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The Documents Folder

Overview

Within the Documents folder in Administrator there are 3 main folders:

  • Style Sheets - Used for exports to Microsoft Word.
  • Templates - Templates for reports, organized by module. Templates include custom templates as well as our Standard Templates. See Importing the Standard Templates for further details on that topic.
  • User Folders - Set of folders for each named Hubble user, each set containing that user’s favorites, inquiries, recent items and settings.

Date Fields/Moving Reports

Reports can be moved between folders within a single repository or from one repository to another. Depending on whether they are moved within one repository or between multiple repositories, the dates will vary.

  • Created Date
    • When moving from folder to folder on one repository, this date will stay the same, which is the date when the inquiry was originally saved.
    • When moving from one repository to another, the created date will change to the date that it was imported into the new repository.
  • Created By
    • Just as with Created Date, within one repository, it will stay the same.
    • When moving from repository to repository, it will change to the user who does the import/ export.
  • Modified Date
    • The Modified Date tracks the date the report was last saved.
  • Access Date
    • This is the date a report was last opened and run.
    • In order to report on report changes, within the Administrator application, highlight the Documents folder and use the New Search functionality to search through reports on a number of different filters and criteria. The New Search button is located on the Home tab. Refer to the Search topic for more details on the search facility.

Update Links Functionality

The Update Links functionality allows a user to quickly analyze multiple inquiries and view links between inquiries. You can view all links, only valid links or only broken links. When viewing broken links, you can uncover instances where links to other inquiries/templates are not functional.

To use the Update Links Functionality

To use the Update Links functionality, follow the steps below:

  1. Right-click on a specific document or folder (even the entire ‘Documents’ Folder) and select Update Links.
  2. This brings up the Update Links dialog:

  3. Use the drop-down next to Show Links to filter on Broken/Valid/All Links.
  4. Click Analyze.

The information returned includes the following:

  • Status – link status (broken or valid).
  • Link Name – name of the link used within Hubble.
  • Source Report – the report you are linking from.
  • Source Report Location – saved location of the source report.
  • Type – type of document (e.g. template or inquiry).
  • Source Module – module the source report belongs to.
  • Links To – the report you are linking to.
  • Target Location – location of the target/destination report.
  • Target Module – module the target report belongs to.

To change a link:

  1. Highlight a specific row* and click Change Link.

    Tip: *If you have multiple reports sharing the same link that you are updating, you can fix them at the same time using multi-select. Select all the affected reports by highlighting them and using the Ctrl key, then selecting Change Link. The link that you change will be updated in all the selected reports.

  2. Navigate to the new inquiry you wish to link to.
  3. Click Open.
  4. Back in the Update Links dialog, if you click Analyze again you will see the link status has changed.
  5. To save the results list in the Update Links dialog, click Save List to save it as a .csv spreadsheet compatible file.
  6. Click Close to exit the dialog.