4.6.13 Saving an Interactive Report

Save a private or public interactive report. Only the user who creates a private report can view, save, rename, or delete that private report.

4.6.13.1 About the Report List

You can view different versions of an interactive report by selecting from a drop-down list of default or primary reports and private reports.

The following illustration shows the Reports list on the Search bar of an interactive report.

This example shows two reports:

Default - Primary Report

This is the initial report created by the application developer. Default, Primary reports cannot be renamed or deleted.

Private - 1. Open Projects

This is a Private report. Only the user who creates a private report can view, save, rename, or delete it.

4.6.13.2 About Configuration Dependencies

The ability to save an interactive report is configurable by the application developer who creates the interactive report.

See Also:

4.6.13.3 Saving a Public or Private Interactive Report

End users can save an interactive report and classify it as Public or Private.

Public
The report can be saved, renamed, or deleted by the end user who created it. Other users can view and save the layout as another report.
Private
Only the end user that created the report can view, save, rename or delete the report.

To save a public or private interactive report:

  1. Go to the page containing the interactive report you want to save.
  2. Customize the report (for example, hide columns, add filters, and so on).
  3. Click the Actions menu and select Report then Save Report.

    The Save Report dialog appears.

  4. In Save Report:
    1. Select either As Named Report or As Default Report Settings option.

      Tip:

      This option is available for only developers.

    2. Name - Enter a name for the report.
    3. Description - Enter an optional description.
    4. Public - Select this check box to make the report viewable to all users. Deselect this check box to make the report private.

      Tip:

      The ability to save an interactive report as Public is determined by your application developer.

    5. Click Apply.

4.6.13.4 Renaming a Public or Private Interactive Report

Rename a public or private report that you have created by clicking its report name.

To rename a public or private interactive report:

  1. Select a public or private interactive report to rename.
  2. Click the Saved Report filter which displays between between the search bar and the report.
  3. In the Rename Report dialog, edit the attributes (for example, enter a new name).
  4. Click Apply.

4.6.13.5 Deleting a Public or Private Interactive Report

Remove a public or private report that you have created by clicking its Remove Report icon.

To delete a public or private interactive report:

  1. Click the Remove Report icon next to the report name link.
  2. Click Apply.