Adding Reports to Collections

Adding Existing Reports

Reports can be added to a collection by users with content creation access. There are two methods for adding reports to collections:

Method 1: From the Report Ribbon

1. Click the report in the Project Explorer.
2. On the Report tab, in the Grouping group, click Assign to Collection.
3. From the drop-down list, select the collection to which the report should be added.

Method 2: From the Manage Report Collections Dialog

1. On the Project tab, click Report Collections.
2. Select the target collection from the Available Collections list.
3. Drag and drop reports from the available reports list into the collection.
4. Click Close to save changes.

Removing Reports from Collections

Method 1: From the Report Ribbon

1. Navigate to the report and check out the report.
2. On the Report tab, in the Grouping group, click Assign to Collection.
3. Click the red X next to the collection name in the menu that appears.

Method 2: From the Manage Report Collections Dialog

If you have content creation access, click the red X on the right side of the report record within the collection.

Report Display Options in Collection

Instead of removing a report from a collection, you can hide it from the navigator while keeping it in the collection. This is useful when you want to temporarily prevent access to a report (for example, when its data is not yet available) without deleting the report from the collection structure.

To hide a report in a collection:

1. On the Project tab, click Report Collections.
2. Select the collection containing the report.
3. Clear the Show in navigator checkbox next to the report name.
4. Click Close.

Best Practice: Never delete out-of-the-box (OOTB) reports from a collection. Instead, hide them using the Show in navigator checkbox. This preserves your ability to show the report later when its data becomes available.