Report Actions
The following table lists various actions that you can perform from the Reports.
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You can open a maximum of ten tabs at a time. |
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Report-level actions |
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New |
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Report |
Creates a new report in the selected folder.
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Folder |
Creates a new Folder. Use this feature to categorize reports.
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Toolbar actions |
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Refresh |
Refreshes the Reports page. Applies to all folder levels (root, sub folder, and report). |
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Favorites |
To easily access your reports, you can tag Reports as your Favorites. Click the star icon beside the Report name to add to Favorites. |
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Search |
Searches for a particular the Report. |
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Import |
Imports a report. To import a report, you need the Report Designer, Report Definition Designer, and Value List Collection Designer roles and the Edit permission on the target folder where you want to import these reports. For more information, see Import Reports.
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Ellipsis(…) actions |
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Edit |
Edits the Report details. In the edit mode, you can add, modify, and delete report details, views and thresholds, and filters. After editing the Report, click Finish.
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Save As |
Saves a copy of the report with a different name.
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Clone Report Definition |
If you want to create a copy of the Report Definition that is associated with the report being saved:
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Rename |
Renames a folder or a report.
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Move |
Moves Report or Folder from one folder to another.
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Set Default Filters |
Creates report filters. For more information, see Report Filters.
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Add Help |
Hosts the help page for Report Templates. For more information, see Add Template Help. |
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Delete |
Deletes a report or a folder.
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Permissions |
Assigns appropriate permissions to access and manage the Report. Groups—Grants View and Edit permissions for the Report.
Users—Grants View and Edit permissions for the Report to various users. Applicable only to Security Administrators.
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Permalinks |
Displays the Report permalink. For more information, see Permalink for a Report.
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Export |
Export any custom report or report folders. Reports and report folders are exported in a ZIP file format. To export a report or a report folder, you need the REPORT DESIGNER role. For more information, see Export Reports and Folders. |