Using the Library

IMPORTANT: The Library pane is incorrectly labeled "Repository". [When the pane's ? (help) icon is clicked, this Using the Library topic is displayed.]

To view the Library pane, don one of the following:

On the XRA menu bar, click the Library link.
On the administrator's Home page, click the View Reports icon.

The Filters pane and Library pane (incorrectly Labeled "Repository") are displayed. They contains only the files, reports, and dashboards that you have permission to work with.

You can complete the following tasks from this pane:

Run reports and dashboards
Filter reports and dashboards
Search the library
Sort library items

Running Reports and Dashboards from the Library

Open the Library pane.

IMPORTANT: The user interface pane is incorrectly labeled "Repository", but this is actually the Library pane. [When the pane's ? (help) icon is clicked, this Using the Library topic is displayed.]

On the XRA menu bar, click the Library link.
Or
On the administrator's Home page, click the View Reports icon.
The Filters pane and Library pane are displayed.

In the Filters pane, select the Reports or Dashboards filter.

To view a report or dashboard, do one of the following:

Click the item's name in the library list.
Right-click the resource's name in the library list, and then select:
- Run, Run in Background (reports only), or
- Run in New Tab from the pop-up menu.

If you run a report, it displays in the Report Viewer. If you run a dashboard, the dashboard opens in a new window.

To cancel the loading of an item, click Cancel in the progress box that appears.

To learn more about reports and dashboards, see Working with Reports and Working with Dashboards.

Filtering Reports and Dashboards

The Filters pane's default filter selection of All available, All types, and Any time shows all the library's items in the right pane.

To filter items, you can select the required options below any of the default filter settings. For example, you could select Modified by me > Reports > Past week.

You can apply the following filter options in the Filters pane:

All Available The default selection that displays all the resources in the library	All Types The Default selection that displays all the resource types in the library.	Any Time Default selection that displays all the dated items.	Any Schedule Default selection that displays both scheduled and unscheduled report jobs, and other resources.
Modified by me - Select to display only items that were changed by the logged-in user.	Reports - Select to display only reports.	Today - Select to display items that were viewed or edited since midnight.	Scheduled - Select to display only reports with scheduled jobs.
Viewed by me - Select to display items that were run and viewed by the logged-in user.	Report outputs - Select to display only output from reports (supported export types: HTML, PDF, etc.) that was scheduled or run in the background.	Yesterday - Select to display items that were viewed or edited before midnight of the previous day.	Scheduled by me - Select to display only reports with jobs scheduled by the logged-in user.
	Ad Hoc views - Select to display only Ad Hoc views, consisting of tables, charts and tabs for analysis.	Past week - Select to display items that were viewed or edited in the last seven days, including today.	Not scheduled - Select to display only reports with no scheduled jobs.
	Dashboards - Select to display only dashboards.	Past month - Select to display items that were viewed or edited in the past month, including today.
	OLAP views - Select to display only OLAP views, also known as analysis views, in which you can change the way XRA displays the data.
	Domains - Select to display only domains, which let users view columns that have been set up for their business needs.
	Data sources - Select to display only data sources.
	Deprecated reports - Select to display only deprecated reports.

Note: To view more filters under All types, click More choices. To reduce the number of filters, click Fewer choices after you expand the filter options under All types.

Searching the Library

To search the library

Open the Library pane.

On the XRA menu bar, click the Library link.
Or
On the administrator's Home page, click the View Reports icon.
The Filters pane and Library pane are displayed.

In the Library pane, enter details in the search field above the library's list of items.

You can use any of the following search terms:
Full or partial display name of an item
Word fragments
Multiple words
Words or fragments in the description
Upper- or lowercase letters

Note: Do not use folder names, quotes, or symbols in your search parameters.

Click the magnifier icon, or press Enter.

The search results appear in the pane's table.

Sorting Library Items

After you have searched the library (see Searching the Library above), you may sort the results.

You use the Sort By options on the top-right of the page to reorder the list of items.

To sort the list alphabetically, click Name. This is the default option.
To sort the list by the latest modified date, click Modified Date.

Note: The currently selected sort option displays in bold text.