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 Report Catalog Print Files tab to view print files: The tab shows if a file is generated as PDF or exported to CSV.
  • Navigate to the Schedule option for configuring when a report is to be run.
  • 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.
    • Filter by Category and Subcategory. When you expand a Category, its related Subcategories 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.)
  • Customize options for how reports display in the Report Catalog. For more information, see Customizing options for Report Catalog features.
  • Check the completion status of a print file. If a report has been submitted for printing, you can check the In Progress pane on the right side of the Report Catalog list to see if it has completed.