Managing Files in the Flash Report Catalog

The Report Catalog shows the directory structure of the folders and files that contain dashboards and Designer and Visualizer reports. All the files and folders in the Report Catalog are stored on Birst servers.

Using the Report Catalog, Space Administrators can manage the report files and image files for a space.

Non-administrator users who belong to a group that has permission to edit the Report Catalog can edit the catalog from Designer. See Managing Existing Designer Reports.

Visualizer users can rename and delete Visualizer reports from Visualizer. See Managing Visualizer Reports.

To move Visualizer reports to different folders or create or delete folders, use Manage Report Catalog.

Actions for report files and folders include:

Move files or folders

Modify permissions. See Modifying Folder Permissions in the Report Catalog.

Search and replace. See Searching the Report Catalog.

Actions for image and PDF files include:

Upload image files. See Uploading Image Files to Infor.

Download image and PDF files. See Downloading Files from Infor.

To access the Report Catalog

Go to Admin - Manage Access - Manage Report Catalog.

In the Type column, Designer reports are listed as AdhocReport and Visualizer reports are of type viz or viz.dashlet.

To move a file

Drag and drop a file on the right side to the target folder on the left side.

Important: Moving a report file (Type = AdhocReport or viz or viz.dashlet) will delete that report from any dashboards that use that report.

To move a folder

Drag and drop a folder onto the target folder.

You cannot move the top-level folders private/<user@domain> or shared. These are reserved folders that cannot be modified or moved.

To copy a file or folder

Press and hold the Ctrl key while dragging the file or folder to the target folder.

Tip: Release the mouse button before releasing the Ctrl key. Releasing the Ctrl key first will result in moving the file or folder rather than copying it.

To rename a file or folder

Do one of the following:

Right-click on the file or folder you want to rename and select Rename Item. Type a new name.

Click the file or folder twice and type a new name.

The report name must be unique within a folder.

You cannot rename the top-level folders shared or private/<user@domain>.

You cannot modify the file type or extension.

To create a new folder

Do one of the following:

Right-click on the folder under which you would like to create a new folder, and select Add Folder. Enter a name for the folder in the Create New Folder dialog box then click Create.

Select the folder under which you would like to create a new folder then click the New Folder button in the upper right part of the page. Enter a name for the folder in the Create New Folder dialog box then click Create.

If needed, update the permissions for access to the new folder. By default the USER$ group has full access to a newly created folder. USER$ is a default group that contains all invited space members. See Modifying Folder Permissions in the Report Catalog.

To delete a file or folder

Right-click on the file or folder you want to delete and select Delete Item(s). Click Yes when prompted to confirm.