Modifying Reports

To modify a report or dashboard:

Reports and dashboards created in Ad Hoc can be modified using the Report Builder and Dashboard Builder respectively.

To modify a report, hover the mouse over the icon and select Modify from the dropdown list.

To rename a report or dashboard:

To rename a report, hover the mouse over the icon and select Rename from the dropdown list.

Modify the Report Name, Description and/or Expiration Date.

Click on the Save button to save the changes.


To delete one or more reports and the associated archives:

Select the desired report(s) and/or dashboard(s) by enabling its respective checkbox(es). Click on the Delete button to remove the selected reports.

Click the OK button to confirm the removal.

Note:

1.    Deleting a report or dashboard removes the report from the Reports list.

2.    A copy of deleted reports and dashboards are placed in the ..\_Definitions\_Reports\_Backup directory. Imported reports will be deleted from being visible in the application interface but will not be deleted from the _Reports directory.

3.    Archives associated to the deleted report(s) will be deleted according to the setting specified by the System Administrator in the Application Settings webpage.