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Administration Guide

Managing reports

Managing reports

You can manage reports by going to Reports > Report Definitions > All Reports. Some options are available as buttons on the toolbar. Some options are available in the right-click menu. Right-click a report to display the menu.

Option

Description

Run report

Generates a report.

Report

See below for report options.

Create New

Creates a new report. You can choose whether to base the new report on a report template.

Edit

Edit the selected report.

Clone

Clones the selected report.

Disable Schedule

Disable the schedule for the selected report. You can enable schedules, if needed, by editing the report.

Delete

Deletes the selected report.

Remove from Folder

Remove the selected report from its current folder.

Move

Move the report to a new folder location.

Assign to Folder

Assign the selected report(s) to a folder. From the dropdown menu, select an existing report folder. Click the add icon to add an additional folder. When multiple folders are selected, reports are included in both folders.

Folder

See below for folder options.

Create New folder

Create a new folder. Folders can be nested.

Rename Folder

Rename the currently selected folder.

Delete Folder

Delete the currently selected folder. Folders which include reports cannot be deleted.

More

See below for more options.

Import

Imports a report from a management computer.

Export

Exports a report to a management computer.

Show Scheduled Only

Filters the list to include only reports that have been run or are scheduled to be run.

This setting is only available in the toolbar.

Managing reports

You can manage reports by going to Reports > Report Definitions > All Reports. Some options are available as buttons on the toolbar. Some options are available in the right-click menu. Right-click a report to display the menu.

Option

Description

Run report

Generates a report.

Report

See below for report options.

Create New

Creates a new report. You can choose whether to base the new report on a report template.

Edit

Edit the selected report.

Clone

Clones the selected report.

Disable Schedule

Disable the schedule for the selected report. You can enable schedules, if needed, by editing the report.

Delete

Deletes the selected report.

Remove from Folder

Remove the selected report from its current folder.

Move

Move the report to a new folder location.

Assign to Folder

Assign the selected report(s) to a folder. From the dropdown menu, select an existing report folder. Click the add icon to add an additional folder. When multiple folders are selected, reports are included in both folders.

Folder

See below for folder options.

Create New folder

Create a new folder. Folders can be nested.

Rename Folder

Rename the currently selected folder.

Delete Folder

Delete the currently selected folder. Folders which include reports cannot be deleted.

More

See below for more options.

Import

Imports a report from a management computer.

Export

Exports a report to a management computer.

Show Scheduled Only

Filters the list to include only reports that have been run or are scheduled to be run.

This setting is only available in the toolbar.