Options Assigned to a Report
This page focuses on the available options and actions assigned to a Report based on its location and the user's access level.
Creating a New Report
Navigate to the Platform Homepage.
The Create New Report option is accessible on the Platform Homepage in two ways:
Right-click anywhere on the My Documents or Public Documents blank space to get the context menu.
OR
Click the Create option to open the context menu from the Platform Homepage.
Accessing the Create New Report option
OR
The user can also use the Report option, either from the left side menu panel of the Homepage or the Apps Menu, to begin the Report creation process.
The Create New Report window opens.
Enter a title for the report.
Describe the report (optional).
Select any one option to begin with the Report.
Select Existing Data Store: It will redirect the user to the list of existing data stores.
Upload CSV: It will redirect the user to upload a CSV file.
Upload Excel: It will redirect the user to upload an Excel file.
Creating a Report Based on the Existing Data Store
Select a Data Store from the list by using the given checkbox.
Click the Create Report option.
Creating a New Report by selecting an existing Data Store
Creating a Report by Uploading a File
Select the Upload File option for CSV or Excel.
Provide a Data Store Name.
Choose a File and upload it.
In case of an Excel file, selection of a specific sheet will also be prompted in the UI.
The completion of the file upload process will be indicated by a 100% completion mark and a corresponding notification message.
Once the file is chosen, the Data Store Details, Variable Types, and Examples tabs will appear.
Click the Create Report option when it gets enabled.
Creating a New Report by uploading a CSV file 
Creating a New Report by uploading an Excel file
A new report will be created based on the selected options, and the Design page will open by default. The following image displays a report creation based on an existing datastore.
Report Design Page Go back to the document space on the platform where the Report creation was intended (it can be either All Files or Public Documents), and the newly created Report will be added there. Here, it is created under the All Files.
The Report gets created under the desired document space
Options Assigned to a Report
Select an existing Report.
Use the right-click on it to get the credited options for a Report in a context menu.
Open in New Tab
The user can open the selected report in a new tab using this option.
Click the Open in New Tab option from the Report context menu, which contains all the credited options.
The concerned report opens in a new tab.
Properties
Select the Properties option from the Options menu.
A new screen pops up with some options:
Properties
Displays the basic properties of the selected Report.
Share with User
The report document gets shared with the selected user or users.
Select the Share with User tab.
Search for a specific user(s) using the search bar.
Select a user or multiple users using the checkbox(es).
Click the Save option.
A success message stating, “Document privilege has been updated successfully,” appears.
The report gets shared with the selected user or users.
Share with Group
The report gets shared with the selected user group or user groups.
Select the Share with Group tab.
Search for the specific (user) Group(s) via the Search bar.
Select a user group or multiple groups using the checkbox(es).
Click the Save option.
A success message stating, “Document privilege has been updated successfully," appears:
The report is shared with the selected user group or user groups.
Exclude Users
The selected user will be excluded from the privilege of accessing the report.
Select the Exclude Users tab
Search for the specific user via the Search bar.
Select a user or multiple users using the checkbox(es).
Click the Save option.
A success message stating, “Document privilege has been updated successfully,” appears:
The selected users are excluded from the permission to access the report.
Copy to
A copy of the report is created and shared with the selected users.
Select the Copy to tab.
Search for the specific user(s) via the Search bar
Select the user(s) using the checkbox(es).
Click the Save option.
A message appears stating, “Document copying process started. Please check the notification for confirmation.” appears.
The user will be updated through the Notifications window on the task of copying the report. For example, the following image notifies the user about the successful completion of the copying action.
A copy of the report is shared with the selected user or users.
Report Burst
The Report Burst operation allows users to share the open document link of a report with designated recipients via email. Recipients can be scheduled in advance to receive the link, and the schedule can be terminated once the intended period has concluded.
Navigate to the Public Documents space.
Select a report and access the options context menu.
Click the Properties option from the context menu of the report.
The Properties drawer opens with multiple tabs.
Open the Report Burst tab.
Add an external or internal user(s). You may select a user from the displayed user list, or use the email ID to register a user. You may add multiple users.
Provide a subject for the Report Burst.
Provide Description (It is an optional field).
Go to the Schedule section and schedule the selected report by configuring the time range.
Click the Save option.
A confirmation message appears.
Close the Properties drawer for the report and reopen it. The Scheduler status becomes active.
The open doc link of the selected report gets shared with the selected user at the scheduled time through the registered email.
Click the Stop Schedule button to stop the scheduled Report Burst.
A message appears to confirm the same.
Open the report. The schedule stops, and the button turns into Inactive mode.
Modifying a Document
Select the Modify Document option from the Report options menu.
The Modify Report window opens.
Modify the following information:
Title: Enter a title for the Report
Description: Describe the Report (Optional)
Click the Save option.
A confirmation message appears, and the chosen information for the Report gets modified.
Adding/Removing a Report Document to/from Favorites
Check out the illustration on adding or removing a report to/ from Favorites.
The user can add a Report to or remove it from the Favorites.
Select the Add to Favorites option from the Operations menu.
A new message pops up, “Document Added to favorites.”
Open the Favorites document using the document drop-down menu.
The selected Report is added to the Favorites space.
Click the Remove from Favorites option by right-clicking on the report under Favorites.
OR
Please navigate to the original Report document.
Open the context menu to get the Remove from Favorites option.
Click it.
A confirmation message appears.
The selected report gets removed from the Favorites.
Confirmation message after the report gets removed from the Favorites
Move to
Select the Move to option from the Report Options menu.
The Move to drawer opens, listing the available folders.
Select a folder or subfolder.
Click on the Move icon to open a list of available sub-folders.
The selected folder or subfolder will be mentioned at the top of the Move to drawer.
Click the Save option.
A confirmation message appears.
The concerned report is moved to the selected folder or subfolder. For example, the Sample Report is moved to the Reports 95 folder.
Renaming a Report Document
Select the Rename option from the Operations menu.
The Rename dialog box opens.
Enter the New Name for the report.
Click the Save option.
A confirmation message appears.
The report gets renamed successfully.
Creating a Copy of a Report
The user can copy a report and paste it into the selected place on the BDB Platform.
Select the Copy option from the Report options menu.
Select another folder and use the right-click to get the Paste option.
Or
Navigate to My Documents or Public Documents and right-click anywhere.
A context menu with the Paste option appears.
Select the Paste option.
The Paste window appears.
The Name field displays the prefix ‘Copy of-’ before the original name of the report
Click the Save option.
The copied report document gets pasted successfully with a different name in the given space.
E.g., the following image shows that the Demo Report is named Copy of Demo Report and has been pasted under the All Files space.
Deleting a Report
Select the Delete option from the Operations menu.
A new window opens, assuring the deletion.
Click the Delete option.
A success message appears.
The selected report gets removed. l
Report Burst
Select the Report Burst option from the Report options menu.
The Report Burst window opens.
Add the users or user groups.
Provide a subject.
Provide a description (optional).
Schedule the time for report bursting.
Click the Save option.
A confirmation message appears.
The inactive button turns into Active.
The open document link will be shared with the selected user(s)/ user group(s) on the user's email ID.
Switch off the scheduler by clicking the Stop Schedule icon.
The schedule stops, and the same gets communicated through a confirmation message.
