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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User defined reports can be deleted at any time by the user.  
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User defined reports can be deleted at any time by users with Operation Administrator or higher permissions.  
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{{Note|You cannot delete and of 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 CAC 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'''' report.|NoteWithImage}}
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|-
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|class="StepNum" | 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" | 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: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|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 affect workflows.|NoteWithImage}}
 
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|}
  
 
==Related documents==
 
==Related documents==
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{{PagesInfoExReport}}
  
 
==Functionality tested by==
 
==Functionality tested by==
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* Date: Oct. 29: John Kelly / QA Server / Test Version 0.32.00)
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* Jan. 1., 2014: Pascal Haegeli
  
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[[Category:Help Files]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Reports]][[Category:Version 3.4.0]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
 
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[[Category:Reports]]
 
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[[Category:Software Issues]][[Category:Version 0.32.00]]
 

Revision as of 19:28, 1 January 2014

REQUIREMENTS
Permission All user levels
Connectivity Online only

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

Background

User defined reports can be deleted at any time by users with Operation Administrator or higher permissions.

NOTE You cannot delete and of the standard reports that are included in the application:
  • CAA and CAC 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]'.
2.
Fig.2: Confirming the deletion of an existing report
Confirm the deletion of the report in the confirmation dialog by clicking on the 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 affect 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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