The options available from the Organize menu or the
context menu for ReportCaster items (Schedule, Distribution List, Access List,
Library Report, and Watch List) allow authorized users to select the
following options.
- Open a Schedule.
For more information, see How to Open a Schedule.
- Run a Schedule. For
more information, see How to Run a Schedule.
- Delete a Schedule.
For more information, see How to Delete a Schedule.
- Open a Distribution
List. For more information, see How to Open a Distribution List.
- Delete a Distribution
List. For more information, see How to Delete a Distribution List.
- Open
an Access List. For more information, see How to Open an Access List.
- Delete
an Access List. For more information, see How to Delete an Access List.
- Subscribe
to a Library Report. For more information, see How to Subscribe to a Library Report.
- Open
the last version of a Library Report. For more information, see How to Open the Last Version of a Library Report.
- View
multiple versions of a Library Report. For more information, see How to View Multiple Versions of a Library Report.
- Delete
a Library Report. For more information, see How to Delete a Library Report.
- Open
a Watch List. For more information, see How to Open a Watch List.
- Unsubscribe
to a Watch List. For more information, see How to Unsubscribe from a Watch List.
Note: In Explorer, you can perform the following operations
on multiple files simultaneously: Edit, Run, View Log, Cut, Copy,
Delete, and Share.
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Procedure: How to Open a Schedule
-
Select the
folder where the items are that you want to access and select the List
files in selected folder option on the toolbar.
-
In the Change
your filter drop-down list, select Schedule.
Schedule is the default filter option.
-
Select the
Schedule displaying in the Explorer to open.
-
Right-click
the selected schedule and click Edit on the
drop-down list, as shown in the following image.
The
Schedule appears.
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Procedure: How to Run a Schedule
-
Select the
folder where the items are that you want to access and select the List
files in selected folder option on the toolbar.
-
In the Change
your filter drop-down list, select Schedule.
Schedule is the default filter option.
-
Select the
Schedule displaying in the Explorer to run.
-
Right-click
the schedule and select Run, as shown in
the following image.
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Procedure: How to Delete a Schedule
-
Select the
folder where the items you want to access are located, and select
the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Schedule.
Schedule is the default filter option.
-
Select the
Schedule displaying in the Explorer to delete.
-
Right-click
the schedule and select Delete, as shown
in the following image.
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Procedure: How to Open a Distribution List
-
Select the
folder where the items you want to access are located, and select
the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Distribution List.
-
Select the
Distribution List displaying in the Explorer to open.
-
Right-click
the Distribution List and select Edit, as
shown in the following image.
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Procedure: How to Delete a Distribution List
-
Select the
folder where the items you want to access are located, and select
the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Distribution List.
-
Select the
Distribution List displaying in the Explorer to delete.
-
Right-click
the Distribution List and select Delete,
as shown in the following image.
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Procedure: How to Open an Access List
-
Select the
folder where the items you want to access are located, and select
the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Access List.
-
Select the
Access List displaying in the Explorer to open.
-
Right-click
the Access List and select Edit, as shown
in the following image.
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Procedure: How to Delete an Access List
-
Select the
folder where the items you want to access are located, and select
the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Access List.
-
Select the
Access List displaying in the Explorer to delete.
-
Right-click
the Access List and select Delete, as shown
in the following image.
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Procedure: How to Subscribe to a Library Report
-
Select the
folder where the Library reports you want to subscribe to are located,
and select the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Library Report.
-
Select the
Library Report you want to subscribe to in the Explorer.
-
Right-click
the Library Report and select Subscribe,
as shown in the following image.
Note: Once
you have subscribed to a Library Report, the icon displays with
a red circle in the bottom-left corner .
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Procedure: How to Open the Last Version of a Library Report
-
Select the
folder where the Library report you want to access is located, and
select the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Library Report.
-
Select the
Library Report displaying in the Explorer to open.
-
Right-click
the selected Library Report and select Open Last Version,
as shown in the following image.
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Procedure: How to View Multiple Versions of a Library Report
-
Select the
folder where the Library reports you want to view are located, and
select the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Library Report.
-
Select the
Library Report displaying in the Explorer for which to view multiple
versions.
-
Multiple
versions of the Library Report display in the pane below the Library
list report based on your selection. This is illustrated in the
following image.
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Procedure: How to Delete a Library Report
-
Select the
folder where the items you want to access are located, and select
the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Library Report.
-
Select the
Library Report displaying in the Explorer to delete.
Note: This is a Library report associated with the
schedule. When it is deleted, you will not have access to any of
the Library report versions distributed by the schedule until the
schedule runs again.
-
Right-click
the selected Library Report and select Delete,
as shown in the following image.
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Procedure: How to Delete a Library Report Version
-
Select the
folder that contains the items you want to access.
-
In the Change
your filter drop-down list, select Library Report.
-
Click the
Library Report for which you want to delete one or more versions.
-
In the lower
pane, right-click the report version and click Delete,
as shown in the following image.
Note: You can use the CTRL key to select multiple
report versions for simultaneous deletion.
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Procedure: How to Open a Watch List
To view
a Library Report in a Watch List, you must Subscribe to a Library
Report. For more information, see How to Subscribe to a Library Report.
-
Select the
folder where the Watch List reports you want to access are located,
and select the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Watch List.
-
Select the
Watch List displaying in the Explorer to open.
-
Right-click
the subscribed item and select Open, as shown
in the following image.
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Procedure: How to Unsubscribe from a Watch List
To view
a Library Report in a Watch List, you must Subscribe to a Library
Report. For more information, see How to Subscribe to a Library Report.
-
Select the
folder where the Library reports you want to unsubscribe from are
located, and select the List files in selected folder option
on the toolbar.
-
In the Change
your filter drop-down list, select Watch List.
-
Select the
Watch List displaying in the Explorer to unsubscribe from.
-
Right-click
the subscribed Library report and select Unsubscribe,
as shown in the following image.