Overview of Managing Reports

The File Management window allows you to complete many tasks related to managing reports. To access the File Management window, select File

Manage Files. The following tasks can be performed only from the File Management window:

view a list of the reports that you have scheduled and distributed.
from the List of Scheduled 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 allows you to do the following tasks:

File Management Window