> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/interacting-with-platform-4/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bdb.ai/interacting-with-platform-4/homepage/document-folders/document-options/options-assigned-to-a-report.md).

# Options Assigned to a Report

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

* 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***.

  <figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FbSVpnzVr8KAtaDcAUhp2%2Fimage.png?alt=media&amp;token=e5e445bf-cfe1-4e6f-991a-e8ca02863ff2" alt=""><figcaption><p><em><strong>Accessing Create New Report options</strong></em></p></figcaption></figure>

  OR     &#x20;

The user can also use Report icon either from the left side panel of the Homepage or the Apps Menu to begin with the Report creation process.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F7sdAMEwMO9zsLtIOFJnh%2Fimage.png?alt=media&amp;token=12a0f5e7-a598-4fb3-a3ff-d3b820fee865" alt=""><figcaption></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://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FCcBaMIparUcXUEm2D0V7%2Fimage.png?alt=media&amp;token=11243f7b-1966-4630-9af8-9e3e7c895313" alt=""><figcaption><p><em><strong>Various options to start Report Creation</strong></em></p></figcaption></figure>

* The next screen when an existing ***Data Store*** is selected to create Report.

  * Select a ***Data Store*** from the list by using the given checkbox. In the given image the available Data Store is only one.
  * Click the ***Create Report*** option.

  <figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2Fa7l9GmwvtleMGfQyvKqm%2Fimage.png?alt=media&amp;token=2677b283-8d9b-4225-ad54-fb01ee4000a8" alt=""><figcaption><p><em><strong>Creating a New Report</strong></em> by selecting an existing <em><strong>Data Store</strong></em></p></figcaption></figure>
* The next screens when a file is uploaded to create Report.
  * Provide a Data Store Name.
  * Choose a File and upload it.
  * Once the file is chosen, it will display the Data Store Details, Variable Types and Examples tabs.
  * Click the ***Create Report*** option when it gets enabled.&#x20;

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

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FhyCazEYREeQfwVGzj5iz%2Fimage.png?alt=media&amp;token=a0c41d12-cbb6-4912-85c0-fba7775c9d01" alt=""><figcaption><p><em><strong>Creating a New Report by uploading a CSV  file</strong></em></p></figcaption></figure>

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FRDy8QUL2qLjbHWYJMo00%2Fimage.png?alt=media&amp;token=363ee3b8-cf21-496d-8b06-65bc84e13e0d" alt=""><figcaption><p><em><strong>Creating a  New Report by uploading an Excel  file</strong></em></p></figcaption></figure>

* Based on the selected options, the Report will get created and the ***Design*** page opens by default.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FaOv51Xgkq5VZgltR9rjf%2Fimage.png?alt=media&amp;token=772196df-613a-4179-ab2d-15fbf744058e" alt=""><figcaption><p><em><strong>Design page</strong></em> of the <em><strong>Report</strong></em></p></figcaption></figure>

* Navigate to the Document Folder where the Report creation is targeted, the newly created Report will be added there.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FIeTvu1cyZVnLHkKr5JPA%2Fimage.png?alt=media&amp;token=fbe1302d-f897-4ec7-82b6-50f969a52451" alt=""><figcaption><p>The Reports get created under the <em><strong>My Documents</strong></em></p></figcaption></figure>

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

* *Navigate back to the space where the Report document creation was intended once you get redirected to the **Design** page of the Report module (i.e., In this case, Navigate to the **My Documents** space) to verify that the Report document has been created successfully.*
* *The user can also initiate the **Report** creation by clicking on the **Report module icon** from the **left panel** of the homepage or from the **Apps** menu.*
  {% endhint %}

## 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.      ​

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F193CISKcPDtFFcwUkXtH%2Fimage.png?alt=media&amp;token=5e5e2523-1341-4946-8cd3-bb5e1d61215c" 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 by using this option.

* Click the ***Open in New Tab*** option from the ***Report*** context menu containing all the credited options.

