Working with the Action Menu in the Inventory View
Many functions available to standard reports and templates are available to the reports in the .
Inventory Reports: Edit Scope - Your selection in the Hierarchy Panel sets the objects which are part of the scope. For some objects and object groups, you can edit additional parameters. is only shown when there are parameters available to change. A default time period is also set for those reports that require one. Use the Hierarchy Panel to revise the scope when the menu item is not displayed.
Inventory Reports: Save As - When you save a report, you are saving a copy of the report into the tab, not the report output. You can save a version in your Reports. Scope selections are saved with the report.
Note:
Some reports provided by the Inventory are specialized and not available from the tab. Due to the nature of these reports, they function like Detail reports and cannot be customized or saved, as they are specific to the report from which they were derived. is not displayed for these reports.
Inventory Reports: Email - After you generate a report and it renders, you can choose to instantly email the report. Emailed reports are not derived from the cache. These events are run in real time, so current data is always used. You can email a report to yourself, other individuals, or a distribution list. Scheduling reports to be regularly emailed is not available from the tab.
Inventory Reports: Export - You can export reports to make them available to external applications, such as Microsoft Excel or if you'd like to generate a hardcopy, you can export them to a file, such as a PDF. Exported reports are not derived from the cache. These events are run in real-time, so current data is always used.
Inventory Reports: Filter - In addition to the filtering that happens with your hierarchy selection, table-formatted reports can be further filtered on Rows and/or Columns, using advanced filtering. You can define the criteria for the data rows displayed in a report. Drop-down lists enable selections from the available columns. Next, you supply the operator--such as equals or does not contain--and a value for that column. Up to 16 selections can be joined to form the filter.