Report Folder Trees

Report definitions are organized using two folder trees in the middle pane, underneath Private and Shared cabinets. Use the following options to manage objects in these folder trees:

Always Available

• (Apply Filter) - Enter text in the filter edit box, then click the funnel icon to apply filtering to the folder trees. Filtering is case-insensitive. Match occurs if filter text is found anywhere in the folder trees.

When a Cabinet is Selected

• Collapse All - Collapses all branches of the folder tree.
• Expand All - Expands all branches of the folder tree.

When a Folder is Selected

• Folder Properties - Displays in the right hand pane. Displays the owner and effective rights of the folder.
• New
  • Folder - Creates a new folder underneath the selected cabinet or folder.
  • Report - Creates a new custom report definition in the selected folder of the folder tree.
  • Legacy Report - Creates a new legacy report definition in the selected folder of the folder tree.
• Delete - Deletes a selected folder.
• Rename - Renames a selected folder.
• Share - Applies to Shared cabinet folders only. Shares a folder with user roles and individual users. See guidelines for share rights to objects within folder trees in the Folder Rights topic.

When a Report Definition is Selected

• New
  • Report - Creates a new custom report definition in the selected folder of the folder tree.
  • Legacy Report - Creates a new legacy report definition in the selected folder of the folder tree.
• Edit - Edits the selected report definition.
• Copy - Copies the selected report definition.
• Make Template - Applies to custom report definitions only. Saves a report definition to a selected Report Templates folder. For example, users may create useful enhancements to their own report definitions. These in turn might be worth converting into report templates that other users can base their own report definitions on.
• Delete - Deletes the selected report definition.
• Run Now - Publishes a report immediately based on the selected report definition.
• Schedule - Schedules publishing of a report based on a selected report definition.

  Note: This Schedule button may be hidden for a standard user. This button is enabled using the System > System Preferences > Enable Scheduling node on the User Roles - Access Rights tab.