Editing reports
You can edit any custom report if you have the necessary rights. You cannot edit standard reports, but you can use them as a starting point for a custom report and then click Save As to copy a report and give it a new name.
Tip: The report information button is only displayed for custom reports, not standard reports.
To edit a report:
- Sign in to Oracle Infinity and select Analytics. The Collections list is displayed.
- Select the drop-down list for the collection in which you want to edit a report.
- Select a report that you want to edit.
- Click the report information button or click the Save As button.
The Report Details dialog displays details such as the report's name, permissions, category, and a list of collections that use the report. - You can use this dialog to make any needed changes, such as the report's name, report category, the collections that include this report, and the following permissions:
- Public: Select this permission if you want to share the report with other account users.
- Private: Select this permission if you do not need to share this report. If you select Private, the report is added to the My Reports category.
Note: Super Administrator users can also see your private reports.
- If you selected the Public permission, select the collections where this report will be available. Report Details provides a quick way to determine which collections use a public report.
- If you selected the Public permission, you can select a different report category, edit the name of a category and then select it for the report, or create a new category and add the report to it.
Important: Categories are shared across both reports and parameters. Any changes you make to a category for reports will affect parameters that also share that category.
- Click Save Details.
- Make any needed changes to the report, such as adding dimensions, measures, and segments. The Save button is displayed.
- Click Save. If the report is public, a confirmation message displays the collections that include this report.
- Click Save.
Copying reports
You can copy any report if you have the necessary rights by clicking Save As and specifying a new name.
You cannot edit standard reports, but you can use them as a starting point for a custom report and then click Save As to give them a new name.
To copy a report:
- Sign in to Oracle Infinity and select Analytics. The Collections list is displayed.
- Select the drop-down list for the collection in which you want to edit a report.
- Select a report that you want to copy.
- Click Save As, give the report with new name, and adjust its collection, category, and permissions.
- Click Save.