Report Manager Action Buttons

Opens the Report Editor (Accessing the Report Editor) to create a report.

Note: If you do not have access to the Report Editor (i.e., "Create Report - Report Editor" role permission) but have access to the Question Wizard (i.e., "Create Report - Question Wizard" role permission) or the Report Designer t(i.e., Create Report - Report Designer) the New Report button will open the Question Wizard or Report Designer respectively. If you do not have permission to access the Report Editor, Question Wizard, or Report Designer, the New Report button will not be enabled.

Opens the default editor (Report Editor/Question Wizard/Report Designer) for the selected report, i.e., the editor that was last used to save or create the report, allowing you to add or modify the selected report's attributes like chart titles, field aggregations and groupings, legends, date ranges and conditions

Deletes the selected report(s)

Creates a copy of the selected report and saves it in another folder.

Note: If the copy of the selected report is saved in a folder containing another report of the same name, the copied report will have a number attached to it's original name. I.e. Within the same folder, there may be a report titled, "FilesThe electronic record created when a user submits an incident report, such as a fall or medication error, or when a patient provides feedback. Some organizations refer to files as events, reports, or cases. by Type of Peer Review", and if there is a duplicated report, it would be titled, "Files by Type of Peer Review (2)".

Note: If the targeted folder is a public folder, a user would need the "Save in Public Folder" role function. If the targeted folder is a private folder, the user would need the "Save in Others' Private Folder" role function. In addition, the user must have the "Save Reports" role function.

Options under the More button include:

• Move To – moves the selected report to a different folder.
• Note: In order to use this option, you must have the module-specific role permissions "Save Reports" and "Delete Reports". You need these role permissions for the module the report belongs to. If the selected report is owned by a different user, you must also have the "Delete other User's Reports" role permission. If you are moving the report to a public folder, you must have the "Save Reports in a Public Folder" common role permission. If you are moving the report to a private folder, you must have the "Save Reports in Other Users' Private Report FoldersElectronic bins used to store files with similar attributes. Folders are created and populated from the management form." common role permission.
• Export to CSVA Comma Separated Values file. Each row in the file represents a record. When opened in Microsoft Excel®, each value appears in its own cell; when opened in Notepad®, however, the record’s values are separated by commas. – exports and saves the selected report as a .csv file.
• Properties – opens the Report/Snapshot Properties dialog (Modifying Report and Snapshot Properties)
• Import Report – imports report definition (Importing Report Definitions)
• View/Export Report Definitions - exports a report definition to an XMLExtensible Markup Language. A structured electronic file that allows you to exchange information between computer systems. file (Exporting a Report to XML
• Create - Question Wizard – opens the Question Wizard (Accessing the Question Wizard)
• Create - Report Designer – opens the Report Designer to create a new report (Creating a Report with Report Designer)
• Edit - Report Editor - select a report and choose this option to edit the report in Report Editor.
• Edit - Report Designer - select a report and choose this option to edit the report in Report Designer (Editing a Report with Report Designer). Note: If you have used the legacy Report Designer and want to continue editing reports using that tool, see Editing a Report in Legacy Report Designer

Allows you to save an unsaved report listed in Recently run reports.

Note: If the targeted folder is a public folder, a user would need the "Save in Public Folder" role function. If the targeted folder is a private folder, the user would need the "Save in Others' Private Folder" role function. In addition, the user must have the "Save Reports" role function.

Removes the selected report version(s) from Recently run reports.