# Options Assigned to a Report

## Creating a New Report <a href="#creating-a-story-create-new-story-option" id="creating-a-story-create-new-story-option"></a>

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fisu2DvHDnfSvLWPSGzo3%2Fuploads%2FJnc1b3TEcCQbOpGL3Y9v%2FReport%20Creation%20under%20the%20All%20Files%20space.mp4?alt=media&token=96d69f1b-1b45-4987-87ee-712464584e27>" %}

* 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.

  &#x20;      OR

  * Click the ***Create*** option to open the context menu from the ***Platform Homepage***. &#x20;

    <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F7LEcyOpRCz6sqdk3PS1m%2Fimage.png?alt=media&#x26;token=99026379-3994-4617-96c3-02226fd0741a" alt=""><figcaption><p><em><strong>Accessing the Create New Report option</strong></em></p></figcaption></figure>

  &#x20;        OR     &#x20;

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.&#x20;

<figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FXMg1nbTOUubQlJZog8DN%2Fimage.png?alt=media&#x26;token=dfc78c28-ea5b-4940-aea7-4ac75cde3bc9" alt=""><figcaption><p><em><strong>Accessing the Report option</strong></em></p></figcaption></figure>

* 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. &#x20;
  * **Upload Excel**: It will redirect the user to upload an Excel file. &#x20;

    <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2Fh5pOrHHbsaxgnLhDea6L%2Fimage.png?alt=media&#x26;token=66f0e286-eb49-4b1d-9b96-47cdd9404a58" alt=""><figcaption></figcaption></figure>

### Creating a Report Based on the Existing Data Store

* Select a ***Data Store*** from the list by using the given checkbox.&#x20;
* Click the ***Create Report*** option.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FtprU8D7DIwef0SODmqWt%2Fimage.png?alt=media&#x26;token=8516f503-e47c-4bdb-a185-d64a29630feb" alt=""><figcaption><p><em><strong>Creating a New Report</strong></em> by selecting an existing <em><strong>Data Store</strong></em></p></figcaption></figure>

### 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.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F8AqbcTV16DSdXZKtsJfZ%2Fimage.png?alt=media&#x26;token=f32cb1a9-f7d5-4b93-b4a8-8d6097a049f8" alt=""><figcaption><p><em><strong>Creating a New Report by uploading a CSV file</strong></em></p></figcaption></figure>

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FI8OMHSqPed4YOLXtpHoC%2Fimage.png?alt=media&#x26;token=41a28890-5dba-41c3-8ac1-4f46d6a19256" alt=""><figcaption><p><em><strong>Creating a New Report by uploading an Excel file</strong></em></p></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> After the user clicks the **Create Report** option using the **Create New Report** dialog box, the Data Store also gets created, the Data Store Created option gets a checkmark, and it turns Purple.*
{% endhint %}

* 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.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FhTohxLmfipGoXOgPBMdS%2Fimage.png?alt=media&#x26;token=d461205e-3a76-443f-8b5f-cf180803fada" alt=""><figcaption><p>Report Design Page </p></figcaption></figure>
* 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.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FEYmvuTDGZS0zm5hYSgU8%2Fimage.png?alt=media&#x26;token=9fb06b69-c404-4a32-af2e-f15091f4c715" alt=""><figcaption><p>The Report gets created under the desired document space</p></figcaption></figure>

## Options Assigned to a Report  <a href="#options-assigned-to-a-story" id="options-assigned-to-a-story"></a>

* Select an existing Report.
* Use the right-click on it to get the credited options for a Report in a context menu.      ​&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FT0PG8FRdKRlkW5KFMF8Y%2Fimage.png?alt=media&#x26;token=cf05f399-73fa-4bc4-bfd0-c065711466b3" alt=""><figcaption></figcaption></figure>

### Open in New Tab <a href="#toc24652224" id="toc24652224"></a>

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.

