Use the Self Service Reports Library
This applies to: Visual Data Discovery
The work area of the reports library contains all reports in your environment to which you have access. Make a report a favorite, delete it (if your privileges allow), and open the report.
If your user definition has not been given access to dashboards, you will see no dashboards in the dashboard library and you will not be able to import any dashboards. You will be able to create dashboards, but you will not be able to save them. Contact your system administrator to increase your privileges.
Access the Reports Library
To access the reports library, select the Reports Library from the Visual Data Discovery work area (select All Content on the UI menu), or select Library on the UI menu, then the Reports tab. The reports library opens, and reports display in a table (list) format.
Search Field
You can use the search field to filter the reports in this work area by report Name, Description (if provided), Data Source, or Author. For example, if you type a C in the search box, only reports that include the letter C in the selected field searched are shown in the working area. See Search and Filter Lists.
Buttons
The buttons on the page allow easy access to saved dashboards, as well as other dashboards created by other users in your Symphony environment. They also allow you to create a new dashboard, filter the dashboards that are shown, import, or export dashboards.
| Button | Description |
|---|---|
All |
Removes any filters for the reports library and displays all reports available to you within your environment. |
Displays only the reports you have marked as favorites. |
|
Displays only reports you created and saved. Reports created and saved by other users are hidden. |
List of Reports
The columns for this list are described below. Several of these columns can be used to sort the contents of the list: select the column header to sort first to last and again to sort last to first. You can search for items by the contents of several columns. See Search and Filter Lists.
| Column | Description |
|---|---|
Select (not labeled) |
Select or deselect one or more items. |
Fav |
Identifies favorite reports using a star icon. If the star is colored ( |
Name |
The name of the self service report. This is a searchable field. |
Description (not labeled) |
The description icon is visible if a description associated with a report. This is a searchable field. |
Tags |
Content tags applied to the report. Select the filter icon to open a drop down list and select tags to filter your list or to narrow your search results. If several tags are associated with an item, hover over the ellipsis to see all tags for this resource. This is a searchable field. |
Filter icon |
Select to filter the contents by one or more content tags. |
Data Source |
The name of the data sources used by the report. This is a searchable field. |
Author |
The user who created the report. This is a searchable field. |
Modified Date |
The date the report was last modified. |
Actions |
Shows icons you can select to perform actions for the report.
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