Managing Libraries

The Libraries tab lets you create and manage groups of reports, and giving you easy access to them later (see below):

Each library can have multiple folders in it, and each of these folders can have several reports that you've run in the Standard or Custom modes and then saved to the library. You can then use the library data in an external application, such as MS Excel, at a later date.

Adding a New Library

You don't have any libraries listed initially, so the first thing you will want to do is to add one. Click the Add Library button. You are presented with the following screen:

:

Make sure each library sits in it's own folder (make a new one if necessary) and type a name for it into the Name box.

Adding a Report to the Library

Once you have added a new library, you will want to save a report into it. The easiest way to do this is by clicking the Add to Library button underneath:

You are then asked which library, or library section, you want to put the new report in:

You can also add a page from the Libraries Tab, by following this procedure:

1. First you need to create that report from the Standard or Custom tabs.
2. Select the Libraries tab.
3. Select the part of the library that you want to add the report to (in the example below, the folder March was chosen)
4. Click the Add to Library button at the bottom of the screen (the cross icon).
5. Choose Page currently on display from the Add to Library dialog.

This will then add the report that is currently being shown to the folder that you have indicated. The report's default name is used, but you can rename it by clicking on the name in the list of Library pages.

Home > Standard | Custom | Explore | Libraries