Builder or further customized. Use the Advanced Report Builder to add fields, pivot data, and more. 

Share Report

User Created Reports can be shared with specific users within your organization. When a new report is created by a user, the report is automatically set to Private. Changing the setting to Public via the options menu makes it viewable to all users in your organization. 

The Share option is used to route a specific report to one or more individuals. Click Share from the Report options menu. 

Type the recipient email address or select from the available drop-down menu. Multiple recipients can be added when sharing a report. Click Save when finished to share the report. 

Users can edit report sharing settings as needed from the report options menu. Click Edit Sharing. 

Add or remove recipients as needed and Save when finished. 

Schedule Report

Existing Reports can be scheduled to run at a variety of intervals. Click Schedule from the Options menu for the corresponding Report. Read more about Scheduling Reports.

Make Public

User created reports can be made publicly available to share with your entire organization. Click Make Public from the Options menu for the corresponding Report. 

Once the Report is made public, the Visibility column reflects Public. Public reports are available to all users within your organization.