Taking Actions for Report Packages, Reports, and Applications

Actions that you can take on report packages and applications vary.

Report Package

When you select a report package from the Report Packages folder of the library, it opens in the report center. The actions that you can take depends on your role and the status of the report package. See Create Report Packages. Available actions for report packages from the content pane:

  • Edit—Edit report package in the report center.

  • Inspect—View and change; properties and view access, and view the history.

  • Audit—Extract audit entries for a report package. See Perform an Audit.

  • Export—Makes a ZIP file of a folder and its contents and saves it where you choose. See Migrate Artifacts.

  • View in Library Folder —See the report package in its library location.

    Note:

    Available only when Report Packages folder is selected.

Reports

When you select a report from the Reports folder of the library, it opens the report in Management Reporting. The actions that you can take depends on your role and the status of the report. Some of the available actions for reports from the content pane:

  • Open—Open report in Management Reporting.
  • Edit—Edit report in Management Reporting.

  • Inspect—View and change; properties and view access, and view the history.

  • Copy—Make a copy of a report.

  • Move—Move a report to a different folder you have access to.

  • Audit—Extract audit entries for a report . See Perform an Audit.

  • Export—Makes a ZIP file of a folder and its contents and saves it where you choose. See Migrate Artifacts.

  • View in Library Folder —See the report in its library folder location.

    Note:

    Available only when Reports folder is selected.

  • Change Data Source—Select a different source of data for a report.

Application

When you select the application from the Application folder of the library, it opens in the application center. The actions that you can take on the application depend on your role and permissions. Some actions that you can take from the content pane:

  • Inspect—View and change; properties and view access, and view history from the Inspect dialog.

  • Audit—Extract audit entries for a report package. See Perform an Audit.

  • Export—Makes a ZIP file of a folder and its contents and saves it where you choose, see Migrate Artifacts. .

Rules for this folder are as follows:

  • Only the application artifact resides in this folder. Other child folders and artifacts are also allowed.

  • All system users can see the folder and have read access. Additional access to its content is through access security.

  • Service administrators, application administrator, and library administrator (specifically for creating child folders) have write access to this folder.

For more information on applications and tasks, see Learn About an Narrative Reporting Application.