---
title: Reports Management
page_title: Reports Management
description: Reports Management
slug: reports-management
tags: reports,management
published: True
position: 500
---

# Reports Management



In the **Reports** view you can manage the reports which reside on the server.

The Reports view provides the following functions:

  - _New report_ – Invoke the desktop [Report Designer]({%slug report-designer%}) in order to create a new report on the server.
  - _Upload report_ – Upload an existing report definition from the file system. When uploading a report you should select the XML report file definition (a .trdx file), specify the report's __title__ and select the report's __category__. All the fields are mandatory except the __description__.

  >To upload a report you need to create at least one category.
  - _Preview report_ – Preview the report in a new web page allowing you to export the report to various formats.
  - _Edit report_ – Invoke the desktop [Report Designer]({%slug report-designer%}) to modify the report definition.
  - _Report properties_ – Change the __title__, __description__ and the __category__ of the uploaded report.
  - _Download report_ - Download the report definition (a .trdx file) to the file system.
  - _Copy report_ – Create a copy of the original report.
  - _Delete report_ – Delete a report definition from the server.
  - _Favorite report_ – Mark a report as favorite. The Reports view can be sorted by the favorite flag.

When a report has been selected you can see a details view on the right side of the grid. The details view shows additional information about the report as well as the report's history.
---
title: Reports Management
page_title: Reports Management
description: Reports Management
slug: reports-management
tags: reports,management
published: True
position: 500
---

# Reports Management



In the **Reports** view you can manage the reports which reside on the server.

The Reports view provides the following functions:

  - _New report_ – Invoke the desktop [Report Designer]({%slug report-designer%}) in order to create a new report on the server.
  - _Upload report_ – Upload an existing report definition from the file system. When uploading a report you should select the XML report file definition (a .trdx file), specify the report's __title__ and select the report's __category__. All the fields are mandatory except the __description__.

  >To upload a report you need to create at least one category.
  - _Preview report_ – Preview the report in a new web page allowing you to export the report to various formats.
  - _Design report_ – Invoke the desktop [Report Designer]({%slug report-designer%}) to modify the report definition.
  - _Edit_ – Change the __title__, __description__ and the __category__ of the uploaded report.
  - _Download report_ - Download the report definition (a .trdx file) to the file system.
  - _Copy report_ – Create a copy of the original report.
  - _Delete report_ – Delete a report definition from the server.
  - _Favorite report_ – Mark a report as favorite. The Reports view can be sorted by the favorite flag.

When a report has been selected you can see a details view on the right side of the grid. The details view shows additional information about the report as well as the report's history.
Update reports view UI description
Update reports view UI description
