Manage folders, subfolders, and report objects in My Catalog in the IUIE

In the IUIE, My Catalog has View mode and Manage mode. The current mode is indicated by the tabs at the bottom of My Catalog; to toggle between the two modes, select the tabs.

  • View mode: Run reports in View mode. In View mode, selecting a report object will display its parameter entry form.
  • Manage mode: Manage mode displays options for editing and managing folders, as well as shortcuts to report objects. You can create, rename, move, or delete folders and shortcuts.

    When you select a folder in Manage mode, its contents are displayed in the following order:

    • Management options (indicated by a blue diamond)
    • Report objects (indicated by the appropriate icon)
    • Subfolders

    Shortcuts to report objects with saved parameters are stored in the New Shortcuts folder by default. To organize them into more meaningful categories, you may create new folders and subfolders. Shortcuts can be moved to any folder within My Catalog.

    In Manage mode, you can also accomplish some other common tasks:

    • To see a description of an item, mouse over it.
    • To open or close a folder, or to display folder management options, select the folder labels or icons.
    • To display report management options, select the report object labels or icons.
    • To hide management options and return to running reports, select the View tab.

This is document almx in the Knowledge Base.
Last modified on 2024-06-13 15:30:39.