How to Assign and Unassign User Report Files

Purpose

Follow these procedures when working with existing user report files to:

To assign an existing report file to a report definition:

  1. From the User Reports Administration main window, on the User Reports Definition tab, select the report definition to which you want to add the report file in the navigation area.

  2. In the Report Files section of the content area, click the Add button: add_button00007.gif and select Existing Report File.

  3. The Assign Report File dialog box appears.

  4. Select the report file that you want to assign from the Existing report file list.

  5. Optionally, select the Runs report? check box to execute this file when a user runs the report.

  6. Click OK.

To unassign a report file from a report definition:

  1. In the Report Files section of the content area, select the file that you want to unassign or delete.

  2. Click the Delete button: delete_button.gif

  3. The Unassign Report dialog box appears.

  4. Optionally, uncheck the Delete report file from database? check box if you want to keep the report file in the database.

  5. Click Yes to unassign the report file.

NOTE  You cannot unassign a report file if it's designated as the default report. Assign another file as default and then delete the report file.

To set a report file as the default executable file:

  1. In the Report Files section of the content area, select the file that you want to set as the default executable file.

  2. Click the Set as Default button: set_as_default_button.gif.

  3. In the Set Default Report dialog box, click OK to confirm that you want this file to be executed when the report is run.

Related Topics

Assign Report File Dialog Box

Unassign Report File Dialog Box

About User Report Files

How to Export and Import User Report Files