ReportMagic - Files

The Files area in ReportMagic is your cloud-based file system for storing report templates, input data (such as CSV files), images, forms and output reports. It functions as a virtual drive with folders and files that ReportMagic Schedules read from and write to. You can also mount a SharePoint drive as a connection and access its contents here also. See SharePoint Connections for more information.

To access the Files area:

In ReportMagic, in the left-hand menu, click Files.

The Files area works in a similar way to Windows File Explorer. It has two panes:

A folder tree for navigation
The contents of the currently selected folder shown on the right

Additionally:

Click a folder in the left pane to expand it and view its contents
Double-click a folder in the right pane to open it
Use the breadcrumbs at the top to navigate back to parent folders
Click Library to view pre-built report templates folders - these are read-only as indicated by (ro)
Use the right-click context menu to create upload, download, rename and delete folders and files.

Tip: You can also slow double-click to rename a file or folder.
As you would expect, Unicode characters are accepted in file and folder names except , \ .. ~ " * : < > ? / |
Deleting a folder removes all its contents so you are warned and unable to delete a folder used by a Schedule.

Different options are available on the right-click context menu depending on file type. For example, right-clicking on a DOCX file gives the following options:

Click here for more on using this and storing your input and output files here.

ReportMagic - Files

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