The Open Dialog Box

The Open Dialog Box as a Multitask Interface

About the Open Dialog Box

The Open dialog box enables you to search for and open saved reports, stored processes, and information maps. For more information about searching for reports, see View a Saved Report.

However, the Open dialog box also enables you to create new folders and perform many other tasks on selected reports and folders.

Note: You must have advanced permissions to copy, move, or delete multiple reports or folders. Contact your system administrator about permissions.

Open Dialog Box with Search Field Expanded

Searching for Files Using the Open Dialog Box

You can search for files, reports, or data sources using the Open dialog box.

Search for Files Section in the Open Dialog Box

To search for files, complete these steps:

If the Search for files section is not visible in the Open dialog box, click .
In the Search for field, type the text for which you want to search. For searching tips, see Searching for Reports and Stored Processes.
In the Search what drop-down list, choose whether you want to search for the text in the Name, Description, or Keywords field.

Note: You cannot search the content of a report.
In the Search where drop-down list, select a folder name.
(Optional) To also search for reports in folders that are contained in the folder you are searching, select Search subfolders.
(Optional) To limit your search by time, select Search for Files Modified in the Date/time limits drop-down list. Specify the time frame by using the fields that are below the drop-down list.
Click Search.

If there are any reports that match your criteria, they are shown.

Note: After a search, the report list also includes Path information for each located report. To clear the search results, select an option in the Location drop-down list.

The following topics contain additional information about searching:

Navigating Locations Using the Open Dialog Box

The Open dialog box enables you can navigate to find the information map or report that you need. For example, you might need to navigate through multiple folders to find a report. Click down arrow icon

for the Location to see where the current folder is located in the tree structure.

Click

to move up a folder level. In the following example, you are looking at the items in the Orion Star Sports folder after you have moved up one level.

Open Dialog Box Showing Current Location

Working with Folders in the Open Dialog Box

You can work with folders in the Open dialog box. The icons for folders are located to the right of the Location drop-down list, as shown in Open Dialog Box Showing Current Location.

Button	Action
	moves up one level
	creates a new folder
	refreshes the items in the current location

You can also create a new folder when you copy a report, move a report, or save a report. For more information about folders and shared locations, see Overview of Shared Locations.

Using the Actions Menu in the Open Dialog Box

To open the Actions menu, click actions icon

. The menu lists only those options that you are authorized to perform. The actions for folders are Delete and Rename.

Actions Menu for Folders in the Open Dialog Box

Different actions are available for reports. The menu lists only those options that you are authorized to perform. Actions Menu for Reports in the Open Dialog Box shows some of the actions that might appear for reports.

Actions Menu for Reports in the Open Dialog Box

Note: There are no Actions menu items for stored processes.

The Edit, Copy, Delete, and Move options are also available from the File Management window.

When you are working with an information map, the available actions are different from the ones available for reports. Actions Menu for Information Maps in the Open Dialog Box shows an action that might appear for an information map.

Actions Menu for Information Maps in the Open Dialog Box

Summary: Four Ways to Access the Open Dialog Box

There are four ways to access the Open dialog box:

Click on the toolbar.
Click Open on the Welcome window.
Click More Reports on the Welcome window.
Select FileOpen on the Welcome window or in Edit or View mode to display the Open dialog box.