Changes

Reports

2,289 bytes removed, 20:22, 2 July 2019
Undo revision 36249 by Efu (talk)
===Report Builder Neo Help Panel===
See the [[Reports#Classic Report Builder Help Panel|Classic Report Builder Help Panel]]. 
 
==Deleting a Report==
<pre> The user must be permissioned to be able to delete a report in order to do so. <pre> 
 
===Batch Delete Reports===
1. Click on the 9-square menu icon on the top right of your page.
 
:: {{Icon-Menu}} 
 
2. Under the heading '''Tools, '''select '''Reports.'''
 
3. Check the box on the left of all report names for the reports that you wish to delete. 
 
4. A '''trashcan '''icon will appear in the top left row of buttons once at least one report has been selected. Click on this button to '''batch delete '''all of your selected reports.
 
:: [[File:Batch delete repeorts.png|250px|border]]
 
5. A confirmation message will pop-up on your screen. Click '''Yes '''to confirm the deletion. 
 
The reports will be deleted and your list view of reports will refresh to display these changes. 
 
===Individually Deleting a Report===
1. Click on the 9-square menu icon on the top right of your page.
 
:: {{Icon-Menu}} 
 
2. Under the heading '''Tools, '''select '''Reports.'''
 
3. Click on the '''pencil icon '''next to the name of the report that you want to delete to go into '''Edit '''mode for that report. 
 
4. The report details will be displayed, and at the bottom will be a '''Delete '''button among a row of other buttons. Click on the '''Delete '''button.
 
:: [[File:Delete report.png|800px|border]]
 
5. A confirmation message will pop-up on your screen. Click '''Yes '''to confirm the deletion.
 
The report will be deleted. Your page will refresh and you will be brought back to the list of reports, now updated to reflect your deletion.
 
===View Deleted Reports ===
In order to see which reports have been deleted from your system, either by you or another user, you can always click onto the last tab in the '''Reports '''section of the system, titled '''Deleted Reports.'''
 
* '''Note: '''Only a user with [[Global System Administrator|System Administrator]] privileges can view the '''Deleted Reports '''tab. 
 
:: [[File:Deleted reports section.png|900px|border]]
 
The list of deleted records will have columns that include '''who '''deleted the report ('''Deleted By '''column) and '''when''' ('''Deleted Date '''column, presented as a date and time stamp).
 
==='''Restore or Purge Deleted Reports '''===
''' '''
 
=Configuration - Advanced=
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