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Managing reports shortcuts

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Manage report shortcuts by renaming, moving, copying, or deleting them. The Report Browser displays manageable report shortcuts in the form of tiles.

  1. If the App Studio is not in the preview mode, in the header, click Preview application.

  2. In the header of App Studio, select a portal in which you manage reports.

  3. In the left navigation pane, open the Report Browser by clicking Reports.

  4. Hover over the report, and then click the Actions icon.

  5. Manage the report:

    Choices Actions
    Open the report Click Open.
    Edit the report details
    1. Click Edit.

    2. To edit the report title, in the Report title field, enter a new title.

    3. To edit the report description, in the Report description field, enter a new description.

    4. Click Submit.

    Move the report to a different category
    1. Click Move.

    2. In the Report category list, select the category to which you want to move the report.

    3. Click Submit.

    Copy the report shortcut
    1. Click Copy.

    2. To edit the report title, in the Report title field, enter a new title.

    3. To edit the report description, in the Report description field, enter a new description.

    4. In the Category type list, set the report to public or private.

    5. In the Report category list, select the report category.

    6. Click Submit.

    Remove a tile from the list Click Remove.
    Delete a report
    1. Click Delete.

    2. Click Submit.

    Schedule a report run
    1. Click Schedule.

    2. Under the Task Scheduling section, schedule a run, and then click Submit.

      For more information about scheduling reports, see Scheduling reports.

  • Adding columns to reports

    Extend the report scope by including a property or a calculation in the report. For example, you can include a calculation that displays the difference in hours, days, or months between two dates of your choice.

  • Creating a report

    In addition to using the standard reports, you can create your own reports to meet additional business needs. For example, you can decide which columns to display in your report by using the Report Editor.

  • Running a report

    Access and analyze relevant information in clear and organized reports. For example, you can monitor system performance by running regular reports that can contain such details as the time spent to perform a task.

  • Standard reports and categories

    All reports are organized by categories. Each report must belong to one category, but you can have report shortcuts to the same report in more than one category.

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