Introductionimport { Callout } from ‘nextra/components’
Use Reports
Goal: Understand when to open a report from a table and how reports differ from table exports.
Before you start
- Open a table that shows Show in Report.
- Make sure you have permission to view reports for that area.
What reports are for
Reports provide a formatted view of information. They are useful when you need a document-like output for review, sharing, printing, or management reporting.
Reports are different from table exports. A table export downloads the visible table data. A report may use a designed layout and may include information arranged differently from the table.
Open a report from a table
When reports are available for a table, use Show in Report and select the report you want to open.
IN-YACHT opens the report in a viewer so you can review the information before deciding what to do next.
[PLACEHOLDER: screenshot - table toolbar with Show in Report opened and a report selected]
When the report option is missing
If Show in Report is not visible, the table may not have reports configured, or you may not have permission to view them.
Result
You can tell when to use a report and when a table export is enough.