Open Report Tabs

The Open Report Section is primarily used to select a report as the currently displayed report. The reports are shown in a tree view in four different hierarchies:

Icon	Title	Description
	Unpublished Reports	Reports that are created but are not placed in the Menus
	Reports by Menu	Reports are grouped by their Menu Group, this view only shows reports that appear in the Menus.
	Reports by Template	Reports are grouped by their Template, this view will contain all published reports, i.e. reports placed in menu
	Recent Reports	Reports which were viewed last by the current user

For Report Builders the Unpublished Reports tab only includes reports authored by that user that are not yet included in any of the Menus.

Icons

Icon	Description
	Report
	Standard Template
	Free Format Template
	Free Format Reports group
	Report Builder - This icon will appear only to Report Admins, inside the Unpublished reports tab. The reports a report builder is working on will appear under his name.
	Home group - Reports set as home page. Under this group both the Default Application Home Page and any report set as Custom Home page for some user / user group (view Reports Permissions) will appear
	Default Application Home Page - Report set as Default Application Home Page in Application Settings
	Opened Menu Group - appears in menu tab only
	Closed Menu Group - appears in menu tab only

Available functionalities

Besides selecting a new current report, the Open Report Panel provides other functionalities. To see these functionalities, the Administrator should select the report and click on the gear that will appear on the right side.
Available functionalities depend on the user permissions and on the selected element.

Place in Menu

The function is available only to Report Admin and appears clicking on the gear associated to a report in any tab.
Clicking on it the Manage Menu Items panel automatically opens. Inside the panel a new menu item is automatically created for the report and appears over the menu grid. The Report Admin can drag&drop it to the desired menu group inside the menu tree. If the user has 'Report Security Admin' permissions from the right panel he can set the users and users groups who can view the report in this position.

Copy

The function appears clicking on the gear associated to a report in any tab. Clicking on it a new report, copy of the selected report, will be automatically created and opened to be edited. The new report will be configured exactly as the copied report (e.g. template, report settings, ..). The new report will be unpublished and will be automatically selected in the Unpublished Tab.

Copy as Free Format Report

The function appears clicking on the gear associated to a report using a Free Format Template, in any tab. Clicking on it a new report (copy of the selected report) will be automatically created and opened to be edited. The new report will be configured as Free Format Report (i.e. its layout can be edited without impact on any other report / template). Apart from that the new report will be configured exactly as the copied report (e.g. report settings, list used..). The new report will be unpublished and will be automatically selected in the Unpublished Tab.

Convert to Free Format Report

The function appears clicking on the gear associated to a report using a Free Format Template, in any tab. Clicking on it the report will be converted to Free Format Report. This allows to edit its layout without impacting any other report. The report will keep all its current settings (e.g. report settings, list used..) and also the associated menu positions (if any).

Convert to Free Format Template

The function is available only to Report Admin and appears clicking on the gear associated to a Free Format Report, in any tab. Clicking on it a popup will appear allowing to set the name of the new Free Format Template. After setting a name, the new template will be created and the original report will be linked to it.

Remove from Menu

The function is available only to Report Admin and appears clicking on the gear associated to a report in the Reports by Menu Tab. Clicking on it the selected menu position is deleted. If this is the only position where the report appears in the menus, the report will turn to Unpublished.

Delete

The function is available only for unpublished reports (i.e. reports which are not placed in menu). Clicking on it a confirmation popup will appear. The user needs to confirm to remove the report from the system.

Generate Report Preview

The function is available only to Report Admin and appears clicking on the gear associated to a published report (i.e. a report which appears in the menus). Clicking on it the system will generate the preview for the selected report. The preview settings will be as configured in the Application Settings.

Create New Report

The function appears clicking on the gear associated to a template (standard or free format) in 'Unpublished' Tab or in 'Reports by Template' Tab. Clicking on it a new report will be automatically using the selected Template.

Delete Template

The function is available only to Report Admin and appears clicking on the gear associated to a Free Format Template which have no associated Report. The function can appear only in 'Reports by Template' Tab. Clicking on it a confirmation popup will appear asking confirmation in order to delete the template. It can happen that even if a Free Format Template appears not to have associated reports in the Reports by Template Tab, the delete function do not appear as there are unpublished reports using the template. In this case the administrator needs first to delete the associated unpublished reports, from Unpublished Tab, and then select again Reports by Template Tab in order to delete the template.

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