Actions on the Reports Management Screen

Actions such as running the report and managing who can access the report are available to you based on your permission level and the report type you selected.

Contents

Field Description
Run

Use this action to run the report.

Edit

Use this action to open the step-by-step wizard to edit report contents, such as columns or filters.

Share

Use this action to change who can access the report.

Copy

Use this action to create a copy of the report.

Export Report

Use this action to export a report.

Delete Report

Use this action to delete the report from the system.

Schedule

Use this action to schedule the report to run automatically at certain dates/times.

Report Tags

Use this action to add keywords to help users find the report.

Change Owner

Use this action to select a different user as the owner of the report.

Report Status

Use this action to disable or enable the report. If a report is disabled, it cannot be run nor will the Scheduler attempt to send it. NOTE: If the report time-outs reach 10 due to some type of error, the Reporting Tool disables the report automatically.