&#x20;       ![](https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F1BjMOiQUjaFBODRlsLk5%2Fimage.png?alt=media\&token=a3e4b49f-4028-409c-be57-151dd4a6f481)​

* The concerned report opens in a new tab.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FHOtfbFI2eWbcTEbBwdDB%2Fimage.png?alt=media&#x26;token=55cd67b1-9882-42d0-be37-dbf3f54a53ff" alt=""><figcaption></figcaption></figure>

### Properties <a href="#properties" id="properties"></a>

* Select the ***Properties*** option from the ***Options*** ***menu***.    &#x20;

&#x20;       ![](https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FiKsWo5ypnleqyHtE2PyM%2Fimage.png?alt=media\&token=4c85d651-d57c-42ec-8fe6-0bd4271ff3a8)​

* A new screen pops up with some options:    &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FtDeTpv4CklWRyupSi3EA%2Fimage.png?alt=media&#x26;token=b41850e2-94b2-49a4-b7c0-dd6a27ca8b5c" alt=""><figcaption></figcaption></figure>

#### **Properties**

Displays the basic properties of the selected Report.&#x20;

<figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FMsdpHWwqTq1Lh5GZG7ZX%2Fimage.png?alt=media&#x26;token=b2509f1b-d04a-4d90-a463-6b7cfec96973" alt=""><figcaption></figcaption></figure>

<details>

<summary>Upload an Image to a Report</summary>

Upload an image to a Report: The user can upload an image by using the ***Browse*** option.

* [x] Click the ***Browse*** option.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FDjSwtWCrKwLAjMg1bn7e%2Fimage.png?alt=media&#x26;token=3f524daa-2300-4864-8939-c15ae3f9ea7f" alt=""><figcaption></figcaption></figure>
* [ ] Upload an image from the system.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F2KRiQhZzkCVK47IuuTmm%2Fimage.png?alt=media&#x26;token=b2a3b5f7-9692-479e-bbc9-d4a79db4f058" alt=""><figcaption></figcaption></figure>
* [ ] Click the ***Save*** option after the image is uploaded to the report.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2Fa7B5lfsHoQ1ywqe4y2Jz%2Fimage.png?alt=media&#x26;token=04ccc751-b3f9-4f58-8a78-79232092e452" alt=""><figcaption></figcaption></figure>
* [ ] A notification message appears.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FDmUns28MVVjBx6d9FOjl%2Fimage.png?alt=media&#x26;token=9146ceda-8b5f-45a3-a09d-8b31cc580bf7" alt=""><figcaption></figcaption></figure>
* [ ] The selected image will be uploaded to the report.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FsiEKbA6oSPIxhhP8bQPy%2Fimage.png?alt=media&#x26;token=33560903-0a82-4297-8eca-9b248a793228" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Copy the Report Open Doc Link</summary>

* [ ] Click the ***Copy link*** icon to copy the open document link.
* [ ] Select an option from the ***Can view*** and ***Can edit*** options using the radio button.
* [ ] Click the ***Save*** option to save the property settings.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FwvQhUSfnNrDhCB76tJI7%2Fimage.png?alt=media&#x26;token=be3753dc-7f1d-40d1-8456-22a2b27e7cea" alt=""><figcaption></figcaption></figure>
* [ ] The copied open doc link can be shared with a user outside the platform as well.

</details>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The users can select via the **Properties** screen whether the other users to whom the report has been shared would have view-only rights or they can edit the shared copy.*

* *If a document is shared using the **Can View** option, it will only have the **View-only access**.*
* *If a document is shared using the **Can edit** option, then it **can be modified by the user.***
  {% endhint %}

#### **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.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F2SoRlzBjC7Wgbi5p3vA5%2Fimage.png?alt=media&#x26;token=67b3716d-f152-4ce3-ab43-dd4c93870bf3" alt=""><figcaption></figcaption></figure>
* A success message stating, “**Document privilege has been updated successfully,**” appears.
* The report gets shared with the selected user or users.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FslzkT78qcSuZR5y7HxrW%2Fimage.png?alt=media&#x26;token=b9dc6ed8-0ee0-498b-9205-09e377f3de82" alt=""><figcaption></figcaption></figure>

#### **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.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FJMPTqgSbedofygLkW2Yr%2Fimage.png?alt=media&#x26;token=77ba775d-cd41-4203-9098-7355dcb10b7b" alt=""><figcaption></figcaption></figure>
* A success message stating, “**Document privilege has been updated successfully,**" appears:&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FvGk6htZH3LBSqUg3IwMn%2Fimage.png?alt=media&#x26;token=ceb67e9a-2af6-45cc-bdbd-eedff0681a7a" alt=""><figcaption></figcaption></figure>
* The report is shared with the selected user group or user groups.

