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# Use multiview reports

This section explains how to create, modify, and run a multiview report in the web client.

To create, modify, or delete a public report, you need the Manage Public Reports privilege.

In this topic:

## Create multiview report

A multiview report can include up to four different reports displayed together in the content pane.

To create a multiview report:

1. In the web client, open the Reports view.

2. In the navigation pane, select the Multi View folder.

   Optionally, expand the folder and select a category, Favorite Reports, My Reports, or Public Reports.

3. On the toolbar, click New Report .

4. In the Create a New Multiview Report wizard, enter the report's details:

   Field | Description
   --- | ---
   Report Name | Enter a new or existing report name. The report name is specific to your OpenText Dimensions CM user ID. Different users can have reports with the same name.
   Is public | Select this option to make the report available to other users. Keep this option cleared if you want to be the only one who can view the report.
   Choose the number of reports you want to display | Select 2, 3, or 4 reports to display.
   Format | Select one of the available formats. The format determines how the reports are arranged in the content pane.

5. Click Next.

6. On the Find and Add Reports page, from the Report Filter, select the type of report to include in the multiview report. To narrow down the list of displayed reports by name, enter a filter expression. Then click Search.

7. From the Report Results list, select the report to include in the multiview report. Click the plus icon (+) next to the report.

   The name of the report is displayed in the Reports Currently Selected list.

8. (Optional) Add more reports, as needed.

   To remove a report, click the minus icon (-) next to the report in Reports Currently Selected list.

   To change the order of a report, click the up or down arrows next to the report in Reports Currently Selected list.

9. To have this report displayed in your home view, select Set as Home view.

10. Click Create.

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## Modify multiview report

When editing a multiview report, you can modify a report or create a new report based on an exiting report.

To modify a report or create a new report from an existing one:

1. In the web client, open the Reports view.

2. In the navigation pane, select the Multi View folder.

   Optionally, expand the folder and select a category, Favorite Reports, My Reports, or Public Reports.

3. In the content pane, click the report name. The Modify a Multiview Report dialog box opens.

4. To update the report, change the report details, as described in Create multiview report.

5. To create a new report based on an existing one, in the Report Name field, enter a new name and change the report details, as needed.

6. Click Save.

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## Run and use multiview report

After you save your multiview report, you can run it by selecting the report in the navigation pane.

OpenText Dimensions CM runs the reports included in the multiview report and displays them in the content pane.

Note: If any reports were created to prompt for a runtime value or relationship, you need to specify that first before running the report.

To work with a multiview report:

1. To expand a report in a multiview report, click Expand Report in the upper-right corner of the content pane.

   Or select the report under the relevant multiview report in the navigation pane.

2. To collapse a report in a multiview report, click Collapse Report in the upper-right corner of the content pane.

You can also specify a multiview report in your initial view. For details, see Change the web client's general settings.

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## Delete multiview report

You can delete multiview reports you no longer need.

To delete one or more multiview reports:

1. In the web client, open the Reports view.

2. In the navigation pane, select the Multi View folder.

   Optionally, expand the folder and select a category, Favorite Reports, My Reports, or Public Reports.

3. In the content pane, select one or more client reports to delete.

4. On the toolbar, click Delete, and then confirm the deletion.

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https://admhelp.microfocus.com Dimensions CM 8942
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