&#x20;     ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FuEK6NWXc4GlSCdE9ZBrx%2Fimage.png?alt=media\&token=4f0eca8c-2187-4b2c-8c9f-b27b67284b07)​

* The concerned report opens in a new tab.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FNv8zmhK9snExMzDC8iN2%2Fimage.png?alt=media&amp;token=0b647f84-8886-4bad-b2f0-e57655c4409e" alt=""><figcaption></figcaption></figure>

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

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

&#x20;      ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FmVlFIPciQHtfPEjSc8HT%2Fimage.png?alt=media\&token=a7d1e154-7789-40ef-a80f-f8ebccf18e69) ​

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

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FxDy2T88zRuX5pkg4Ojt7%2Fimage.png?alt=media&amp;token=8ee3c855-e5dc-4376-95dd-4bb14d90fd10" alt=""><figcaption></figcaption></figure>

#### **Properties**

Displays the basic properties of the selected Report.

* The user can upload an image by using the ***Browse*** option.
* Click the ***Copy link*** icon to copy the open document link.
* Select an option out of the ***Can view*** and ***Can edit*** options by using the radio button.
* Click the ***Save*** option to save the properties settings.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FJ1Pwp3L5h8OprTIrzPCx%2Fimage.png?alt=media&amp;token=9e02fd7a-2bc8-4344-a70b-58f6ca95eae5" alt=""><figcaption></figcaption></figure>

{% 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 with view-only rights or they can edit the shared copy.*

* *If a document gets shared using the **Can View** option, it will only have the **View only access**.*
* *If a document gets shared using the **Can edit** option, then **the document 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 by using the tick marks in the given box(es).
* Click the ***Save*** option.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FKmHgVlfCJpOUT0dE2qRa%2Fimage.png?alt=media&amp;token=bbc80455-dc18-4176-946d-d59c8fc17d3f" alt=""><figcaption></figcaption></figure>

* A success message appears, “**Document privilege has been updated successfully**”.
* The report gets shared with the selected user or users.&#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F4rllPSEjzagVzXIYRzbG%2Fimage.png?alt=media&amp;token=7eb2b000-f019-4705-be75-6b5e308d25bd" 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 user groups using the tick marks in the given box(es).
* Click the ***Save*** option.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F2MhTtC2ySxUOkx76iYCZ%2Fimage.png?alt=media&amp;token=b5d731a2-6d06-4c49-8ab2-e17964a31405" alt=""><figcaption></figcaption></figure>

* A success message appears, “**Document privilege has been updated successfully.**"

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FoAaJr49ekioCIV4PCopa%2Fimage.png?alt=media&amp;token=1c3b4f7e-3e75-4891-8640-4a98b2a139c3" 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, then 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 gets excluded from the privilege to access the report.

* Select the ***Exclude Users*** tab
* Search for the specific user via the Search bar.
* Select a user or users by using checkmark(s) in the given box.
* Click the ***Save*** option. &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FqmUIeRj6IZS1P5bbcsk7%2Fimage.png?alt=media&amp;token=e8160aa4-ade8-400c-b3e6-5d0c9359b846" alt=""><figcaption></figcaption></figure>

* A success message appears, “**Document privilege has been updated successfully.**”

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2Fe4Cua4ja9BqknAewcm2B%2Fimage.png?alt=media&amp;token=e0458f56-9721-4c88-9ace-1ea340486e37" alt=""><figcaption></figcaption></figure>

* The selected user or users get excluded from the rights to access the concerned report.

**Copy to**&#x20;

A copy of the report is created and shared with the selected users.