{% hint style="info" %}
*<mark style="color:green;">Please note:</mark>* *If a report is shared using this option, the selected users or user groups receive a view-only copy. The shared report is added to the **Shared Documents** space.*
{% endhint %}

**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. &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FQaj7Ilk0Yjzwbo35CYuB%2Fimage.png?alt=media&#x26;token=91e8a223-cea5-4d16-8ff2-1dceb42c896a" alt=""><figcaption></figcaption></figure>
* A success message stating, “**Document privilege has been updated successfully,**” appears:&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FkJz7KFZkaWOpPQTaq1E7%2Fimage.png?alt=media&#x26;token=df374019-9169-46d3-8428-8a4891cc3f00" alt=""><figcaption></figcaption></figure>
* The selected users are excluded from the permission to access the report.

**Copy to**&#x20;

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.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F1WdLhsfPq3HtbC2l40jG%2Fimage.png?alt=media&#x26;token=bcda8c59-1874-4e5e-8a37-bcfa2711e4ee" alt=""><figcaption></figcaption></figure>
* A message appears stating, “**Document copying process started. Please check the notification for confirmation.**” appears.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FWvjcrzOJ9hgM9H1LT9gj%2Fimage.png?alt=media&#x26;token=afb09a37-8674-4f13-bcc7-1bd988763059" alt=""><figcaption></figcaption></figure>
* 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.    &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FILdsFPBmIXcr0O8ZI9Eg%2Fimage.png?alt=media&#x26;token=f7867606-86aa-4c57-91ff-073c57bc9dfb" alt=""><figcaption></figcaption></figure>
* A copy of the report is shared with the selected user or users.

{% hint style="info" %}
*<mark style="color:green;">Please note:</mark> If a report is shared using the **Copy to** option, the selected users can modify the received report. The copied report can be accessed from the **Shared Documents** space.*
{% endhint %}

#### **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.

{% hint style="info" %}
*<mark style="color:green;">**Please note:**</mark>**&#x20;****Reports** created or shared **under the Public Documents space get the Report Burst tab** as a part of their **Properties** tab**.***
{% endhint %}

* 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.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F9kDgpJfUQls6HwuCuC0G%2Fimage.png?alt=media&#x26;token=f99f72a5-8e4c-4b79-ac0c-74b70b2590a0" alt=""><figcaption></figcaption></figure>
* 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.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FKvxhg4D5xCe1SSUhIe2M%2Fimage.png?alt=media&#x26;token=b7e92ce7-4407-46a1-a37e-ff2d0a3fccfe" alt=""><figcaption></figcaption></figure>
* A *confirmation* message appears.     &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FasmeOQjLRzEs56hqWqdB%2Fimage.png?alt=media&#x26;token=24ca32f1-edab-4bbc-9cc2-f447c12836a4" alt=""><figcaption></figcaption></figure>
* Close the ***Properties*** drawer for the report and reopen it. The Scheduler status becomes active.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FXvNGhIdD5pTL1ttiWuS6%2Fimage.png?alt=media&#x26;token=4c219ba7-0a34-4550-adf1-61ade29b0bf0" alt=""><figcaption></figcaption></figure>
* The open doc link of the selected report gets shared with the selected user at the scheduled time through the registered email.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FpxbBsG5NxzPnMRov5Utk%2Fimage.png?alt=media&#x26;token=0ef12b53-91c8-426b-8681-35276874c9a5" alt=""><figcaption></figcaption></figure>
* Click the ***Stop Schedule*** button to stop the scheduled Report Burst.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2Fn0v1F47WYw4YkBwx1KYm%2Fimage.png?alt=media&#x26;token=5cbc58f9-e577-4641-96cb-f42a3f6e59ae" alt=""><figcaption></figcaption></figure>
* A message appears to confirm the same.​     &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FiVFqRCZJhIArNyjiJfPo%2Fimage.png?alt=media&#x26;token=0ad75066-6ef2-44f0-8ac9-2ecb54df6026" alt=""><figcaption></figcaption></figure>
* Open the report. The schedule stops, and the button turns into Inactive mode.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FCIqnZVjUkzwkPgUzxseg%2Fimage.png?alt=media&#x26;token=ec5a0323-6aa4-488d-ab93-bdb9bbfb52fc" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>*&#x20;

