Right Click Options Back to Previous

There are right-click popup menus in the Shared Reports, My Reports and History List pages for folders, reports, filters and shortcuts that are available from those pages. The options in the popup menu will vary based on the type of object you have clicked (e.g., report, folder, filter, shortcut), the location of the object (e.g., Shared Reports, My Reports or History List) and your access level to work with the object (e.g., you have limited editing rights on Shared Reports but full rights on My Reports).

Generally, you have full access to edit, rename, move and delete any folder, report, filter or shortcut from your personal My Reports folder. You have full access to the folders, reports, filters and shortcuts in your company folder in Shared Reports. You have limited access to the folders, reports, filters and shortcuts objects that are available to all users.

· Right-Click Menu Options for Shared Reports and My Reports

· Right-Click Menu Options for History List

· Copy Object Dialog

· Move Object Dialog

· New Folder Dialog

· Create Shortcut Dialog

· Rename Object

· Object Properties Dialog

Menu Options for Shared Reports and My Reports Back to Previous

The following is a list of menu options that you will see when working in Shared Reports and My Reports folders. The options in the menu will depend on the type of object (i.e., folder, report, filter or shortcut). As noted previously, your access rights for predefined Shared Reports objects are limited.

Menu Option	Applies To	Description
Open Folder	Folder	Opens the selected folder.
Run	Report, Shortcut	Runs the selected report or shortcut to a report.
Edit	Report, Filter	Opens the report or filter in Design Mode. Click here for more information on creating or editing a report. Click here for more information on Design Mode for creating a new filter.
Copy	All	Copies the selected object to a specified location. Click here for more information on the Copy Object dialog window.
Move	All	Moves the selected object. Click here for information on the Move Object dialog window.
New	All	Opens the Create Folder dialog when the Folder option is selected or the Design Mode window if a report or filter is selected. Click here for more information on the New Folder dialog. Click here for more information on creating or editing a report. Click here for more information on Design Mode for creating a new filter.
Create Shortcut	All	Creates a shortcut to the selected folder, report, filter or shortcut. Click here for information on the Create Shortcut dialog window.
Delete	All	This will delete the selected folder, report, filter or shortcut. If deleting a folder, any other objects contained in that folder are also deleted. You cannot delete a folder, report or filter if included in a shortcut. The shortcut must be deleted first.
Rename	All	This will rename the selected folder, report, filter or shortcut. If any shortcuts are referencing the folder, report filter being renamed, the shortcut reference is updated with the new name. Click here for more information on the Rename Object processing.
Run As	Report, Shortcut	This will run the selected report or the report associated with a selected shortcut as an export and allows you to specify the output based on the Run As option. Click here for more information on the Run As options.
Properties	All	This will display the Properties dialog with system information of the folder, report, filter or shortcut. This information is for display only and cannot be modified. Click here for more information on the Properties dialog window.

Menu Options for History List Back to Previous

Menu Option	Description
Export	Opens the Export dialog to export the report or document. Click here for more information on exporting a report. Click here for more information on exporting a document/dashboard..
PDF	For a document/dashboard, a new browser window is opened with the content in PDF format. For a report, this opens the Export/Print to PDF dialog to export the report to PDF. Click here for more information on exporting a report to PDF.
Mark as "UnRead"	Changes the status of the selected report or document/dashboard from "Ready [mark as "unread"] to "Ready" indicating the report output has not been viewed.
Delete	This will delete the selected report or document/dashboard from your History List.
Rename	This will rename the selected report or document/dashboard. Click here for more information on the Rename Object processing.
Details	This will display the Report Details page with information about the selected report or document/dashboard. Click here for more information on the Report Details page.

Copy Object Back to Previous

The Copy Object dialog is presented when you select the option to copy a folder, report, filter or shortcut. This dialog allows you to search for and select the location to place the copy of the object you have selected. As part of the copy, you may use the existing name and description or define a new name and/or description for the copy. Note, if you are making a copy in the same location as the selected object, you must change the name of the new copy of the object.

	The current information for the selected object. This displays the name and the current location of the folder, report, filter or shortcut that has been selected.
	Specify the target location for the copy. This allows you to navigate to the folders where you can copy the selected folder, report, filter or shortcut.
	Specify the name and description to be used for the copied object. This defaults to the name and description of the selected folder, report, filter or shortcut but may be changed as needed. Any changes to the name or description of the copy does not affect the original object. Note, if the target location for the copy is the same folder as the object being copied, you must change the name.
	Click the OK button to perform the copy.

Move Object Back to Previous

The Move Object dialog is presented when you select the option to move a folder, report, filter or shortcut. This dialog allows you to search for and select the location to move the object you have selected. As part of the move, you may use the existing name and description or define a new name and/or description when the object is moved.

	The current information for the selected object. This displays the name and the current location of the folder, report, filter or shortcut that has been selected.
	Specify the target location for the move. This allows you to navigate to the folders where you can move the selected folder, report, filter or shortcut.
	Specify the name and description to be used for the moved object. This defaults to the name and description of the selected folder, report, filter or shortcut but may be changed as needed. This will rename and/or change the description on the original object as part of the move processing.
	Click the OK button to perform the move.

Create New Folder Back to Previous

The New Folder dialog is presented when you select the option to create New->Folder. This dialog allows you to specify the name and description for the new folder. It will be placed in the current folder you are accessing. You may create as many subfolders and/or level of folders within a location.

Create Shortcut Back to Previous

The Create Shortcut dialog is presented when you select the option to Create Shortcut. Most commonly used for reports, this option allows you to create a series of shortcuts to all of your reports in one central location regardless of where the reports are saved.

Note, when creating shortcuts, the user account must have access to the target of the shortcut for it to be visible. If you create a shortcut to a report in your personal My Reports folder in a public folder such as your company share subfolder in Shared Reports, only you will be able to see the shortcut as only you have access to items in your personal My Reports folder.

The current information for the selected object.

This displays the name and the current location of the folder, report, filter or shortcut that has been selected.

Specify the target location for the shortcut.

This allows you to navigate to the folders where you can create the shortcut to the selected folder, report, filter or shortcut.

The shortcut name is the same as the folder, report, filter or shortcut that is being referenced by the shortcut.

Note, you can create a shortcut to a shortcut (but it is not recommended).

Click the OK button to create the shortcut.

Rename Object Back to Previous

When you select the option to rename an object, the name of the object is enabled for editing allowing you to enter a new name. If any shortcuts are referencing the folder, report filter being renamed, the shortcut reference is updated with the new name.

When you select the Rename option from the right-click menu, the name of the folder, report, filter or shortcut is changed from output only to an editable field.

Change the name as needed. Note, you cannot duplicate a name of an object already in the current folder and you cannot change the description.

Once the name is changed, click the checkmark button to update the new name for the folder, report, filter or shortcut.

Click the "x" button if you wish to abandon the rename.

Object Properties Back to Previous

The Object Properties dialog is presented when you select the Properties option. This dialog provides information about the individual folder, report, filter or shortcut you have selected. This information is for view only and cannot be modified.