You can use the toolbar to perform a number of actions
on reports.
The following table identifies and describes the Reports toolbar
options.
Table 1. Report toolbar options
| Option |
Description |
| Group |
|
| Manage Groups |
Click Manage Groups to
manage report groups. Using the Manage Groups feature,
you can organize your reports into functional groups. You can share
report groups with other users. |
| Actions |
Click Actions to perform
the following actions:
- Create - Select this option to create a
new report.
- Edit - Select this option to edit the selected
report. You can also double-click a report to edit the content.
- Duplicate - Select this option to duplicate
or rename the selected report.
- Assign Groups - Select this option to assign
the selected report to a report
group.
- Share - Select this option to share the
selected report with other users. You must have administrative privileges
to share reports.
- Toggle Scheduling - Select this option
to toggle the selected report to the Active or Inactive state.
- Run Report - Select this option to generate the selected report.
To generate multiple reports, hold the Control key and click on the
reports you want to generate.
- Run Report on Raw Data - Select this option
to generate the selected report using raw data. This option is useful
when you want to generate a report before the required accumulated
data is available. For example, if you want to run a weekly report
before a full week has elapsed since you created the report, you can
generate the report using this option.
- Delete Report - Select this option to delete
the selected report. To delete multiple reports, hold the Control
key and click on the reports you want to delete.
- Delete Generated Content - Select this
option to delete all generated content for the selected rows. To delete
multiple generated reports, hold the Control key and click on the
generate reports you want to delete.
|
| Hide Interactive Reports |
Select this check box to hide inactive report
templates. The Reports tab automatically refreshes
and displays only active reports. Clear the check box to show the
hidden inactive reports. |
| Search Reports |
Type your search criteria in the Search
Reports field and click the Search Reports icon.
A search is run on the following parameters to determine which match
your specified criteria:
- Report Title
- Report Description
- Report Group
- Report Groups
- Report Author User Name
|