Viewing and searching for reports and files
You can perform these tasks from Report Catalog:
- View the reports created by the user by clicking the toggle on the top of the left pane of Report Catalog.
- Hide the reports that are not created by the users by clicking the 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.
View the print files by clicking the Print Files tab. This tab shows whether a file is generated as PDF or exported to CSV, including its colored tag expiry status:
- Red: The file is expired.
- Orange: The file expires today.
- Yellow: The file expires in 7 days.
- Configure the schedule option when running a report.
- Search for reports using these methods:
- 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, the related Subcategories is displayed.
- Perform an Advanced Search. In the search fields, specify options for business class, report owner, and sharing options.
- Set a report as a favorite by clicking the star icon to the left of the report name. A solid-colored star indicates that the report is added as your favorite and shows in both the Favorites and All tabs. You can remove a report as a favorite by clicking the solid-colored star.
- Customize options for how reports display in the Report Catalog.
- 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 completes.