> For the complete documentation index, see [llms.txt](https://documentation.connexica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.connexica.com/pages-reports/report-viewer.md).
# 14. Report Viewer
Report Viewer provides users with a simplified interface to view, drill down, filter and print reports.
The Report Viewer functionality is a restricted “view only” licence feature. Full users can access published reports through the Report Viewer interface without any additional licences. Please contact the system administrator for more information.
## Accessing Report Viewer
Report Viewer is accessed via the external URL generated when exporting a report, or by the **Viewer** link in the \[Portal]\(doc:Technical Documentation.CXAIR.User Guide.6. User Preferences.WebHome||anchor="Portal") page that can be specified in the \[User Preferences]\(doc:Technical Documentation.CXAIR.User Guide.6. User Preferences.WebHome). Please refer to the \[Selected Reports]\(doc:Technical Documentation.CXAIR.User Guide.3. Report Administration.WebHome||anchor="Selected Reports") section of the \[Report Administration]\(doc:Technical Documentation.CXAIR.User Guide.3. Report Administration.WebHome) chapter for more information concerning the creation of links.
When the Login screen is accessed, populate the **Username** and **Password** fields with the relevant credentials and click **Login** to access the solution.
To reset a password, populate the **Username** field and click **Forgot Password?**. A reset password email will be sent to the associated email address.
{% hint style="info" %}
A user can only be logged into a single session at a time.
{% endhint %}
## Navigation
Upon logging in, the home screen will be presented. All folders and reports available to the user are displayed as tiles with a preview of the report, if generated, an icon to indicate the area of functionality, a description if specified and a **Last Updated** heading.
Enable the **Only Display Favourites** option to restrict the view to the reports that have been previously favorited. Favourite reports by clicking the **Favourite** icon located on the report preview image.
Use the search bar at the top of the page to filter reports via a dynamic search that will update the results as the search term is typed. Clicking **View** will open the relevant folder or report.
The following icons are available at the top of the screen:
| Icon | Description | | |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | ------------------------- |
| \[image:home.png\|\|height="23" width="30"]\(image:home.png\|\|height="23" width="30") | Home
Return to the home screen.
| | |
| \[image:icon\_return\_to\_report.png\|\|alt="undo.png" height="34" width="30"]\(image:icon\_return\_to\_report.png\|\|alt="undo.png" height="34" width="30") | Return to Report
Return to the original report after drilling on a value.
| | |
| \[image:First.png\|\|height="36" width="30"]\(image:First.png\|\|height="36" width="30") | First
Return to the first report in the current folder.
| | |
| \[image:previous.png\|\|height="39" width="30"]\(image:previous.png\|\|height="39" width="30") | Previous
Return to the previous report in the current folder.
| | |
| \[image:next.png\|\|height="39" width="30"]\(image:next.png\|\|height="39" width="30") | Next
Proceed to the next report in the current folder.
| | |
| \[image:last.png\|\|height="36" width="30"]\(image:last.png\|\|height="36" width="30") | Last
Proceed to the last report in the current folder.
| | |
| \[image:reload1.png\|\|height="30" width="30"]\(image:reload1.png\|\|height="30" width="30") | Reload
Reload the report.
| | |
| \[image:back to folder.png\|\|height="25" width="30"]\(image:back to folder.png\|\|height="25" width="30") | Back to Folder
Return to the previous folder view.
| | |
| \[image:comment.png\|\|height="28" width="30"]\(image:comment.png\|\|height="28" width="30") | Comment
Add and view the report \[Commentary]\(doc:Technical Documentation.CXAIR.User Guide.3. Report Administration.WebHome | | anchor="Commentary").
|
| \[image:export.png\|\|height="25" width="30"]\(image:export.png\|\|height="25" width="30") | Export
Export the current report, subject to user permissions.
| | |
| \[image:report\_viewer\_prefs.png\|\|alt="export.png" height="25" width="30"]\(image:report\_viewer\_prefs.png\|\|alt="export.png" height="25" width="30") | Preferences
Opens the Preferences window for the current user, where the Real Name and associated Email address can be entered in the relevant textbox. Click Set Password to update the password.
| | |
| \[image:log out.png\|\|height="30" width="30"]\(image:log out.png\|\|height="30" width="30") | Log Out
End the current session and return to the login screen.
| | |
## Filters
There are two types of filters:
* Filter Panel Filters — these are accessed as described below.
* Embedded Page Filters — these can exist in the actual report and do not require the filter panel to be used.
To access the filter panel, click the **>>** icon located at the top-left of the report. Use the provided options to manipulate the range of data and click **Filter** to apply the changes. To return the default view of the report, click **Clear Filters**.
If your user profile is allowed to save filter values, you will also see a **Save Filter** button in the filter panel. To use this, set the filters accordingly and click the **Filter** button to filter the data. Then click the **Save Filter** button to save the report with the filter values in place. This is only saved for your user and not all users.
Please refer to the \[Filters]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2b. Filters.WebHome) chapter for more information concerning the creation and use of report filters.
## Query Bar
If enabled by the system administrator, the query bar is available when viewing the underlying data for a report or a saved query. The original syntax used to derive the rows is displayed below. Please refer to the \[Query]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2a. Query.WebHome) chapter for more information regarding the querying functions and syntax.
## Selecting Unique Column Values
To select one or more unique values from a column, first click the relevant column heading. This will display a dialog box containing the unique column values.
To display the record count for each unique value, click the **Show Counts** button. If the current search or filter restricts the values that are displayed in the unique column count, click **Show Others** to display all values restricted by the search.
Click the **…** button to manually enter values or select the required values from the list and click **Apply** to complete the process.
## Display Fields
If enabled by the system administrator using the **Show Report Options** checkbox, it is possible to remove or change the order of the columns displayed when viewing the underlying data for a report or a saved query. Click the **Cog** icon, then click **Display Fields** to reveal these options.
Move fields between the **Available** and **Selected** boxes using the left and right arrows and use the up and down arrows to order the selected fields. Click **Apply** to save the changes or **Close** to discard any changes made. Changes do not persist when the report is re-loaded unless you use the **Set as Default** option.
## Add Reports to Viewer
{% stepper %}
{% step %}
## Select folders
On Load Screen, find the current CXAir Viewer link and click on the text to open a dialog box.
Click on the Reports Tab and de-select CXAir Viewer in the search options.
Find the folder that you want to add and click on the selection box in front of the folder name. Repeat this for all folders you want to add.
{% endstep %}
{% step %}
## Update the external URL
Click back to the Selected Reports tab and click on the button **Update External URL**, then close the load screen.
Check on Viewer and the new folder should be showing with the new reports inside.
{% endstep %}
{% step %}
## Add report previews
To add previews of the reports, open the report and take a screen shot.
Open load screen and open the cog menu next to the report. Select **Upload Report Preview**, then on **Selct File**, find your screenshot and click on close.
Go into Viewer to check that it has been saved correctly.
{% endstep %}
{% endstepper %}