Managing reports
You can manage reports by going to Reports > Report Definitions > All Reports. Some options are available as buttons on the toolbar. Some options are available in the right-click menu. Right-click a report to display the menu.
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Option |
Description |
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Run report |
Generates a report. |
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Report |
See below for report options. |
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Create New |
Creates a new report. You can choose whether to base the new report on a report template. |
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Edit |
Edit the selected report. |
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Clone |
Clones the selected report. |
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Disable Schedule |
Disable the schedule for the selected report. You can enable schedules, if needed, by editing the report. |
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Delete |
Deletes the selected report. |
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Remove from Folder |
Remove the selected report from its current folder. |
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Move |
Move the report to a new folder location. |
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Assign to Folder |
Assign the selected report(s) to a folder. From the dropdown menu, select an existing report folder. Click the add icon to add an additional folder. When multiple folders are selected, reports are included in both folders. |
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Folder |
See below for folder options. |
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Create New Folder |
Create a new folder. Folders can be nested. |
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Rename Folder |
Rename the currently selected folder. |
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Delete Folder |
Delete the currently selected folder. Folders which include reports cannot be deleted. |
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More |
See below for more options. |
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Import |
Imports a report from a management computer. |
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Export |
Exports a report to a management computer. |
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Show Scheduled Only |
Filters the list to include only reports that have been run or are scheduled to be run. This setting is only available in the toolbar. |
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