Difference between revisions of "Deleting an existing InfoEx report template"

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{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
 
{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
  
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This page describes how an existing customized report template can be modified.
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This page describes how to delete an existing customized report template.
  
 
==Background==
 
==Background==
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Reports can be deleted at any time by the user.  
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While all users are able to delete their personal user-defined report templates, only Operation Administrators and Super Users are able to delete operation level report templates.
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{{Note|Only the CAA can delete the standard reports that are included in the application:
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The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation) and you have selected 'Reports' on the main application menu.
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* CAA and AC Messages
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* Standard - Today
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* Standard - Yesterday|NoteWithImage}}
  
 
==Step-by-Step Description==
 
==Step-by-Step Description==
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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|[[File:SelectingReport.png|300px|thumb|right|Fig.1: Selecting an existing report]]To delete a report, first activate the report you want to delete by selecting it from the list of reports.
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|Select the report you would like to delete from the REPORTS menu and wait for the included data to fully load.  
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{{Note|You cannot delete the ''''Classic Report'''' or the ''''CAA and CAC messages''''|NoteWithImage}}
 
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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|[[File:DeleteReport.png|300px|thumb|right|Fig.2: Deleting an existing report]]To delete the report select the down arrow beside the active report name and select ''''Delete Current Report'''' (fig. 2).
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|[[File:SaveAsNewReport.png|300px|thumb|right|Fig.1: Menu for managing report templates]] To delete a report, click in the {{ButtonBlue|Manage}} button right of the name label of the report (Fig. 1) and select ''Delete '[Name of report template]'''.
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|class="StepNum" | 3.
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|[[File:DeleteReportConfirmation.png|300px|thumb|right|Fig.2: Confirming the deletion of an existing report]] Confirm the deletion of the report in the confirmation dialog by clicking on the {{ButtonGrey|Yes}} button (Fig. 2).
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{{Note|If the template you are about to delete is used in any workflows, the confirmation dialog will inform you about these dependencies. You can still delete the report template, but you will need to modify the settings of the affected workflows.|NoteWithImage}}
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==Related documents==
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{{PagesInfoExReport}}
  
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|}
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==Functionality tested by==
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* Jan. 1., 2014: Pascal Haegeli
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[[Category:Super User]][[Category:Operation Administrator]][[Category: Submission Moderator]][[Category: User]][[Category:Reports]][[Category:Version 3.4.0]]

Latest revision as of 08:58, 1 June 2017

REQUIREMENTS
Permission All user levels
Connectivity Online only

This page describes how to delete an existing customized report template.

Background

While all users are able to delete their personal user-defined report templates, only Operation Administrators and Super Users are able to delete operation level report templates.

NOTE Only the CAA can delete the standard reports that are included in the application:
  • CAA and AC Messages
  • Standard - Today
  • Standard - Yesterday

Step-by-Step Description

1. Select the report you would like to delete from the REPORTS menu and wait for the included data to fully load.
2.
Fig.1: Menu for managing report templates
To delete a report, click in the Manage button right of the name label of the report (Fig. 1) and select Delete '[Name of report template]'.
3.
Fig.2: Confirming the deletion of an existing report
Confirm the deletion of the report in the confirmation dialog by clicking on the Yes button (Fig. 2).
NOTE If the template you are about to delete is used in any workflows, the confirmation dialog will inform you about these dependencies. You can still delete the report template, but you will need to modify the settings of the affected workflows.

Related documents

Customizing reports

[1] Click to watch a help video
[2] Click to watch a help video

Managing report templates

Viewing report templates

Map Layers

Charts

Functionality tested by

  • Jan. 1., 2014: Pascal Haegeli
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