Audit Menu

This menu is always available on the main window, regardless of the component selected from the upper pane. Depending upon the privileges assigned to you and the activities you need to perform, some options may not be enabled.

Copy URL to Clipboard

Places in the clipboard a plain text version of the URL to the selected items and an HTML representation of the links to the selected items. From the clipboard, you can paste the URL to a selected application.

Send To

E-mail a copy of the item properties to one or more team members.

Export

Opens the Export dialog box where you can export the data displayed in the upper pane for use in a spreadsheet, database, or another application.

Select > All

Selects all items displayed in the upper pane.

Select > By Query

Opens the Select Query dialog box where you can specify a query that selects all items displayed in the upper pane that match the specified query.

Expand All

Expands all the groups in the list.

Collapse All

Collapses all the groups in the list.

All Descendants

Displays all items associated with the folder selected from the folder hierarchy and all of its child folders. When this option is not selected, the upper pane displays only those items associated with the selected folder.

Find

Finds all items containing text that matches the specified text string.

Find Next

Finds the next item containing text that matches the specified text string.

Find Previous

Finds the previous item containing text that matches the specified text string.

Filters > Show Fields

Opens the Show Fields dialog box where you can select which column headers to display in the upper pane.

Filters > Sort and Group

Opens the Sort and Group dialog box where you can specify how to sort and group the data in the upper pane based on up to four item properties.

Filters > Queries

Opens the Queries dialog box where you can create or apply a query. Items that match the query become the rows displayed in the upper pane.

Filters > Save Current Settings

Opens the Save Current Settings dialog box where you can save the current column headers, query, and method of sorting and grouping as a filter, which can be reapplied in the future.

Filters > Reset Current Settings

Returns to the current default filter as defined on the server.

Filters > Filters

Opens the Filters dialog box where you can display the filters available for this component. This option allows you to select a filter or create a new one. An asterisk preceding a filter name in the filter list indicates that you have changed the contents of the upper pane since the filter was applied. For example, you may have displayed additional fields, grouped the items differently, or applied another query.

Reports

Opens the Reports dialog box where you can create a report using the selected item.

Charts > Distribution

Creates a distribution chart. A distribution chart is the same as a pie chart. Each wedge indicates what fraction of the whole a group represents.

Charts > Time-series

Creates a time-series chart. A time-series chart is a line chart that shows the number of items that have the same day, week, or month in the specified time/date field.