Manage Report (Manage Menu)
- Stephen Irecki
- Arielle Kaye Odeste
- eMite Consultants
- rherbka (Unlicensed)
Overview / Description
The Manage Report 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 datablock. Even if the cube report datablock is deleted, the report still remains available, allowing its results to be used in other datablocks. The report essentially saves the cube report configuration to be used elsewhere.
Copy a Report
1. Click on the Manage menu, then select Manage Report.
The Report Management window will display.
2. Select the report you want to copy. In this example, %Answered by Queue report under RDJ Training page is selected.
3. Click Copy.
A copy of the report will be created with the timestamp it was copied.
Rename a Report
1. Click on the Manage menu, then select Manage Report.
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 Rename.
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.
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.
Move a Report
1. Click on the Manage menu, then select Manage Report.
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 to the reportset where you want to move it. In this example, the selected report will be moved to ECM Training.
A confirmation message will display.
4. Click OK.
Delete a Report
1. Click on the Manage menu, then select Manage Report.
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.
A confirmation message will display.
4. Click OK.
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.
Rename a ReportSet
1. Click on the Manage menu, then select Manage Report.
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 Rename.
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.
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.
Delete a Reportset
You can only remove a reportset if it is blank.
1. Click on the Manage menu, then select Manage Report.
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.
A confirmation message will display.
4. Click OK.
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.