Explorer Item Options

How to:

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.

Note: In ReportCaster Explorer, you can perform the following operations on multiple files simultaneously: Edit, Run, View Log, Cut, Copy, Delete, and Share.

Procedure: How to Open a Schedule

  1. Select the folder where the items are that you want to access and select the List files in selected folder option on the toolbar.
  2. In the Change your filter drop-down list, select Schedule. Schedule is the default filter option.
  3. Select the Schedule displaying in the Explorer to open.
  4. Right-click the selected schedule and click Edit on the drop-down list.

Procedure: How to Run a Schedule

  1. Select the folder where the items are that you want to access and select the List files in selected folder option on the toolbar.
  2. In the Change your filter drop-down list, select Schedule. Schedule is the default filter option.
  3. Select the schedule displaying in the Explorer to run.
  4. Right-click the schedule and click Run.
  5. Optionally, if you want to run multiple schedules at the same time, hold the Ctrl key and click each schedule that you want to run. Then, release the key, right-click a selected schedule, and click Run.

Procedure: How to Enable or Disable a Schedule

  1. Select the folder where the items are that you want to access and select the List files in selected folder option on the toolbar.
  2. In the drop-down list, select Schedule. Schedule is the default filter option.
  3. Right-click an enabled schedule.

    The shortcut menu opens.

  4. Click Disable. If the schedule is already disabled, the option will appear as Enable.

Procedure: How to Enable or Disable Multiple Schedules

  1. Select the folder where the items are that you want to access and select the List files in selected folder option on the toolbar.
  2. In the drop-down list, select Schedule. Schedule is the default filter option.
  3. Hold the Ctrl key and select the schedules that you want to enable or disable.
  4. Right-click one of the selected schedules.

    The shortcut menu opens.

  5. Click Enable to enable all selected schedules, or click Disable to disable all selected schedules.

Procedure: How to Delete a Schedule

  1. Select the folder where the items you want to access are located, and select the List files in selected folder option on the toolbar.
  2. In the Change your filter drop-down list, select Schedule. Schedule is the default filter option.
  3. Select the schedule displaying in the Explorer to delete.
  4. Right-click the schedule and click Delete.

Procedure: How to Open a Distribution List

  1. Select the folder where the items you want to access are located, and select the List files in selected folder option on the toolbar.
  2. In the Change your filter drop-down list, select Distribution List.
  3. Select the Distribution List displaying in the Explorer to open.
  4. Right-click the Distribution List and click Edit.

Procedure: How to Delete a Distribution List

  1. Select the folder where the items you want to access are located, and select the List files in selected folder option on the toolbar.
  2. In the Change your filter drop-down list, select Distribution List.
  3. Select the Distribution List displaying in the Explorer to delete.
  4. Right-click the Distribution List and click Delete.

Procedure: How to Open an Access List

  1. Select the folder where the items you want to access are located, and select the List files in selected folder option on the toolbar.
  2. In the Change your filter drop-down list, select Access List.
  3. Select the Access List displaying in the Explorer to open.
  4. Right-click the Access List and click Edit.

Procedure: How to Delete an Access List

  1. Select the folder where the items you want to access are located, and select the List files in selected folder option on the toolbar.
  2. In the Change your filter drop-down list, select Access List.
  3. Select the Access List displaying in the Explorer to delete.
  4. Right-click the Access List and click Delete.

Procedure: How to Subscribe to a Library Report

  1. 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.
  2. In the Change your filter drop-down list, select Library Report.
  3. Select the Library Report you want to subscribe to in the Explorer.
  4. Right-click the Library Report and click Subscribe.

Procedure: How to Open the Last Version of a Library Report

  1. 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.
  2. In the Change your filter drop-down list, select Library Report.
  3. Select the Library Report displaying in the Explorer to open.
  4. Right-click the selected Library Report and click Open Last Version.

Procedure: How to View Multiple Versions of a Library Report

  1. 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.
  2. In the Change your filter drop-down list, select Library Report.
  3. Select the Library Report displaying in the Explorer for which to view multiple versions.
  4. 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.

Procedure: How to Delete a Library Report

  1. Select the folder where the items you want to access are located, and select the List files in selected folder option on the toolbar.
  2. In the Change your filter drop-down list, select Library Report.
  3. 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.

  4. Right-click the selected Library Report and select Delete, as shown in the following image.

Procedure: How to Delete a Library Report Version

  1. Select the folder that contains the items you want to access.
  2. In the Change your filter drop-down list, select Library Report.
  3. Click the Library Report for which you want to delete one or more versions.
  4. In the lower pane, right-click the report version and click Delete, as shown in the following image.

    Note: You can press the Ctrl key to select multiple report versions for simultaneous deletion.

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.

  1. 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.
  2. In the Change your filter drop-down list, select Watch List.
  3. Select the Watch List displaying in the Explorer to open.
  4. Right-click the subscribed item and select Open.

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.

  1. 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.
  2. In the Change your filter drop-down list, select Watch List.
  3. Select the Watch List displaying in the Explorer to unsubscribe from.
  4. Right-click the subscribed Library report and select Unsubscribe.