Managing reports shortcuts

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

  1. In the header of Dev Studio, select the portal in which you manage reports.
  2. In the left navigation pane, open the Report Browser by clicking Reports.
  3. Hover over a report, and then click the Actions icon.
  4. Manage the report by performing one of the following actions:
    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 the 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.