* *The **Report Burst** option is provided for **a created Report as an option** in the context menu.*
* *The notification mail will be sent to the concerned users from the BDB Support team while sharing the report with user(s)/ group(s), excluding user(s), or using the Report Burst options.*
  {% endhint %}

### Modifying a Document <a href="#modifying-a-document" id="modifying-a-document"></a>

* Select the ***Modify Document*** option from the ***Report*** options menu.

&#x20;      ![](https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F72ReOdiH0rJnO9k1TJ41%2Fimage.png?alt=media\&token=15cfb7fd-dea7-4c1a-949b-2639ee7832bf)

* 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.

&#x20;       ![](https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F95ICityE57ZHWqEDJnaf%2Fimage.png?alt=media\&token=ea8a054a-47ba-4dde-a9e6-23d41f236324)​

* A confirmation message appears, and the chosen information for the Report gets modified.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FY0FhflSxD6gunnIWo1pF%2Fimage.png?alt=media&#x26;token=31dfe6a7-1de3-49c4-983c-9b5d90a467d6" alt=""><figcaption></figcaption></figure>

### Adding/Removing a Report Document to/from Favorites <a href="#toc191672" id="toc191672"></a>

{% hint style="success" %}
***Check out the illustration on adding or removing a report to/ from Favorites.***
{% endhint %}

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fisu2DvHDnfSvLWPSGzo3%2Fuploads%2FAymYUcwAYwHqJ2YQFqL8%2FAdd%20to%20%26%20Remove%20From%20Favorites.mp4?alt=media&token=9345df20-0373-4947-9705-93e4a392c1e5>" %}

The user can add a Report to or remove it from the Favorites.

* Select the ***Add to Favorites*** option from the Operations menu.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FGpBUbtnG7XMdbKw05eUh%2Fimage.png?alt=media&#x26;token=1bea6269-77f5-4d76-91f3-55af5afd0221" alt=""><figcaption></figcaption></figure>
* A new message pops up, “**Document Added to favorites**.”     &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FeM8DzOmYIM0Sn9mamGvc%2Fimage.png?alt=media&#x26;token=515c152b-b3b8-4195-a07e-4798c2ec093b" alt=""><figcaption></figcaption></figure>
* Open the ***Favorites*** document using the document drop-down menu.
* The selected Report is added to the ***Favorites*** space.       &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FcYrzbEumyehgmI4W7ot1%2Fimage.png?alt=media&#x26;token=0a529b2b-09a5-4718-a45e-36418c843f11" alt=""><figcaption></figcaption></figure>
* Click the ***Remove from Favorites*** option by right-clicking on the report under Favorites.   &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FncJj6T1Z37IvoLQgPjTE%2Fimage.png?alt=media&#x26;token=54c5b59c-1248-4dce-962c-78105535909e" alt=""><figcaption></figcaption></figure>

&#x20;    OR

* Please navigate to the original Report document.
  * Open the context menu to get the ***Remove from Favorites*** option.&#x20;
  * Click it.

