Sort, Search and Preview your Published Reports. Published Reports are Reports or Bundles you've previously saved with all the data at a point in time. This will allow you to confirm in Calxa what a particular report or bundle contained at the time you originally distributed it. You can also set up a folder structure in Calxa to organise your published reports.


In this help article we'll look at searching, sorting and downloading published reports. For details on publishing reports or managing folders see these help articles - Manage Folders and Publish your Reports.


Contents


First you need to navigate to the Published Reports menu. Select Reports -> Published from the top menus.  

Published Menu



Now select the folder you want to view from the left navigation.

Select Folder



Published reports are listed in a tiled fashion as shown below. 

  1. Each tile represents a single Published Report or Bundle. 
  2. The name given to the published report. 
  3. The Report Template or Bundle name.
  4. The Report Month used when this report was first run. 
  5. Timestamp when the Report or Bundle was Published.  

List of published reports and meta-data properties

Search Reports

Enter a search parameter into the search field. The search parameter is matched on all properties except the timestamp.

Search



Sort Reports

Click the Sort By option and select a property to sort the reports by that property. 


SORT BY



Open Report

To open and preview a report click the open report icon in the upper right corner of the report tile. 


Open Report


For details on the Report Preview screen including options to export in multiple formats please see the help article - Preview a Report.



Download PDF

To download a PDF of the Published Report, click the ellipsis and select the Download report from the drop-down.


Download PDF



Rename or Move Report

To rename a report or move it to a different folder, click the ellipsis and select the Rename report option. 


Rename Report



Update the Name field and click Save


Rename



If you update the Folder field and Save this will move the Published Report to that Folder. 


Move Folder