Tableau Reports are available to all APPS users, and the reports and functionality available depend on your organisation's Tableau subscription. All Tableau users are able to export reports if required.
View Reports
- After logging in to APPS, navigate to the Tableau module from the dashboard on the left-hand side.
- Locate the report using the search field in the top right-hand corner if required. Click on the report name or image to open the report.
Export Reports
It is possible to download reports that have been created.
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Once you have opened the report, navigate to the download icon in the lower left-hand corner and click on the arrow to expand the menu. Click PDF.
Though various download options are available, the recommended download format is PDF.
- A pop-up window will appear. Use the dropdown options to select which pages to include, scaling, page size and orientation. Click Download.
- Your download will now begin. Once complete, your file will be available to view.
Share Report
Within Tableau, there is a functionality allowing you to monitor specific reports. This is set within the report.
- Once you have opened the report, navigate to the Watch icon in the lower left-hand corner and click on Share.
- A pop-up window will appear. Enter a the username of the user that you would like to share the report with, or use the sharing link.
The link can only be shared with users who have account permissions to view Tableau Reports. Though various sharing options are available, the recommended sharing format is to Copy Link.
Contact your Customer Success manager for more information about the various Tableau Reporting packages that are available, or if you require any assistance outside of what is outlined in the Help Center.