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.