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 this folder tree.

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 template 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

A folder for each installed module has been created for you. You can use these or create your own.

• Add Folder - Adds a report template folder with a specified name.
• Add - Adds a report template in the selected folder.
• Share - Shares a folder with user roles and individual users. See guidelines for share rights to objects within folder trees in the Folder RightsFolder Rights topic.

When a report definition is selected

• Add - Adds a new report template in the selected folder (see Add / Edit Report Template).
• Edit - Edits a selected report template (see Add / Edit Report Template).
• Delete - Deletes a selected report template.

  Note: System report templates cannot be edited or deleted but can be copied.

• Rename - Renames a selected report template.
• Publish / Unpublish - Toggles between these two states. Clicking Publish enables a report template to be used to create a report definition. Clicking Unpublish prevents a report template from being used to create a report definition (see Report Definitions).
• Copy - Creates a copy of an existing report template.
• Preview - Generates a report for the current user only, based on a selected report template.