Taking Actions for Report Packages, Reports, and Applications

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:

Open—Open a Report Package.
Edit—Edit report package in the report center.
Inspect—View and change; properties and view access, and view the history.
Copy—Make a copy of a Report Package.
Copy URL to Clipboard—Provides a direct URL to open a Library Artifact such as a Report Package, Report, Snapshot Report, Book, or a third-party file.
Move—Move a Report Package to a different folder you have access to.
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 and Books

When you select a Report or Book from the Reports or Books folder of the library, it opens the report or Book. The actions that you can take depends on your role and the status of the report. Some of the available actions from the content pane:

Open—Open report in Reports.
Open As:
- Open Report in one of these formats: Excel, HTML or PDF.
- Open Books via Excel or PDF format.
Edit—Edit report in Reports.
Inspect—View and change; properties and view access, and view the history.
Copy—Make a copy of a report.
Copy URL to Clipboard—Provides a direct URL to open a Library Artifact such as a Report Package, Report, Snapshot Report, Book, or a third-party file.
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 (Reports only)—Select a different source of data for a report.

Bursting Definitions

When you select a bursting definition from the Bursting Definition folder in the library, it opens the bursting definition for editing. Some of the available actions from the content pane:

Edit—Edit Bursting Definition from the library.
Inspect—View and change; properties and view access, and view the history.
Copy—Make a copy of a bursting definition.
Move—Move a bursting definition to a different folder you have access to.
Audit—Extract audit entries for a bursting definition. 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 Bursting Definition in its library location.

Data Sources

When you select a data source from the Data Sources folder of the library, it opens the data source for editing. Some of the available actions from the content pane:

Edit—Edit a data source.
Inspect—View and change; properties and view access, and view the history.
Export—Makes a ZIP file of a folder and its contents and saves it where you choose. See Migrate Artifacts.

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 Library Artifact such as a Report Package, Report, Snapshot Report, Book, or a third-party file. 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.