| Anchor | ||||
|---|---|---|---|---|
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Icon | Menu Item | Description |
|---|---|---|
| Report | This link allows you to access the Report menu items, including Save, Save As, Undo Changes, and Delete. See Report & Edit Menus for more information. |
| Data | This link takes you to the Data step of the builder. See Report Builder - Data Step for more information. |
| Charts | This link takes you to the Charts step of the builder. See Report Builder - Charts Step for more information. |
| Related Reports | This link takes you to the Related Reports step of the builder. See Report Builder - Related Reports Step for more information. |
| Output | This link takes you to the Output step of the builder. See Report Builder - Output Step for more information. |
| Export | You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print. See Exporting Report Content for more information. |
| Hide Table | This allows you to hide the tabular display in the report, showing only chart(s). |
| Show Table | This allows you to display a hidden table in the report output, showing chart(s) and table. |
| Report Formatting | This menu allows you to apply formatting changes that affect the report as a whole. See Report Formatting for more information. |
| Column Formatting | This menu allows you to apply formatting changes that affect a single field, rather than the whole report. See Column Formatting for more information. |
| Conditional Formatting | This menu allows you to apply alerts to a field based on defined conditions. See Conditional Formatting for more information. |
| Section Formatting | This menu allows you to apply formatting changes that affect to the way sections are displayed. See Section Formatting for more information. |
| Related Reports Formatting | This menu allows you to apply formatting changes that affect the way Co-Display Reports are displayed. See Related Reports Formatting for more information. |
| Filter Formatting | This menu allows you to apply formatting changes that affect the way filters are displayed. See Filter Formatting for more information. |
| Annotation | This menu allows you to view and create annotations. See Report Annotation for more information. |
| KPI | This menu allows you to change the output to a KPI report display for use on a KPI Dashboard Tab. See KPI Reports for more information. |
| Summary | This menu allows you to create a summary of the report's key metrics and category breakdowns. See Report Summary for more information. |
| Details | This menu allows you to view a useful collection of Report, Column, and SQL information. See Report Details for more information. |
| Close Builder | This button closes the builder and returns you to your previous location. |
| Report List Panel | This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page. |
| Multi-Chart Canvas | This panel is available when multiple charts have been created on the Charts step of the builder. It allows you to configure your Multi-Chart Canvas. See Multi-Chart Canvas for more information. |
Active Output Step
Icon | Menu Item | Description |
|---|---|---|
| Report | This link allows you to access the Report menu items, including New, Copy, and Delete. See Report & Edit Menus for more information. |
| Edit | This link allows you to access the Edit menu items, including Data, Charts, Related Reports, Output, and Name & Description. |
| Export | You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print. See Exporting Report Content for more information. |
| Share | This menu allows you to share this report with others through the use of Distribution, Email, and Embedding. See Sharing for more information. |
| Broadcast | This menu allows you to schedule this report to be sent to users via Broadcast, FTP, and Subscriptions. See Broadcasting for more information. |
| Favourite | This button allows you to add a report to your Favourites list for quick access. |
| Bookmark | This menu allows you to create Bookmarks, Snapshots, and new versions of a report. See Bookmarks & Snapshots for more information. |
| Annotation | This menu allows you to view and create annotations. See Report Annotation for more information. |
| Details | This menu allows you to view a useful collection of Report, Column, and SQL information. See Report Details for more information. |
| Close Builder | This button closes the builder and returns you to your previous location. |
| Report List Panel | This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page. |
| Comments Panel | This panel allows you to view, create, and manage comments made on the report. See Comments for more information. |
