Report overview

The “Reports” card shows a list of all the existing reports respectively the folders in which the reports are filed.

• In the list of reports, click on the report. Following this, the corresponding report settings will be loaded into the input fields in the different cards on the right-hand side.

Possibly use the text search to filter the list of reports by a search term.

Move reports

You can move reports within the list of reports. To do so, proceed as follows:

1. Click on the report and hold the mouse button down.
2. Drag the report to the intended position and release the mouse button. If the process was successful, a corresponding message will appear and the report is now located at its new position.

Edit reports

In order to edit a report, proceed as follows:

1. Select a report as descibed above.
2. Make the respective changes.

• In order to save your changes, click on the SAVE button.
  A success message is shown.
• In order to dismiss your changes, click on the RESET button.

When editing reports you can refer to the instructions described in the chapter “Report creation”.

Duplicate reports

In order to duplicate a report, proceed as follows:

1. Move the mouse cursor over the report you want to duplicate. Then a bar with different buttons will appear.
2. Click on thebutton to access the corresponding action menu.
3. Click on the option “ Duplicate” to initiate the duplication. If the process was successful, a corresponding message will appear and the duplicated report will appear in the list of reports bearing the prefix “Copy of”.

Instead of using the „Duplicate“ action you can also use the „Copy“ and „Paste“ actions from the action menu in the footer.

Delete reports

In order to delete a report, proceed as follows:

1. Move the mouse cursor over the report you want to delete. As you do, a menu bar with different buttons is shown.
2. Click on the button.The button is shown.
3. Click on the button to confirm the deleting.A success message is shown and the deleted report will vanish from the list of reports.

1. Click on thebutton in the bottom left corner to access the corresponding action menu.
2. Click on the “Add new folder” button to call up the the corresponding dialog box.
3. Enter a folder name in the input field.
4. Possibly select a superordinate folder from the directory structure by clicking in it.
   Possibly use the text search to filter the list of folders by a search term.

Rename folders

In order to rename a folder, proceed as follows:

1. Move mouse cursor over the folder you want to rename.
2. Click on the button. Then appears an input field that has the current folder name in it.
3. Click in the input field and change the folder name.

• In order to save your changes, click on the button. If the process was successful, a corresponding message will apper and the folder name is changed accordingly.
• In order to cancel the process, click on the button.

Move folders

Place folders as neighbor

In order to move a folder and place it as the neighbor of another folder, proceed as follows:

1. Click on the respective folder and hold the mouse button down.
2. Drag the folder to the desired location and over the “Drop as sibling” tray that now appears.
3. Release the mouse button. The folder is now located at its new position.

Move folders in folders

In order to move a folder in another folder, proceed as follows:

1. Click on the respective folder and hold the mouse button down.
2. Drag the folder over the target folder and release the mouse button. The folder is now located in the target folder.

Cut reports and paste them into folders

In order to cut a report and paste it into a folder, proceed as follows:

1. In the list of reports, click on the report you want to cut.
2. Click on thebutton in the bottom left corner to access the corresponding action menu.
3. Click on the “Cut” button.
4. Click on the target folder to select it.
5. Click on thebutton in the bottom left corner to access the corresponding action menu.
6. Click on the “Insert” button to paste the cut report into the target folder. If the process was successful, a corresponding message will appear and the cut report is now lcated in the target folder.

Copy reports and paste them into folders

In order to copy a report and paste it into a folder, proceed as follows:

1. In the list of reports, click on the report you want to copy.
2. Click on thebutton in the bottom left corner to access the corresponding action menu.
3. Click on the “Copy” button.
4. Click on the target folder to select it.
5. Click on thebutton in the bottom left corner to access the corresponding action menu.
6. Click on the “Insert” button to paste the copied report into the target folder. If the process was successful, a corresponding message will appear and the copied report is now lcated in the target folder.