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When a report is initially created it's in draft mode. This means that it's currently being edited and cannot be accessed by other users. When the report is complete it's activated, meaning that it's ready for consumption.

Once a report has been activated, the next time it is placed into draft mode the active version will remain. This means that the report can still be used on the dashboard, storyboard, discussion, and by report readers. When the edit is complete the report writer will have the option to either Save the report, replacing the current active report, or Save As which creates a new report.

See Draft Vs. Active for more information.

Different menu options are available through the Report & Edit menus depending on this status.

Report Menu

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Once a report has been activated, the next time it is placed into draft mode the active version will remain. This means that the report can still be used on the dashboard, storyboard, discussion, and by report readers. When the edit is complete the report writer will have the option to either Save the report, replacing the current active report, or Save As which creates a new report.

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Confirm

This is a confirmation window appears when a user has access to edit the report.

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No Access

This is a confirmation window that appears when a user tries to edit a report that another user is currently editing.

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Override

This is a confirmation window that appears when a user tries to edit a report that another user is currently editing, and they have role permission to edit at the same time.

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