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Overview / Description
The Manage Report
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option under Manage menu allows you to:
Copy report
Rename report
Move reports from one reportset to another
Delete report
Rename reportset
Remove reportset
Reports are saved whenever you configure a Cube Report cube report datablock. Even if the Cube Report cube report datablock is deleted, the report still remains available, allowing its results to be used in other datablocks, like Status Gauge. The report essentially saves the cube report configuration to be used elsewhere. The Manage Report page provides the following functionality:
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Copy
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Rename report
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Move reports from one reportset to another reportset
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Delete reports
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Rename reportset
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Remove reportset
Copy Report
a Report
1. Click on the Manage menu, then select Manage Report.
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The Report Management window will display.
2. Select the report you want to
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copy. In this example, %Answered by Queue report under RDJ Training page is selected.
3. Click Copy.
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A copy of the
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report will be created with the
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timestamp it was copied. 
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Rename a Report
1. Click on the Manage menu, then select Manage Report.
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The Report Management window will display.
2. Select the report you want to rename. In this example, %Answered by Queue Copy 2021-10-19 18:55:42 report is selected.
3. Click
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Move Report
Rename.
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The ReportSet Name window will display.
4. Input the new report name. In this example, %Answered by Queue - TrainingDemo is the new report name.
5. Click Ok.
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Once the change has been saved, the report will be renamed, and a success message will display on the top right corner of the screen.
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Move a Report
1. Click on the Manage menu, then select Manage Report.
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The Report Management window will display.
2. Select the report you want to move. In this example, %Answered by Queue - TrainingDemo will be moved.
3. Drag and drop the report
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to the reportset
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where you
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want to move
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Tip: you can use the keyboard (up and down key, Page Up and Page Down key) to quickly scroll the page up and down. But you will NOT be able to use the keyboard to move the reports.
Delete Single/Multiple Reports
- Select the report or reports you want to delete
- Click on 'Delete' button and it prompts you to confirm the action
- Click on 'Ok' to confirm the deletion
Rename Reportsets
it. In this example, the selected report will be moved to ECM Training.
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A confirmation message will display.
4. Click OK.
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Delete a Report
1. Click on the Manage menu, then select Manage Report.
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The Report Management window will display.
2. Select the report you want to delete. In this example, %Answered by Queue - TrainingDemo will be deleted.
3. Click Delete.
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A confirmation message will display.
4. Click OK.
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Once the change has been saved, the report will be deleted, and a success message will display on the top right corner of the screen.
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Rename a ReportSet
1. Click on the Manage menu, then select Manage Report.
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The Report Management window will display.
2. Select the reportset you want to rename. In this example, %Answered by Queue - TrainingDemo will be deleted.
3. Click
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Remove Reportset
You can remove the reportset only if the reportset is blank.
- Select the report or reports you want to delete
- Click on 'Delete' button and it prompts you to confirm the action
- Click on 'Ok' to confirm the deletion
Rename.
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The ReportSet Name window will display.
4. Input the new reportset name. In this example, ReportSet TrainingDemo is the new reportset name.
5. Click Ok.
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Once the change has been saved, the reportset will be renamed, and a success message will display on the top right corner of the screen.
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Delete a Reportset
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You can only remove a reportset if it is blank. |
1. Click on the Manage menu, then select Manage Report.
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The Report Management window will display.
2. Select the reportset you want to delete. In this example, User3’s Report Set will be deleted.
3. Click Delete.
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A confirmation message will display.
4. Click OK.
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Once the change has been saved, the reportset will be deleted, and a success message will display on the top right corner of the screen.