Performing Different Actions on Reports

Before You Begin

You can perform various actions on reports such as running a report immediately, editing a schedule, editing e-mail recipients, previewing a report in PDF, sending reports, and cloning reports.

Procedure

1. Select Reports > Report Definitions.
2. Select the report definition or right-click the report definition or click the More drop-down list.
3. Select the appropriate action from the drop-down list:

   • Delete Report—You can select one or more report definitions and click the delete icon (X) to delete the report definition (s).

   • Run Now—Runs the report immediately and provides a link to view the report in PDF format. You can view the archived reports by clicking the Generated Reports link on the left navigation pane.

     This option is also available as the Run Now button on the Report Definitions page.

   • Preview as PDF—Provides the PDF preview of the report.

   • Send Report—Sends the report through e-mail to the recipient immediately. The user receives a notification once the report is sent. The user can also use the job ID to see more details of the job.

   • Edit Schedule—Allows user to edit the schedule such as adding a recurrence, start date, end date, and time.

   • Edit Recipients—Allows user to edit or add the recipients, e-mail address, subject, and comments.

   • Clone— Allows the user to clone an existing report definition.

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