Common Features > Managing Documentation > Generating Documentation > Generating Analysis Reports > Using the Content of an Analysis Report
Using the Content 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. Display the report.
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 analyzed portfolio), you must click Refresh the Report to take into account the new data to analyze before refreshing the report chapters: otherwise, it is the previously selected data that will be updated.
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 at a specific time but you can refresh it to take into account the changes of the data it contains.
To save a report:
1. Open the report.
2. At the top right of the report, click More > Save As Report .
3. Enter the Name of the report.
4. Click OK.
The report is saved in your reports (Other Reports > My Reports folder).
*You can modify the name of the report and open the report to edit and customize it; see Managing 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.
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 but does not apply to VB or VBScript reports.
*For more details on macros, see HOPEX Power Studio - Report Studio documentation.
By default, the export generates an .XLSX file. To generate the report in .XLS format, see Managing Report Options.
Excel export limitations:
• Certain charts such as the Gantt chart are not supported.
• Views of over three dimensions are not processed.
To export the content of the Excel format report:
1. Open the report.
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 specific report chapter.
*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 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 content of the series is listed below the report.
In the list, you can click:
• Properties , to view the properties of an item in the series.
• Excel , to export the items of the series in .xlsx format.
• Instant Report , to generate an instant report for the series.
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