Actions

The options available to you in the Actions menu depend on your user privileges and properties set for the report.

Menu Option Description
Add to My Favorite

Adds the report to your My Favorites list on your Home page.

Edit Report

Enables you to update the report definition. For example, you can add or create new layouts, update the report properties, or change the default parameter values.

Edit Layout

Enables you to update the layout you're viewing. When the layout was created using the Publisher Layout Editor, the Layout Editor launches in the browser. If the layout is based on another supported template type such as RTF, PDF, or Excel then you're prompted to save the template file. You can then open it in the appropriate application.

Export

Exports the report to the default application for the output type you select, for example, Adobe Acrobat for PDF output or Microsoft Excel for Excel output.

Send

Enables you to schedule the report for immediate delivery to an e-mail address, printer, or other destination.

The Send action launches the Schedule Report Job page where you can select the output, destination, and notification options.

You can't send a report in Interactive mode. You must select a different output type such as PDF or HTML from the View Report list, and then click Send.

Schedule

Creates a job to run and distribute the report.

Jobs

Enables you to view and manage currently scheduled jobs for this report.

Job History

Enables you to view completed and running report jobs.

Republish from History

Enables you to select a previously scheduled, completed job and specific output for viewing in the report viewer.

Share Report Link

Enables you to generate a link that you can copy and reuse, based on the report that you're currently viewing. When you select an option, a dialog displays the URL to the report.

You can control what the URL displays as follows:

  • Current Page displays the current page as shown.

  • No Header displays the current report without the Publisher logo, tabs, or navigation path.

  • No Parameters displays the current report without the header or any parameter selections. The Actions, Export, and View Report menus are still available.

  • Document Only displays the URL to the current report document only. Displays no other page information or options.