Report Center Report Catalog

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Using the Transaction Viewer

Use the Report Center > Report Catalog page to access predefined reports. Reports created using either the report builder or the transaction viewer are listed. A set of pre-defined Standard Reports, organized into report folders, is also provided.

Use the toolbar at the top to:

Create a New Report.

Select from the drop down to navigate to the Report Builder or the Transaction Viewer to create the new report.

Create a new folder by clicking Add Folder.

Use this option to create a new folder as a subfolder of the selected folder.

Copy a report or folder.

Select the report or folder to copy by checking the box next to the name.

Schedule a report.

Check the box next to the report name to include the report in a scheduled job.

Check the box next to a report or folder and click Share to make it available to others.


	Note Shared reports that contain user information are not available for viewing or use by delegated administrators who do not have permission to View user names and hostnames in reports. See Delegated Administration and Reporting for more information.

Delete a report or folder by checking the box next to the name and clicking Delete.

Search for a report.

Use the Search catalog field at the top right to search for specific words or phrases in a report title. The search results include the report name, the folder in which it is located, the report owner, and the last modified date. Reports can be managed directly from the results list. That is, you can select and run or edit a report from the list.


	Note Reports that were created by a delegated administrator with permissions to View user names and hostnames in reports can no longer be viewed, edited, or run if that option is later disabled for that delegated administrator. See Delegated Administration and Reporting for more information.

The left pane contains a list of folders.

Favorites is selected by default.

Use Favorites to identify the reports that are most frequently used. Add a report or a report folder to the favorites list by:

Clicking the star to the left of the report or folder name in the Report Catalog.

Clicking the star to the right of the report name in the Report Builder or Transaction Viewer.

The star turns yellow and the report is copied to Favorites.

Select a report and choose View in folder from the drop-down menu to locate the report in its original folder. Editing or copying a report can be done only from the original folder.

Click the star again to remove the report or folder from Favorites.

Select Standard Reports to display a list of predefined reports. Use these reports as they have been defined or use them as templates for new reports. Change the assigned columns or filters and Save the new report.

See Predefined reports for details on each report in the folder.

My Reports contains the folders and reports created and saved by the currently logged on administrator.

Reports and folders that have been Shared by Others are included in that folder.

Select a folder name to display the list of reports in that folder. The number of reports in the selected folder displays in the upper right of the pane. Use the breadcrumb displayed at the top of the report list to navigate back to the My Reports list.

Move folders and reports by dragging and dropping them to another My Reports folder.

The reports pane is populated with a list of the contents of the folder selected in the left pane, including:

The Name of the report or subfolder.

Hover over a report name to see a description of the report.

The Type of entry in the Name column.

For reports, this indicates whether the report was created using the Report Builder (Grouped) or Transaction Viewer (Transaction).

The Date Range assigned to a report when it was created.

The date that the report was last Modified.

By default, the table is sorted alphabetically by Name, with folders listed first. Select one of the other columns to sort by the values in that column. Select the column again to sort in reverse order.

Click on a report to drill down into the Report Builder or Transaction Viewer.