x

The tasks you are allowed to perform depend on the type of folder you have selected. In general you can open or delete a folder, but you cannot delete the Custom Reports, Deferred Reports Output Reporting Object, or Saved Parameter folders. To access the folder options, right-click a folder that contains reports. The following image shows the menu options for a Reporting Object folder.

The Custom Reports folder also allows you to create a new Custom Report (select New, then Custom Report) and a new folder under the Custom Reports folder (select New, the Folder).

Choosing the Delete option will delete all of the reports in the selected folder. A confirmation is requested before the reports are deleted.

x

You can copy, delete, rename the report, and view report properties of finished output, such as saved deferred output and distributed ReportCaster output. (In Managed Reporting Domain Builder, only the delete and properties options are available.) To access these options, right-click a deferred report item located in the Deferred Reports Output folder, as shown in the following image.

The finished output cannot be opened, run, run deferred, or edited because it may contain secured data that is only visible to the user who ran the report initially. However, the finished output can be deleted and the properties can be changed.

x

Right-click a report in the User Management tree to access the report task menu. The options that appear in the drop-down list depend on the type of report that is selected. The following image shows an example of a report menu for a My Report created from a Reporting Object.

The Administrator can also access Custom Reports in a User's Reports folder if the user has advanced privileges. The following images shows the report menu options available for a Custom Report.

The possible options available from a report drop-down list are:

• Open. (Managed Reporting Applet interface.) Opens the report in the tool that was used to create the report, such as, InfoAssist, Power Painter, Report Assistant, or Graph Assistant.
• Edit Source. (Managed Reporting Applet interface.) Edit the source code for the report directly with the text editor.
• Edit in Developer Studio Tool. Open the report in the Developer Studio tool. From there, you can make changes and then either save to the same file, or save to a new file name. Saving to a new file is recommended because this leaves the original report untouched, which the user can view for comparison.
• Edit in Text Editor. Edit the source code for the report directly with the text editor.

  Note: Do not alter the internal Dialogue Manager code in the procedure or the report may not run.

• Edit in Associated Tool. Opens the report in the tool that was used to create the report, such as, InfoAssist, Power Painter, Report Assistant, or Graph Assistant.
• Run. Run the report.
• Run Deferred. Run the report deferred.
• Print. Print the report.
• Cut. (Managed Reporting Applet interface only.) Cut the report from the domain and copy it to the clipboard.
• Copy. Copy the report to the clipboard.
• Delete. Delete the report. A confirmation is requested before the file is removed.
• Rename. Assign a new name to the report.
• Properties. View and change properties. For example, a report can be unshared.

Note:

• A report runs with the WebFOCUS Server ID of the Managed Reporting Administrator, not the user, which may produce different report results.
• Because of their internal structure, Saved Parameter reports created from an HTML Composer form with the Save Values option should not be edited. Doing so could render them unusable.
• The Edit Parameters option is not available for Saved Parameter Reports saved with parameter values for the auto prompt form. You can edit saved parameter values that are selected by default when the auto prompt form launches, or you can edit the -DEFAULT values for the procedure (FEX) using the text editor.
• MR Administrators cannot access Deferred Reports that belong to a user from the Deferred Status Interface. Selecting the Deferred Status option displays the Deferred Reports submitted by the MR Administrator who is currently logged on.