Shortcut Menu Commands

Shortcut menu commands are displayed by right-clicking an item in Explore. Option availability depends on the content of the current window and the module from which the menu is accessed.

Table 4. Shortcut Menu: Explore

Explore - Right Click Menu

Menu Command

Description

Go Up A Level

Display the contents of the parent folder

New Folder

Add folders to the repository

Open

Select, open, and use repository documents

Open In, then HTML Preview

PDF Preview

View documents in browsers as HTML or PDF

Import,

then File,

then URL,

then File as Job,

then Financial Reports,

Microsoft Reports

Open the Import to Repository dialog box, used to import reports, books, snapshot reports and books, Microsoft reports, report objects (grid, text, image, and chart) and row and column templates into the repository

Expand

From the View pane, display sub-folders under selected folder

Collapse

From the View pane, collapse selected folder

Export

Open the Export dialog box, used to export saved reports, snapshot reports and books, and report objects (grids, text, image, and chart) from the repository

Email Link

Display the Email Editor dialog box, used to indicate recipient names and email message subjects. Email Links Editor creates hyperlinks to files so recipients can view the files in Web browsers. Only Financial Reporting users can view hyperlinked files.

Cut

Remove repository items and place copies on the clipboard

CopyCopy a repository item

Paste

Place cut and copied items in reports

Delete

Remove files from the repository upon confirmation

Delete with Outputs

For Interactive Reporting documents, delete items with job outputs, if there are outputs

Rename

Changes name of file or folders

Properties

Display scheduled batch detail; for example, the time for which a batch is scheduled

Run Job

For Interactive Reporting jobs, set job parameters and run jobs

Subscribe

Inform subscribing users of document changes

Create Shortcut

Create document shortcuts, for example, create shortcuts to Interactive Reporting, PDF, and HTML documents

Retrieve

Download and save an Interactive Reporting document

Schedule Job

Schedule Interactive Reporting Job

Add to Favorites

Add files to the favorites list

Refresh

Refresh the repository to include new folders and files

Edit Permissions

Change or update access rights for an artifact

Apply Permissions to Children

Select the access rights to apply for all children objects of a folder.

Note:

The only objects updated are the ones you have Full Control permission.