Managing reports

The Report Catalog offers the options to run, edit, share, copy, schedule, and delete reports. You can also access the Report Builder to create and save new reports.

The actions available to you depend on the permissions configured – for example, you cannot delete reports in the Standard Reports folder.

Select a link below for further instructions.

Run a report

Add a new report

Copy a report

Edit an existing report

In the left-hand pane, navigate through the folder structure and select the subfolder containing the report you want. The reports appear in the table on the right of the screen.

Click the report you want to run. Alternatively, click the down arrow next to the report, and select Run from the menu.

The results are displayed in the Report Builder. See Viewing report results and Viewing detailed reports.

Add a new report

In the toolbar, click the New Report button, and select whether you want to use the Report Builder or Transaction View.

Define attributes (for a grouped report), filters, and date ranges for your report as described in Creating a report.

To save your new report to the Report Catalog, click the Save button in the toolbar.

Enter a name and optionally a description for the report. The name can be a maximum of 200 characters, and the description a maximum of 400 characters.

Select the folder to store the report in. By default this is the My Reports folder; if you have created subfolders, you can use the Folder drop-down to choose one of those.

Click Save Report.

Copy a report

Navigate through the Report Catalog to find the report you want to copy. This can be a standard report, one created by you, or a report shared by someone else.

Click the down arrow next to the report you want, and select Copy from the menu.


	Note To copy multiple reports, mark the check box to the left of each report, then click the Copy button in the toolbar.

If you are copying a standard or shared report, select the folder where you want to store the copied report. By default this is the My Reports folder; if you have created subfolders, you can use the Folder drop-down to choose one of those.

If you are copying one of your own reports, it is automatically saved to the same folder as the original. You can move it to a different location later if required; see Move items between folders.

Click Copy.

The report is saved to the selected location. If you are copying a report that you own, "Copy" is appended to the report name. You can now rename the report by clicking its down arrow and selecting Rename from the menu. You can also edit it as required.

Edit an existing report

Navigate through the Report Catalog to find the report you want to edit. This can be a standard report, one created by you, or a report shared by someone else.

Click the down arrow next to the report you want, and select Edit before running from the menu.

This opens the Report Builder or Transaction View, depending on whether you are editing a grouped or a transaction report.

Edit the attributes, filters, and date range of the report as required, then click the Update Report button in the toolbar.

If you are editing a report that you created, or a shared report for which you have editing permissions, you can save your changes by clicking the Save button in the toolbar. The report is saved with the same name and in the same location, overwriting the previous version.

If you are editing a standard report, or a shared report for which you do not have editing permissions, click the Save As button in the toolbar to save the edited report to one of your folders.

Share a report

In My Reports, click the down arrow next to the report you want, and select Sharing from the menu. Alternatively, mark the check box next to one or more reports, and click the Share button in the toolbar.


	Note You can also share a report after running it in the Report Builder.

In the popup window, select one of these options:

Not shared means you are the only person who can access the report. Select it if you want to remove sharing from a report.

View only allows others to run the report, but not save any changes to it.

Allow editing enables others to both run and save changes to the report.

Click OK.

The report now has the sharing icon next to it in the report list. Hover the mouse over the icon to see the sharing permissions allocated to the report.


	Note If a shared report is set to automatically detect the time zone, a user accessing the report will always get the report in their local time zone.

Schedule a report

In My Reports, click the down arrow next to the report you want, and select Schedule from the menu. Alternatively, mark the check box next to one or more reports, and click the Schedule button in the toolbar. You can select a maximum of 5 reports for each scheduling job.


	Note You can also share a report after running it in the Report Builder.

The Add Job scheduler window opens. For more information, see Scheduling reports.

Delete a report

In My Reports, click the down arrow next to the report you want to delete, and select Delete from the menu. Alternatively, mark the check box next to one or more reports, and click the Delete button in the toolbar.

In the popup window, click Delete to confirm.