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Managing existing Reports

View, access, and manage the reports you have created

Updated over 8 months ago

The Report Manager provides an easy way to view, access, and manage the reports you have created.

Click the (+) at the end of any row of tabs, and select Report Manager on the popup:

The Report Manager tab will be displayed. It can be dragged and docked to any other part of the workspace:

View a Report's settings

Select the report in the left-hand pane of the Report Manager and then click its settings (gear) icon:

On this screen you can view and in some cases modify the settings of the report including:

  • The source data from the model that the Report is based on

  • A friendly Description of the Report to help other users understand it

  • Set whether users can modify values in the report table

  • Set whether column headings display friendly titles or underlying data field names

  • Set which user types/roles are able to add the report to their workspaces

Click the settings (gear) icon again to close this screen.

Rename a Report

Select the report in the left-hand pane of the Report Manager and then click its settings (gear) icon:

The report's configuration will be displayed. Double-click the report name, edit it, and press ENTER when done:

Click the settings (gear) icon again to close this screen.

Duplicate a report

To make a copy of an existing report so that you can, for example, modify it for a different analysis, click the copy icon to the right of the report's name in the left-hand pane of the Report Manager:

Delete a Report

To delete an existing report, click the delete (trashcan) icon to the right of the report's name in the left-hand pane of the Report Manager:

Reports are deleted immediately and without confirmation

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