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Managing reports shortcuts

Updated on April 5, 2022

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:
    ChoicesActions
    Open the reportClick 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 listClick 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.

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