Overview of Managing Reports

The File Management window enables you to complete many tasks related to managing reports. To access the File Management window, select Filethen selectManage Files. The following tasks can be performed only from the File Management window:
  • access a list of the reports that you have scheduled and distributed.
  • from the Scheduled and Distributed Reports dialog box, schedule and distribute reports. You can also delete scheduled or distributed reports.
  • move, copy, and delete multiple selected reports.
  • delete multiple selected report folders.
  • schedule all reports in a selected folder.
Note: You must have advanced permissions to copy, move, or delete multiple reports or folders. Contact your system administrator about permissions.
Note: Scheduling features are not available if a scheduling server is not available or if you do not have authorization to schedule reports.
Depending on your role and capabilities, the File Management window also enables you to do the following tasks:
  • search for files
  • update resources in a report
  • print reports
  • export reports
  • e-mail reports
  • add comments to reports or folders
File Management Window
File Management window