NXT Reports need ability to preview report/

Not having to wait until after you have ran the report to determined it's not what you expected would be extremely helpful.

  • Gwen Capers-Singleton
  • May 21 2025
  • Reviewed: Voting Open
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  • Tiffany Harder commented
    October 24, 2025 14:14

    https://renxt.ideas.aha.io/ideas/RENXT-I-7961 and this idea need to be combined.

  • Jessica Smith commented
    August 27, 2025 18:24

    Heck yeah! I have run reports and as soon as the preview came up I knew it was not what I needed. To have to wait for a PDF to generate, then go download it just to see it's wrong is frustrating. And if you forget to delete that wrong report??? Now you're going back trying to figure out what report with that name is the right one.

  • Susan Walters commented
    July 18, 2025 14:29

    YES! So. Many. Things. in webview need to be preview-able. It slows us down way to much having to download something then find it and open it, just to see that it's not what we needed.

  • Tina Polin commented
    June 27, 2025 17:31

    Thank you for suggesting this! It is why I haven't used the reports in NXT!

  • James Belich commented
    June 02, 2025 12:50

    Agreed - the current process for having to download a report in web view is a bit cumbersome.

  • JoAnn Strommen commented
    May 23, 2025 16:42

    So agree, want to see that I have all the expected data, did I select the correct rating field, did I miss something? Or maybe I just need a figure/count from the report and don't even need it downloaded.
    Want to be able to give report a custom name.

  • Heather MacKenzie commented
    May 22, 2025 23:06

    I need to ensure the report is showing the information I want it to on the screen - having to download them ALWAYS before being able to look at it is going to slow me down SO much. Also, I don't always want to download or print the report. Why should I have to download it if I don't need it? Being able to only preview the PDF format would be fine.

  • Chris DeFilipp commented
    May 22, 2025 13:28

    I agree here, though I understand the preview may not be available for .csv exports, for .pdf exports it would be incredibly helpful. I would specifically add that it's frustrating to have reports auto-download without the ability to change the export name or save to a specific place on your hard drive/shared drive (when you don't even know it's exporting correctly) feels like it adds multiple steps to the workflow, and having a preview that then allows you to save it once (instead of multiple times if you ran the report wrong) would also help with data cleanliness on our computers.

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