Modifying Report and Snapshot Properties

For reports and snapshots you have created, you can update the properties, such as the name, description and favorite settings. With the appropriate role assignment, you may also modify public reports and snapshots. The Report Properties dialog allows you to view or modify the attributes on the following tabs: General (below), Snapshots (Modifying Report Snapshot Properties) and Schedules (Adding a Report to a Schedule). The Snapshot Properties dialog provides information similar to the General tab and can also be accessed from the Snapshots tab.

The General tab allows the user to view or modify the report name, description, category, privacy setting and favorite flag.

Prerequisites: You must have the 'View Report Properties' and 'View Snapshot Properties' enabled for your role.

To modify properties in the General tab:

1. From the Report Manager, select a report or snapshot.
2. Click the More button and click Properties.
3. For reports or snapshots you created, you may modify the following fields:
   1. Report/Snapshot Name – the title of the report/snapshot (100 characters) appears in widgets and panels.
   2. Report Description – additional information about the report (up to 500 characters).
4. To change the user who owns the report, click the user lookup tool in the Report Owner field to search for a new owner.

   Note: you must have the 'Change Report Owner' function enabled for your role to use this feature.

   1. Enter the user's ID or the user's name.
   2. Click Search.
   3. Select a search result.
   4. Click OK.
5. Check the Marked as Favorite box to add this report or snapshot to the Favorites list.
6. Note: you must have the 'Make Report Favorite' function enabled for your role.
6. Click OK to save your changes or navigate to the another tab: Snapshots (Modifying Report Snapshot Properties) or Schedules (Adding a Report to a Schedule).