Reports are organised in your Data repo. To access your reports, click the folder button next to the report name: the repo view opens.
Reports are sorted by most recent updated date by default.
The repo view shows:
Reports can sorted by report name, updated date and user last updated by. Click the arrow button to reverse the sort direction.
Click in the search field to search reports by name.
Click the filter icon or hit ‘F’ on the the keyboard to filter reports by date created, date updated, report name, owner, updated by user.
Click the three dots at the end of the row and select ‘Duplicate’ from the popup menu. The report is instantly duplicated and the document opened. The suffix ‘– copy’ is added to the duplicate report’s name.
Click the three dots at the end of the row and select ‘Rename’ from the popup menu. Alternatively, edit the report name by opening the document and clicking on the name.
Click the three dots at the end of the row and select ‘Archive’ from the popup menu. Archived reports are not deleted, but hidden from the repo.
Archived reports display a warning in the top right of the dataset view.
Note that reports in Quantemplate cannot be deleted permanently by users. Contact us if you have a specific deletion requirement.