The Reports pane shows a hierarchical structure that organizes the reports that your account can access. The principal divisions of this structure are: Public Reports, Shared Reports, and My Reports. These divisions are described more fully below:

  • My Reports: This folder contains all reports that only you can access. Unlike Public and Shared reports, you may change the title of reports and folders in My Reports. To do this, double-click the name of the report and type the new name.
    Tip: You may find it useful to create sub-folders within this folder, one for each type of report (Tabular, Graph, GIS, and/or Jasper).

  • Public Reports: This folder contains all reports that are shared with all users in your agency and that your account can access. These reports are read-only. To modify a report for your own use, copy it to your My Reports folder by right-clicking the report and then clicking Copy Report. You could also display the configuration dialog box for the report by using the right-click Setup/Show Report command, make the desired modifications, and select the Create Copy button that is provided in the configuration dialog box.

    Note: The folder structure within the Public Reports folder as well as the names of the subfolders cannot be modified except by users with a security level of 5 - System Administrator or greater. (The names of public reports cannot be changed regardless of a user's security level.)

  • Shared Reports: This folder contains all reports shared specifically with you from another user and for which you have sufficient security clearance. The system inserts a subfolder in this folder for each user that shares a report with you. The shared report is then placed in this subfolder. Additionally, when the other user shares the report, he or she selects whether the report is read-only or may be edited. The reports shown in the Shared Reports folder are not copies of the original report that a user shared. They are the original reports. This means that any changes you make to the report are reflected in the report shown in the My Reports folder of the user who shared the report (as well as any other users with which he or she shared the report). You cannot modify the folder structure within the Shared Reports folder nor can you edit the name of a folder or report. Also, even if a report was shared with read/write access, you cannot change the security level assigned to the report (as shown in the Right-to-See field).

    Note: The security level of the report overrides the selection of read-only or read-write when sharing a report. For example, when a report is configured as read-only and you share this report, even if you select read-write access the shared report will still be read-only.

Right-click a folder or a report name to see a shortcut menu. These menus are described in the following sections:

 

  • Delete: This command is only available for folders that are empty (that is, that have no reports in them). When selected, it deletes the folder from the My Reports hierarchy.
  • Delete Selected: This command will only execute for folders that are empty. When selected, it deletes all folders that have a check mark in the square beside the folder name.
  • Insert Directory: This command is only available for the My Reports folder and its sub-folders. (If you have sufficient authorization, it is also available for the Public folder and its sub-folders. You cannot add folders to the Shared folder.) When available, this command inserts a new folder inside the selected folder. You may change the default name of the new folder by double-clicking the name and then typing the desired name.
  • Insert Finest Partition Report: This command is only available when you right-click the My Reports folder or one of its sub-folders. It inserts a new Finest Partition title within the folder you right-clicked.
  • Insert GIS Map: This command is only available when you right-click the My Reports folder or one of its sub-folders. It inserts a new GIS map title within the folder you right-clicked.
  • Insert GIS Report: This command is only available when you right-click the My Reports folder or one of its sub-folders. It inserts a new GIS report title within the folder you right-clicked.
  • Insert Graph Report: This command is only available when you right-click the My Reports folder or one of its sub-folders. It inserts a new Graph report title within the folder you right-clicked.
  • Insert Jasper Report: This command is only available when you right-click the My Reports folder or one of its sub-folders. It inserts a new JasperReport title within the folder you right-clicked.
  • Insert Tabular Report: This command is only available when you right-click the My Reports folder or one of its sub-folders. It inserts a new Tabular report title within the folder you right-clicked.
  • Copy: This command creates a copy of the selected report and places it in buffer memory. You may then right-click the folder in which the copy of the report is to be placed and click Paste from the shortcut menu to place the copied report in the desired folder.
  • Cut: This command is only available for reports in your My Reports folder. It removes the selected report from its current location and places it in buffer memory. You may then right-click the folder in which the report is to be placed and click Paste from the shortcut menu to place the report in the desired folder.
  • Delete: This command deletes the selected report from the My Reports hierarchy. (You cannot delete reports shown in the Shared or Public folders.)
  • Delete Selected: This command deletes all reports in the My Reports hierarchy that have a check mark in the square beside the report name. (You cannot delete reports shown in the Shared or Public folders.)
  • Make Report Private: This command is only available for a report that you (that is, your User ID) made public. It removes the copy of the report from the Public folder. (It may be initiated from either the Public folder or your My Reports folder).
  • Make Report Public: This command is available for reports in your My Reports folder that are not currently public. When you select this command the system copies the report you right-clicked to the Public folder. It may then be accessed by anyone in your agency.
  • Paste: This command places the report currently in buffer memory in the selected folder.
  • Schedule Report to be Emailed: This command allows you to send the selected report to other people as an email attachment. When you select this command, the system displays the Schedule Email window. See Schedule Email Window for more information on this window.
  • Setup/Show Report: This command displays the configuration dialog box for the report type of the report you right-clicked. For more information, click the link for a particular report type: Finest Partition, GIS, Graph, or Tabular. For GIS Maps, see the GIS (Geographic Info System) Explorer window for more information. Other than Tabular reports, you must display the configuration dialog box for a report to display the report.
  • Share Report: This command displays a dialog box so you may select the user or users with which you wish to share the report you right-clicked. See Share Report Window for more information.
  • Show Report: This command is only available for Tabular reports. It opens a new window and displays the report using current data. If a tabular report is configured with an As Of date that is different than the current date, the report generated with this command may differ from the same report generated via the Tabular Reports Configuration dialog box.
  • Download Report: This command starts a process to place the highlighted report on your computer. Once on your computer, you may use the appropriate JasperReports development tool (such as iReport) to modify the report template to suit your needs.
  • Copy: This command creates a copy of the selected report and places it in buffer memory. Then right-click the folder in which the copy of the report is to be placed and click Paste from the shortcut menu to place the copied report in the desired folder.
  • Cut: This command is only available for reports in your My Reports folder. It removes the selected report from its current location and places it in buffer memory. You may then right-click the folder in which the report is to be placed and click Paste from the shortcut menu to place the report in the desired folder.
  • Edit Jasper Subreports: This command displays a new window that allows you to edit the subreports contained in the JasperReport you right-clicked.
  • Paste: This command places the report currently in buffer memory in the selected folder.
  • Show Report (Excel): This command creates the report in a format readable by the Microsoft Excel application and, if this application is available, displays the report in Excel.
  • Show Report (HTML): This command opens a new browser window and displays the report.
  • Show Report (PDF): This command creates the report in a format readable by the Adobe Reader application and, if this application is available, displays the report.
  • Update Report: This command allows you to replace the highlighted report with a new version (in other words, modify the report).
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