Analytics Tree Right-Click Options

In the Analytics tree, you can right-click a node and select from a list of available options in the context menu.

Some of the following options are specific to certain nodes.

Right-Click Option Description
Add To Favorites Add a report to the Favorites node.
Add To Mobile Favorites

Add a report to the Mobile Favorites node.

Note: Calyx RIM 6.2 does not support this option, but future Calyx RIM releases will support it.
Change Title Change the name of a subfolder or report in the My Content folder.
Copy Copy a subfolder or report in the My Content folder. You can paste the subfolder or report in another location in the My Content folder.
Cut Remove a subfolder or report in the My Content folder. You can paste the subfolder or report in another location in the My Content folder.
Delete Delete a subfolder or report in the My Content folder.
Duplicate In the My Content folder, make a copy of a folder or report and place the copy into the same folder that contains the original folder or report.
Edit

Change the selected report by using InfoAssist.

Note: You can edit only content that is in the My Content folder and that you created by using InfoAssist. You cannot edit pre-defined and InSight Dashboard reports.
New

Create a new object in the My Content folder by selecting one of the following options:

  • Folder - Create a private subfolder
  • Report - Launch InfoAssist to create an ad hoc report
  • Chart - Launch InfoAssist to create a chart
  • Dashboard - Launch InfoAssist to create a dashboard report
  • Document - Launch InfoAssist to create a document (a combination of tables and charts)
  • Distribution List - Create a new distribution list for ReportCaster (for scheduling of jobs)
Paste Paste a copied or cut subfolder or report to another location in the My Content folder.
Properties See the properties of a subfolder or report in the My Content folder.
Refresh Update the node contents.
Remove Favorite Remove a report from the Favorites node.
Run Run the selected report.
Schedule

Used to schedule reports in the My Content folder. Reports are distributed by email.

Note: This option does not work with pre-defined reports and InSight Dashboard reports. To schedule those reports, use the Schedule button from the filters in those reports. Right-click options are available only in the My Content folder and only for reports created by using InfoAssist.
Search Find an object in the node.
Share Make the selected folder or report available to all users.
Share With

Make the selected folder or report available to specific or users.

Note: The Groups option uses internal Calyx RIM for Analytics groups that define security. Calyx does not recommend using the Groups option.
View See the contents of the tree by title or name.
View Log See the log containing data about running the report.