Common Features > Managing Documentation > Generating Documentation > Generating Analysis Reports > Using the Contents of an Analysis Report
Using the Contents of an Analysis Report
Refreshing the content of an analysis report
HOPEX reports are generated dynamically. If the characteristics of an object described in the report change, the report content reproduces the changes during the refresh.
Some analysis reports contain report snapshots that save the input parameters and are used to reproduce the results of a report chapter more quickly when it is refreshed.
When the report has a snapshot, a comment specifies the date and the generation time of each report chapter.
Analysis reports without report snapshot
To implement an analysis report that does not contain a snapshot:
1. Open the report concerned.
2. In the report result page, click the refresh button located to the right of the report title.
You can also automatically reload a report chapter.
Analysis reports with report snapshot
The Refresh the Report button applies the input data selected.
The refresh button associated with a report chapter refreshes the content of the chapter using selected input data for the report.
Thus, if you modify the input data (for example, the name of the portfolio analyzed), you must click Refresh the Report to take into account the new data to be analyzed before refreshing the report chapters, without which the chapters update the previously selected data.
Saving the content of an analysis report
Depending on the HOPEX solutions, dynamic analysis reports are delivered by default. To keep the results of a report, you can save it. It is saved in the My Reports folder.
The report keeps the data saved on a specific date but you can refresh it to take into account the changes in data that it contains.
To save a report in a HOPEX solution:
1. Click the navigation menu, then Reports.
2. In the Reports navigation pane, click the report category.
For example, in ITPM, click on the Application category to access the reports that deal with applications.
3. In the edit area, click the report concerned.
Par example Application obsolescence.
The report is displayed in the Navigation edit window.
4. Click More > Save As Report .
Once saved, the report is available in the Other Reports > My Reports folder.
The report creation dialog box appears. It indicates the report description.
5. In the Create Report page, enter the report Name.
6. Click:
• OK to save the report as it is in your reports.
The report is saved in your reports.
*You can modify the name of the report and open the report to edit and customize it; see Customizing Your Reports.
• Next if you want to modify the input and display parameters of the report, then go to step 7.
7. (Optional) In the Parameters window, specify the input and/or display parameters of the report.
The Parameters window contains the sections:
• Parameters which contains parameters already specified, as well as additional formatting parameters.
• Presentation which contains customization parameters for the report display
8. Click Next.
The Report chapters window displays the report chapters that you can modify.
9. (Optional) In the Report Chapters window, select Open Automatically to expand the chapter automatically when it opens or when the report is refreshed.
10. (Optional) In the Report Chapters window, select Open Automatically to expand the chapter automatically when it opens or when the report is refreshed.
*By default, the chapters are folded.
11. Click OK.
The report is saved in your reports.
*You can modify the name of the report and open the report to edit and customize it; see Customizing Your Reports.
Exporting an analysis report in PDF or Excel Format
You can export the report content in RTF or Excel format.
*You can also print a report .
*To hide the export buttons on report chapters, see Managing Report Options.
Exporting a report in RTF format 
To export the entire content of the report in RTF format:
1. Open the report concerned.
2. In the report result page, click More > RTF .
*The first time you open a separate window, your navigator may request authorization to open unexpected windows. If this is the case, accept.
The report opens in MS Word.
Exporting a report in Excel format 
You can export certain report data in Excel format.
This feature is available for Java report chapters and does not apply to VB or VBScript reports.
*For more details on macros, see HOPEX Power Studio - Report Studio documentation.
By default, export generates an .XLSX file. To generate the report in .XLS see Managing Report Options.
Excel export limits:
• Certain charts such as the Gantt chart are not supported.
• Views of over three dimensions are not processed.
To export the content of the report in Excel format:
1. Open the report concerned.
2. In the report result page, click More > Excel to export the content of the entire report. You can also export the content of a report chapter in particular.
*The first time you open a separate window, your navigator may request authorization to open unexpected windows. If this is the case, accept.
The generated file displays an Excel sheet per data set (e.g.: table, tree, diagram), carrying the name of the set if it has one, or by default the name of the current report chapter followed by a digit (beginning with 1).
Viewing the details of a data series
In some reports you can view the content of a chart data series.
Example: in a quantitative type chart.
To view the content of a data series:
1. Open the analysis report.
2. In the chart, click the series for which you want to view the content.
Roll the mouse over the series to highlight it.
The Result window appears in the edit area and lists the content of the series.
In the list, you can click:
• Excel to export the elements of the series in .xlsx format.
• Instant Report , to generate an instant report for the series.
See also: