Managing Folders and Reports

Reports are managed on the Reports listing page with different view options available. Under Documents, you can access and maintain 3rd party documents used and generated with Books and Bursting; for example, MS Word and PDF documents inserted in Books and .CSV files used in a bursting definition, along with PDF files generated by a bursting definition.

Reports and Documents are grouped into folders. When viewing the Reports listing you can:

• Search by a report artifact or document

• Filter by a folder

  For report artifacts, you can filter by the type (Report, Snapshot, Book, Bursting Definition)

• Switch between a folder tree view or a flat list view:

Report designers can perform the following folder and report management tasks by clicking for folders or for individual reports:

• For folders:

  • Upload file (Documents only)

  • Create Folder

  • Delete

  • Rename

  • Move to

  • Assign Permissions

• For reports, books, and bursting definitions:

  • Open (reports and books only)

  • Edit

  • Rename

  • Copy As

  • Delete

  • Move To

  • Assign Permissions

• For documents:

  • Properties

  • Copy As

  • Delete

  • Move to

  • Assign Permissions

The Documents listing page supports the following file types and extensions (the default file size limit is 5mb, except for .PDF which supports 100mb):

• Word (.DOC, .DOCX)
• Excel (.XLS, .XLSX)
• Comma Separated Values (.CSV)
• PDF (.PDF)
• Text (.TXT)
• PowerPoint (.PPT, .PPTX)

To upload a 3rd party file in Documents:

1. In the Documents listing, select a destination folder, and then either:

   • Click Upload in the top right of the Documents panel.

   • Click and select Upload File.

2. In Upload File, select a file to upload from your local file system, and then click OK. The file will be uploaded to the selected folder.

To download a 3rd party file in Documents, in the Documents listing, browse to the desired file location and click on the file name to download it.