Viewing and editing details

You can view details for a report and modify them as necessary. Report details that you can modify include changing the user ID, title, and schedule.

Additionally, you can add and delete instructors and reporters on a report. For details, see Copying instructors or reporters on a report.

To view and edit details for a report:

  1. Select the Reports side-tab and click Report Locker. The Report Locker opens.

  2. Double-click the report. Alternatively, you can select the report and either click View/Edit Details or right-click and select View/Edit Details. The Report Locker Details window opens.

  3. View and modify the following details as necessary:

    Report details

    Description

    User ID

    User ID of the user that owns the report.

    Title

    Title of the report

    Schedule

    Use the drop-down list to select the schedule. Select from the following options:

    • On Demand
    • Daily
    • Weekly
    • Monthly
    • Quarterly

    Enable the Limit Report to Selected Schedule check box to restrict the time-frame of the report to the frequency of the report.

    Details

    Displays the report details used to generate the report. This field cannot be modified.

    Instructors/Reporters Copied on this Report

    Lists the instructors and reporters that are copied on this report. You can sort the list by user ID or name by clicking on the corresponding heading.

  4. Click Close to return to the Report Locker.

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