To manage reports

1. In the upper right of the Home page, click the Manage Reports icon.
2. To select the type of report you want to work with, do one of the following:

   • Click Public Folders > Sample Reports. To manage sample reports, continue clicking through the folders until you display a report name. (The icon changes from a folder to a report icon.)

   • Click My Folders.

3. Check the report and at the upper right, click one of the options, such as Refresh, Copy, and Paste.

   See Query Studio reporting options.

4. At the end of the row for that report, click one of the following options:

   Set Properties	Click this option to do one or more of the following: Select the report language. Change the report name. Include a screen tip for the report. Add a description. Limit the number of saved histories. Limit the number of saved report outputs. Change the editing permissions for your users.
   Run with options	Click this option to generate the report in different outputs (such as HTML, Excel, PDF, XML, or comma-separated text) or select a language.
   Open with Query Studio	Click this option to edit an ad hoc report in Query Studio.
   Create a report view of this report	Click this option to create a second view of the report. In the second view, you can specify options, format, or language for the report view that differ from the original. You can create a source report that generates a PDF weekly, but create another view of the report and specify a daily XML output. Because users cannot edit a report view, you might also want to create a view that others can run but cannot modify.
   Schedule	Click this option to schedule when the report should run automatically.
   More	Click this option to run the report in other formats (HTML, Excel, PDF, XML, or comma-separated text). You can also select a language, create shortcuts to the report, or add this report to your browser's bookmarks.