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Repository – Item Properties

The Repository is the central storage location of all saved Ad Hoc Views, Reports and Dashboards created for your Community BI system.

Each item in the Repository has a number of properties which may be updated as required.

Instructions

Step 1. Log in to your Community BI system (refer to Logging In for further information).

Tip: Contact your system administrator if you need assistance with your log in details.

 

Step 2. Click the View menu at the top of the page.

 

Step 3. Select Repository from the list

Select Repository

The Repository page is returned

Repository

 

Step 4. Click the plus (+) next to your system in the Folders Pane

Repository Folders

The folder will be expanded and display available subfolders

Repository with expanded folders

 

Step 5. Navigate to your required folder

Repository Files and Folders

 

Step 6. Right Click on the item you wish to update.

Right click on repository item

Step 7. Select Properties

Select Properties

 

The properties of the item are returned

Item Properties

 

The Name and Description fields can be updated as required.

The remaining fields are for information only:

  • Path – the location in the repository the item is stored
  • Resource ID – the internal ID of the item
  • Type – The type of item (Ad Hoc View/Report/Dashboard)
  • Created Date – the date the item was created
  • User Access – access rights to the item

 

Tip: All Repository items display the same properties window. Dashboards have further properties that can be managed through Design mode.

Further Information

For further information on accessing the Repository, refer to the following:

 

Updated on April 19, 2018

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