* Select the ***Copy to*** tab.
* Search the specific user(s) via the Search bar
* Select the user(s) by using the tick marks in the given box.
* Click the ***Save*** option.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FQWv5mpUQ1kPK6m0DYelv%2Fimage.png?alt=media&amp;token=493afef3-964d-4684-8f18-6723ba607ac3" alt=""><figcaption></figcaption></figure>

* A message appears stating, “**Document copying process started. Please check the notification for confirmation.**”

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FMtEtTXibwGgIZlrPqoQr%2Fimage.png?alt=media&amp;token=1d05bb5b-9dd6-4d9e-ae7f-a32dd333d0df" alt=""><figcaption></figcaption></figure>

* The user can open the ***Notification*** window to see the updates on the current task of copying the report. E.g., the following image displays that the report got successfully copied to the selected users.   ​   &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FvVjQ9nDSVQ60WtodQdu3%2Fimage.png?alt=media&amp;token=92fe6814-4757-412b-ae43-89f04a0bcc28" 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, then the selected users have the right to modify the received report. The copied report can be accessed from the **Shared Documents** space.*
{% endhint %}

#### **Report Burst**

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

The ***Report Burst*** operation allows the user to share the open document link of a ***Report*** to another user(s).&#x20;

* Navigate to the ***Public Documents*** documents space.
* Select a report and open the context menu with the available operations.
* Click the ***Properties*** option.
* A new window opens with multiple tabs.
* Select the ***Report Burst*** tab.
* Add an external or internal user(s).
* Provide Subject.
* Provide Description.
* Schedule the selected Report by configuring the time range.
* Click the ***Save*** option.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FgFRPGBU2MeA98k4s2r4B%2Fimage.png?alt=media&amp;token=33ead014-1dea-45c1-9046-3336a5b6b1bb" alt=""><figcaption></figcaption></figure>

* A *confirmation* message appears.     &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FB8G7JZzE5Hok4kXcFDZl%2Fimage.png?alt=media&amp;token=35cbc231-a35c-44ec-b95f-fdce27cc3fe5" alt=""><figcaption></figcaption></figure>

* The Scheduler status becomes active.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FbZZFBeCCnAkv8dtWB13L%2Fimage.png?alt=media&amp;token=7151d5f2-0886-4c31-a012-c157b9486e78" alt=""><figcaption></figcaption></figure>

* Click the ***Stop Schedule*** button to stop the scheduled Report Burst.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FUVMFVPtZqnIxLZ1EmvEF%2Fimage.png?alt=media&amp;token=1ed02091-5cbd-4a8c-abf2-b01d8eec000e" alt=""><figcaption></figcaption></figure>

* A confirmation message appears to inform the same.​     &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F0cxUSKTK3LPfB3y8kCRG%2Fimage.png?alt=media&amp;token=f262bb1c-6c1a-4e1a-909e-2736f4660a93" alt=""><figcaption></figcaption></figure>

* The schedule stops.&#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F0gtCtO4XSSduMILxNv5o%2Fimage.png?alt=media&amp;token=6785d42a-22c0-447e-85db-e4500afa09b7" alt=""><figcaption></figcaption></figure>

* The open doc link of the selected report gets shared to the selected user at the scheduled time through the registered email.

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

* *The **Report Burst** option is provided for **a created Report**&#x20;*&#x20;***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://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FFTaOnrARWhXpk1YwFqSH%2Fimage.png?alt=media\&token=92e00683-9697-46aa-a449-527c85eb98d2)

* 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://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F6nMJ6A41ztY5oi88N9od%2Fimage.png?alt=media\&token=44f5157b-3523-42e5-8442-f0fbd694ca8d)​

* A confirmation message appears and the chosen information for the Report gets modified.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FJrTtb9V9ZAXYCkadvvfE%2Fimage.png?alt=media&amp;token=6bc65039-d318-402c-a72d-182380ceb1fe" alt=""><figcaption></figcaption></figure>

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

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

* Select the ***Add to Favorites*** option from the Operations menu.

&#x20;      ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FUJGEJ5OZJvtSekm2WKDN%2Fimage.png?alt=media\&token=250ea666-385e-410a-9fbc-dd5cdd23fbac)

* A new message pops up, “**Document Added to favorites**.”     &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FfqnjVLF9r3xre2JuxYTl%2Fimage.png?alt=media&amp;token=7f70a7cd-1e4b-4d04-a20a-1539b2873024" alt=""><figcaption></figcaption></figure>

* Open the ***Favorites*** document using the document drop-down menu.

