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Adaptive Planning
Last Updated: 2023-06-23
Reference: Context Menu Options in Reporting

Reference: Context Menu Options in Reporting

From the reports overview page, you can access the context menu for a report. Based on the report type and your permissions, you can view the actions available to you.
Context menu options for a report can include:
Menu options
Description
Add to Favorites
Add reports that you frequently run to your
Favorites
 folder for easy access.
Copy to Folder
Create a copy of the report in the
Shared
 or
Personal
 folder. The new report is independent from the copied report. You can share reports copied from the
Personal
 folder to the
Shared
 folder.
Move to Folder
Move reports to the
Shared
 or
Personal
 folder. You can share reports moved from the
Personal
 folder to the
Shared
 folder.
Send Notification
Send email notifications when you share the report with individual users, user groups, or levels.
Rename
Rename any report that you own. To rename shared reports that others own, you need the
Modify All Reports
 permission.
Modify
Change the report in the report builder. This option is only available for live reports. You can change all reports you own. To change a report that you don't own, you need the
Modify All Reports
 permission. If you don't have this permission, first save the report as a separate, unique report and then change it.
Attach Template
Customize the format of live reports by attaching a template. You can create reports that use your company logo. This option is only available for live matrix, model, pattern, and transaction reports.
Create Snapshot
Create a copy of the report at a specific point in time. When saving a snapshot of a shared report, you can also share the snapshot.
Find Live Report
Locate the live report used to create the snapshot. This option is only available for snapshot reports.
Find Snapshots
Find snapshot reports created from any live report.
Run as
Select the report output:
  • HTML
     is available for all live report types except repeating reports.
  • HTML in a new window
     option runs model, transaction, or matrix reports in a new window.
  • Excel
     is available for all live report types with the
    Download to Excel
     permission.
  • PDF
     is available for all live report types except repeating reports.
  • Template
     is only available for reports that have an attached template.
  • Zip
     option displays content for report books.
Open
Open a static or snapshot report. You don’t need to run files stored on the server.
Replace
Replace or update the file. This option is only available for static reports only.
Delete
Delete any report that you own. To delete a shared report, you need the
Modify All Reports
 permission.
Properties
You can:
  • Change the report name and description.
  • Find the report and its saved location.
  • View the report creator and when the report was last viewed.
Share Permissions
View and change the report permissions for a shared report by selecting from available user groups, users, or levels.