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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Import |
Imports a report. To import a report, you need the REPORT DESIGNER role and WRITE permission on the target folder where you want to import these reports. For more information, see Import 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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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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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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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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Share |
Assigns appropriate permissions to access and manage the Report. Share—Grants View and Edit permissions for the Report within your group. |
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Permalinks |
Displays the Report permalink. For more information, see Permalink for a Report.
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