This application consists of two sections. On the left is the Main Menu and on the right are Tabs. The Main Menu displays the available reports, folders, and buttons. Tabs can contain the New Report Wizard, report outputs, design windows, or help pages.
Main Menu
Through the Main Menu, you can:
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Click the splitter icon to hide the Main Menu. This is located in the top left corner of the application's interface between the Main Menu and the Tabs.
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The Main Menu can be broken down into two components: the Report Tree and the Report Descriptions Window.
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If a user right-clicks on a non-"Read Only"(
) folder folder within the Report Tree, a menu with the following options appears:
Add Root Folder: Allows the user to create a new folder in which to place the existing folder.
Add Child Folder: Allows the user to create a new folder within the existing folder.
New...: Allows a user to add a new report to the folder and specify the report type.
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Edit: Opens the Report Designer screen for the selected report.- Run Report: Executes the report and displays it in HTML format.
- Export As: Allows the user to execute a report in any of the following formats:
- Excel — as a Microsoft Excel workbook
- PDF — as a Portable Document Format (PDF) file.
- PDF (Chained Report) v2021.2+ — available only for Dashboards, each tile appears as a page in a Portable Document Format (PDF) file.
- PDF (Snapshot) v2021.2+ — available only for Dashboards, an image of the Dashboard as it appears on screen appears in a single page of a Portable Document Format (PDF) file.
- RTF — as a Rich Text Format (RTF) file
- CSV — as a plain-text Comma Separated Values (CSV) file
Schedule Report: Allows the user to schedule a report to run immediately, at a later time, or at regular intervals. For more information on scheduling reports, please see Scheduling Reports.- Email Report: This allows a user to Email a report immediately to a specified email address. Clicking the an Export As option allows the user to specify the export format type.
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Tabs make up the application's main interface. This is where users build, design, and view reports as well as access help pages. Tabs can be closed by clicking the (
) to 'X' to the right of the tab name.
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Once a report has been created and opened in the report designer, the user may interact with it using the Toolbar.
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The Toolbar enables users to:
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Clicking on the custom help tool (
) walks tool walks the user through specific portions of the application. This context-sensitive help menu is indexed and completely searchable, granting the user easy access to all information.
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