Reserving Reports

A shared report must be reserved before you can modify it. You must have publish permission to reserve a report. If the report has been reserved by another user, you cannot reserve it until the status changes from Reserved to Shared.

When you reserve a report, the system creates a local copy under Reserved. The system also stores the Reserved status for your user ID. Because the shared report is copied to a personal report when you reserve it, an existing personal report with the same name will be replaced by the shared report. Consequently, if you attempt to reserve a shared report with the same name as a personal report, the system notifies you so that you can cancel the reserve request if you do not want to overwrite the existing report.

To modify a shared report, you must first reserve the report so that no one else can edit it while you are making changes. When you reserve a shared report, the system copies it to a personal report so that you can modify it in the same way that you edit other personal reports. When the modifications are complete, you request to publish the report as a shared report. If the publish request is approved by a system administrator, the modified report replaces the existing shared report.

The basic steps to modify a shared report are as follows:

1. Reserve the report.

   When you reserve a report, the system creates a local copy under Reserved. The shared report becomes a personal report.

2. Modify your personal copy of the shared report.

3. When the modifications are complete, request to publish report.

   When the publish request is approved, the personal report replaces the previous version of the shared report.

When you select a shared report from Manage Reports in the One View menu, a side panel appears. The side panel has a Layout tab and a Report Definition tab. The icons that appear on these tabs depend on the security level of the user and whether the report is shared or personal.

To reserve a shared report:

• Access a One View Reporting-enabled form.

• From the One View menu, select Manage Reports.

• Select a shared report.

• In the side panel, click the Report Definition tab.

• Click the Reserve icon.

  The system copies the shared report to a reserved report (under Reserved). The shared report that was reserved is still available to other users, but text displays in the side panel to make the user aware that the report has been reserved by another user.

• If you decide that you do not want to make changes to the reserved report, use the Unreserve icon to remove your reserved copy of the report without changing the shared version.