creating portal report in 16.2

erickp over 7 years ago

In Appian 7.10, I had the option to create portal reports from the old designer by going to the Reports tab. In 16.2, we don't have the Reports tab anymore. I am in need of creating a portal report to be able to view ALL of the active tasks and export it to excel. Is there any way to do this in 16.2?

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0 Poorna Guduri
A Score Level 1
over 7 years ago

Hi erickp, added to above there is another way.
Please browse through the following Hierarchy in Designer mode:
Documents Tab>Default Community>System Knowledge Center>System Reports.

Here you will be able to see all kinds of Portal Reports which are stored as documents in respective folders. Each folder contains set of related Reports. Click on (View) instead of clicking on the name of the report document. Then you will be able to see the results of the report and the edit controls as well. So, you can save a copy of it and do the needful according to your requirement.

If you click on the name of the document, it gets automatically downloaded if you are in Chrome and if you are in Internet Explorer it prompts you select an option to open/save/cancel.
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0 Poorna Guduri
A Score Level 1
over 7 years ago

Hi erickp, added to above there is another way.
Please browse through the following Hierarchy in Designer mode:
Documents Tab>Default Community>System Knowledge Center>System Reports.

Here you will be able to see all kinds of Portal Reports which are stored as documents in respective folders. Each folder contains set of related Reports. Click on (View) instead of clicking on the name of the report document. Then you will be able to see the results of the report and the edit controls as well. So, you can save a copy of it and do the needful according to your requirement.

If you click on the name of the document, it gets automatically downloaded if you are in Chrome and if you are in Internet Explorer it prompts you select an option to open/save/cancel.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

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