Actions

You can perform the following actions on the File Cabinet page:

• Refresh - Click this icon to refresh the page.

• New- Select this icon to add one of the following:

  • Folder - Select this to add a folder for storing reporting artifacts.

  • Report Set - Select this to create a Report Set, which is a flexible reporting tool that can be used on the Row or Column axis of a Dynamic Report.

  • Report Collection - Select this to add a collection of Dynamic Reports. Document - Select this to load a document.

  • Financial Package - Select this to create a Financial Package Publisher report.

  • Dynamic Report - Select this to add a Dynamic Report. You can use a Dynamic Report to create queries on-the-go along with structured financial reports, which utilizes reusable Report Sets.

• Edit - Select this icon to edit a folder. Delete - Select this icon to delete the selected reports.

• Run - Select this icon to run the selected Dynamic Report or Report Collection.

• Apply Filter - Select this to apply filter on the grid.

• More Options- The following actions under the More list-box are enabled based on your security settings:

  • Copy - Click the Copy icon to copy an existing report.

  • Rename - Click this to rename an existing report.

  • Setup - Click this to view structure of a selected report.

  • Share - Click this to share a report with other users.

  • Add to Favorite - Click this to add reports and documents to your Favorites list.

  • Remove From Favorite - Click this to remove items from your Favorites list.

  • Usage Report - Select this to view information about where the selected report, or artifact is used.

  • Show/ Hide Properties - Select this to view properties for a report (type, location, owner, and so on.). This option is available for Admin users.

  • Export As Excel - Select this to export the list of all File Cabinet artifacts accessible to you along with their properties.

• Search - Enter criteria to search for specific artifacts or click the gray arrow to expand a search pane where you can select specific search criteria as shown in the image below.