&#x20;      ![](https://content.gitbook.com/content/yLpkzJD96KjNdjlzFpyB/blobs/wMVSs3A576NVsU3BCCGH/image.png)

* The selected Data Sheet document gets added to the ***Favorites*** space.       &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FcDEntoRWfe7LXFMnsAnd%2Fimage.png?alt=media&amp;token=768a4055-40e2-4722-9116-0a983afa1c24" alt=""><figcaption></figcaption></figure>

* Click the ***Remove from Favorites*** option that appears by using a right-click on the report under the Favorites.   &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FI2lxjaqyzFXM10F5uOYN%2Fimage.png?alt=media&amp;token=46346833-69ac-4a26-b881-9ecea70d0a05" alt=""><figcaption></figcaption></figure>

&#x20;    OR

* Navigate to the original Report document and use right-click on it to get the ***Remove from Favorites*** option.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FSZhGDZuPktlH8m0dBE7m%2Fimage.png?alt=media&amp;token=a31d6729-7154-48a4-acf9-f9c9963b9909" alt=""><figcaption></figcaption></figure>

* A confirmation message appears.
* The selected report gets removed from the ***Favorites***.     &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FQUEf4lwGwrDzOtQFWPr5%2Fimage.png?alt=media&amp;token=a5b97243-b226-40af-adc7-629b891a7e2b" 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.

&#x20;      ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FgRwP3TzkZfqW2rjAdTGV%2Fimage.png?alt=media\&token=750209eb-a98d-4eb0-89b1-df7f88d62738)​

* A new screen opens with the available folder options.
* Select a folder or subfolder.
* Click on the ***Move*** option to open a list of available sub-folders.  ​

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FSu9M1u70vip5yAdJ9NSF%2Fimage.png?alt=media&amp;token=e055a074-ecc8-4c6b-ba1b-c74c16cf5171" alt=""><figcaption></figcaption></figure>

* A new window opens with the selected Folder mentioned on the top.
* Click the ***Save*** option. &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FVMs6OB6n1759CABSDjvA%2Fimage.png?alt=media&amp;token=5243c579-490d-4dcf-9a6f-be058557ee02" alt=""><figcaption></figcaption></figure>

* A confirmation message appears.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FBzDqxdLFNhtRFhWSGZwA%2Fimage.png?alt=media&amp;token=206177cf-2cc2-450e-bed5-bb353e919cba" alt=""><figcaption></figcaption></figure>

* The concerned report gets moved to the selected folder or subfolder.​

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FWKLme0meAeTCtzd48s2B%2Fimage.png?alt=media&amp;token=ec7739ab-b4b1-4670-b398-e9de44d92f26" 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;      ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FtTKpq1dfwrIml72Hjf4R%2Fimage.png?alt=media\&token=a68ebf81-b767-4514-a4f8-4d3968bf5a09)&#x20;

* The ***Rename*** dialog box opens.
* Enter the ***New Name*** for the report.
* Click the ***Save*** option.

&#x20;      ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FxiMQeseJOot3dRWhN58m%2Fimage.png?alt=media\&token=207f1b7b-92c7-4e6b-9c5c-564c07eddad5)​

* A confirmation message appears.
* The report gets renamed successfully.     &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FurEm3iENVspcgGdO5LxR%2Fimage.png?alt=media&amp;token=2ae30e13-1a61-4ec8-af97-808acf92eaa9" alt=""><figcaption></figcaption></figure>

### Copying and Moving 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.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F4P4KhFgM1aBicEHHcxhc%2FCopying%20a%20Report.mp4?alt=media&token=a09b9f83-de53-4091-8dca-bba0a5f8acc3>" %}

* Select the ***Copy*** option from the Report options menu.

&#x20;      ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F1ITdQq5mfxDLTecscrAM%2Fimage.png?alt=media\&token=4ec3a28d-b320-4354-82d9-7b9b2c4927e3)

* Select another folder and use right-click to get the ***Paste*** option.