    <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FKIE3bde4WOZxdLVCDx9T%2Fimage.png?alt=media&#x26;token=c47cbb9e-95e9-4fd4-a4cb-ab405a70246b" alt=""><figcaption></figcaption></figure>
* A confirmation message appears.
* The selected report gets removed from the ***Favorites***.     &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F1G2LO8ICO0nF1nuCdoEa%2Fimage.png?alt=media&#x26;token=1633a703-e30c-4c84-9aab-a8d2f7a900de" alt=""><figcaption><p>Confirmation message after the report gets removed from the <em><strong>Favorites</strong></em></p></figcaption></figure>

### Move to <a href="#move-to" id="move-to"></a>

* Select the ***Move to*** option from the ***Report Options*** menu. ​

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2Fmezn4CrG9qw6ptAvVaPZ%2Fimage.png?alt=media&#x26;token=379bdd8d-152e-4279-b90b-dd3bba2ea990" alt=""><figcaption></figcaption></figure>
* 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.  ​

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FrgRSlIvDsh7ITdJuB40i%2Fimage.png?alt=media&#x26;token=7fbcbbdb-0679-404a-987e-6c28593f0ab0" alt=""><figcaption></figcaption></figure>
* The selected folder or subfolder will be mentioned at the top of the Move to drawer.
* Click the ***Save*** option.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FMPt81j3ugnaueigHZCj2%2Fimage.png?alt=media&#x26;token=655e98a8-952a-454a-9a83-ff5caa891684" alt=""><figcaption></figcaption></figure>
* A confirmation message appears.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FU6bT9sUmPTxIaMSfHxPH%2Fimage.png?alt=media&#x26;token=46bb1c2b-4cfd-43ff-9efa-4616b35faa7b" alt=""><figcaption></figcaption></figure>
* The concerned report is moved to the selected folder or subfolder.​  For example, the Sample Report is moved to the Reports 95 folder.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FZy06Czv8VESWnCQTqfHG%2Fimage.png?alt=media&#x26;token=e85f4eb1-c9b1-4eea-9d79-be6b20b0555f" alt=""><figcaption></figcaption></figure>

### Renaming a Report Document <a href="#renaming-a-story-document" id="renaming-a-story-document"></a>

* Select the ***Rename*** option from the Operations menu.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FVk1j0eN7RlzhCxTcb8h0%2Fimage.png?alt=media&#x26;token=07ddcf61-24a0-4941-8dce-a01c5409598e" alt=""><figcaption></figcaption></figure>
* The ***Rename*** dialog box opens.
* Enter the ***New Name*** for the report.
* Click the ***Save*** option.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FTLNkHP0EAnU4rGisx0dr%2Fimage.png?alt=media&#x26;token=bfdfd0ec-c8c4-4c21-a41b-7a64a7615bd1" alt=""><figcaption></figcaption></figure>
* A confirmation message appears.
* The report gets renamed successfully.     &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FxC0kqEEOanVB8oHQvpvX%2Fimage.png?alt=media&#x26;token=36ac7f8f-54eb-413b-9b76-6b66bcee769a" alt=""><figcaption></figcaption></figure>

### Creating a Copy of a Report <a href="#toc24652222" id="toc24652222"></a>

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. &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FGsIPUoRUr6hK88rGSmgx%2Fimage.png?alt=media&#x26;token=ee84c579-95bd-45c6-8e23-0e6659109aa8" alt=""><figcaption></figcaption></figure>
* Select another folder and use the right-click to get the ***Paste*** option.

&#x20;       Or

* Navigate to ***My Documents*** or ***Public Documents*** and right-click anywhere.
* A context menu with the Paste option appears.
* Select the ***Paste*** option.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FRTR0t37TgVJhk8oJBiM6%2Fimage.png?alt=media&#x26;token=9c337d57-d3c2-4b62-bf54-b6af3f762511" alt=""><figcaption></figcaption></figure>
* The ***Paste*** window appears.
* The ***Name*** field displays the prefix ‘**Copy of-**’ before the original name of the report&#x20;
* Click the ***Save*** option.

