Using Cross-Report Indexes › Report Actions from Cross-Report Match List › Using Report Actions › Use the Action Button

Use the Action Button

You can use the action button listed in the action column for each report to perform various actions on that single report.

Note: The action column is not displayed by default. You can enable this option from the configuration tab.

Follow these steps:

1. Generate Cross-Report Match List.
   1. Follow the procedure to select cross-report indexes.

      For a step-by-step procedure on how to select cross-report indexes, see Select Cross-Report Indexes.

   2. Select Cross-Report Values.

      For a step-by-step procedure on how to select a cross-report value, see Select Cross-Report Values.

   A list of matching reports is displayed.

2. Select reports for the report action.
3. Find the button labeled Action in your report’s row.

   Note: The Action button is in the second column. If there is no Action button and no Action column, this option must be turned off.

4. Click the Action button.

   The report or favorite action drop-down list is displayed.

   Note: The report actions available to you depend on the type of selected report.

5. Click on a report action from the drop-down list.

   Note: The selected report action is applied only to that single report, even if you have selected multiple reports using the checkboxes.

   Your report action dialog appears.

6. Continue with your Report Action.

   Note: For more information about the Report Actions, see Report Action Dialogs.

More information:

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