Or

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

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2Fq3IQTWaalseR9Pj9pRqM%2Fimage.png?alt=media&amp;token=7793c7fd-8c9a-4230-a469-12d1f50ae7fd" alt=""><figcaption><p><em>Two ways to access the <strong>Paste</strong> option for a copied report document</em></p></figcaption></figure>

* The ***Paste*** window appears.
* The ***Name*** field displays the prefix ‘**Copy of-**’ before the original name of the report (E.g., Report *g*ets a new name *Copy of Report*.
* Click the ***Save*** option.

&#x20;      ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F1Dn5Z6N0aOB2JqYCxWMi%2Fimage.png?alt=media\&token=992b4fa8-6f36-46c6-9102-4c42a675301a)

* The copied report document gets pasted successfully with a different name in the given space.

E.g., The following image shows that *Report* is named ***Copy of Report*** and has been pasted to the ***My Documents*** space.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FNZqaYJAdVVnGgdnNc2lV%2Fimage.png?alt=media&amp;token=cd2598d2-1080-411a-b7f8-55ef718d97c4" 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://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FiRJ6Q6yp7b0atwhEJvFB%2Fimage.png?alt=media&amp;token=4e49d676-e93c-42ab-81c6-ad0223f9cb4e" alt=""><figcaption></figcaption></figure>

* A new window opens, assuring the deletion.
* Click the ***Delete*** option.

&#x20;      ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FJG7ZAwuTdmprfEpV8jwf%2Fimage.png?alt=media\&token=259f09aa-0d00-47c8-a682-100c7de59fbe)

* A success message appears.
* The selected report gets removed.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FojL7K4S2MK6UnKZ3101d%2Fimage.png?alt=media&amp;token=6ca81797-5ce0-4544-959b-7f11281fb92a" alt=""><figcaption></figcaption></figure>

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

* Select the ***Report Burst*** option from the Report options menu.  ​​

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FHOZdomqRv706cgvEb7vs%2Fimage.png?alt=media&amp;token=7b851d80-3e66-4e1a-8f70-2ac9fe4f58df" alt=""><figcaption></figcaption></figure>

* The ***Report Burst*** window opens.
* Add the users or user groups.
* Provide a subject.
* Provide description (optional).
* Schedule the time for report bursting.
* Click the ***Save*** option.&#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2Fvhld5WGWr1AYbBUu6YBb%2Fimage.png?alt=media&amp;token=daa4f373-086e-4cf4-8272-e6a7d21384fc" alt=""><figcaption></figcaption></figure>

* A confirmation message appears.

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F2QMxC8bZHCcn2XuIwNsR%2Fimage.png?alt=media&amp;token=da5ba80b-3dd5-4ffd-9f49-19379a4ff1eb" alt=""><figcaption></figcaption></figure>

* The open document link is shared with the selected user(s)/ user group(s) on the user's mail id.

&#x20;       ![](https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FNlceecZT6mppEHkluE6l%2Fimage.png?alt=media\&token=87352164-af85-4e0f-bd56-d0fa3b477cc3)

* The scheduler turns on. You can switch it off by clicking the **Stop Schedule** icon.
* Click the ***Save*** option to save the changes.      &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2F7HOzxxOHXEYajuxbYf8z%2Fimage.png?alt=media&amp;token=759b175b-299a-48e0-b197-accdd9be0673" alt=""><figcaption></figcaption></figure>

* The scheduler gets stopped and the same gets communicated through a confirmation message.       &#x20;

<figure><img src="https://290203958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyLpkzJD96KjNdjlzFpyB%2Fuploads%2FpqMkZ3MnJsLUdWSZWCyG%2Fimage.png?alt=media&amp;token=b3d7dfd7-dd0a-4e71-8c3d-a2216a1b8dfa" alt=""><figcaption></figcaption></figure>

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

* *The documents which 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 the **Insert Comments** section provided under the **Options for a Published Dashboard** for the details.*
  {% endhint %}