Actions in 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.

Action 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.
Delete Use this action to delete the report from the system.
View Chart Use this action to run the report data using a graphical chart.
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 system will disable the report automatically.