&#x20;        ![](https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FyGGM1m44pBQmz0HdofrQ%2Fimage.png?alt=media\&token=f6e60476-e754-4168-ae17-2b20657db96f)

* 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. &#x20;

<figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FdJRSOsxSv3H9LQNGPbUR%2Fimage.png?alt=media&#x26;token=310336a7-d601-4ada-8e50-fb9a3ec7f85f" alt=""><figcaption></figcaption></figure>

### Deleting a Report <a href="#deleting-a-story" id="deleting-a-story"></a>

* Select the ***Delete*** option from the Operations menu. ​

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FlrQNqhE40tyEZB32ivJL%2Fimage.png?alt=media&#x26;token=a997bf00-ea7e-4b1b-b751-457481cbc504" alt=""><figcaption></figcaption></figure>
* A new window opens, assuring the deletion.
* Click the ***Delete*** option.      &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F1KoA2CQfarXADNHtiord%2Fimage.png?alt=media&#x26;token=a2863028-82d8-474c-bee6-983c29218a7b" alt=""><figcaption></figcaption></figure>
* A success message appears.
* The selected report gets removed. l

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FR9JMVOg7T3gd66hqzuX6%2Fimage.png?alt=media&#x26;token=a618ca17-177a-423a-a796-ea3944fff95f" alt=""><figcaption></figcaption></figure>

### Report Burst <a href="#hlk57121601" id="hlk57121601"></a>

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fisu2DvHDnfSvLWPSGzo3%2Fuploads%2FLm0NOyUPPnOaFFZlbbmN%2FScheduling%20Report%20Burst%20for%20a%20Report.mp4?alt=media&token=0567bbb2-7791-43f5-b351-dc760691b6d8>" %}

* Select the ***Report Burst*** option from the ***Report*** options menu.  ​​![](https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F1ljUYdOcqCQyFpSHQBGD%2Fimage.png?alt=media\&token=eeeecffe-c7fa-4e21-b609-1b5ae7e60bae)
* 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.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FRNvE47by0EET7LPnsnHp%2Fimage.png?alt=media&#x26;token=ab2c371f-d631-4d61-8737-e69c7bedf028" alt=""><figcaption></figcaption></figure>
* A confirmation message appears.

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F5I80pBQ5HSZkH23FimeO%2Fimage.png?alt=media&#x26;token=983bbc16-0993-47a8-aec9-375ae2dc8d33" alt=""><figcaption></figcaption></figure>
* The inactive button turns into Active.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FnABzJV3AlJU8IStCMdvE%2Fimage.png?alt=media&#x26;token=6ada48b8-f113-490e-bd39-e90a56f10130" alt=""><figcaption></figcaption></figure>
* The open document link will be shared with the selected user(s)/ user group(s) on the user's email ID.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2FctBnWpz9q9kdZXA4oqaK%2Fimage.png?alt=media&#x26;token=d657b7ef-b011-4730-8d10-5afebd725993" alt=""><figcaption></figcaption></figure>
* Switch off the scheduler by clicking the **Stop Schedule** icon.&#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F9I0N487TIsHC0jjTFqHE%2Fimage.png?alt=media&#x26;token=de0acd6e-0af3-45a8-a081-a4f72c9eb29b" alt=""><figcaption></figcaption></figure>
* The schedule stops, and the same gets communicated through a confirmation message.       &#x20;

  <figure><img src="https://2214464204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzJz0r6plAthjomM4gHvv%2Fuploads%2F5IcexyhOGWUrat3VvKHj%2Fimage.png?alt=media&#x26;token=b81e64bb-ad83-4ab3-9752-01901c3a5074" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>*

* *The documents that are created in the **Public Documents** space get the **Delete** and **Move To** operations; the shared documents in this space do not get these two operations.*
* *The user can also access the **Report** module on the left panel provided on the **Homepage** and from the **Apps** menu.*
* *The **Report** also contains a **Comments** option to insert the report-related Comments. The functionality works in the same way as described for the Dashboards. You can refer to the* [***Insert Comments***](https://docs.bdb.ai/bdb-user-documentation/bdb-documentation/10.0/home/options-assigned-to-a-published-dashboard#insert-comments) *section provided under the* [***Options Assigned to a Published Dashboard***](https://docs.bdb.ai/bdb-user-documentation/bdb-documentation/10.0/home/attributed-document-options/options-assigned-to-a-published-dashboard) *for the details.*
  {% endhint %}
