Viewing and searching for reports and files

From the Report Catalog, users can:
  • View only reports created by the user: Click the Only My Reports toggle on the top of the left pane of Report Catalog.
  • Hide reports not created by users. Click the Hide Delivered Reports toggle on the bottom of the left pane of Report Catalog. This option shows only user-created reports to which the current user has access.
  • Use the Print Files tab to view print files. The tab shows if a file is generated as PDF or exported to CSV.
  • Search for reports. There are several methods. Users can:
    • Specify the name of the report in the search box on the left pane of Report Catalog.
    • Scroll by the application that delivered the report. When you expand an application, all associated reports display.
    • Perform an Advanced Search. In the text boxes, specify options for business class, report owner, and sharing options.
  • Set a report as a favorite. From the All reports tab, click the star icon to the left of the report name. When the star is solid color, it is a favorite and appears on both the Favorites and All tabs. (To remove a report from Favorites, click the solid-color star.)