Report & Edit Menus

Save

This allows you to activate the current report. If you've previously activated the report this will replace the previous version.

Save As

This allows you to activate the current report as a new report. The previous active version of the report will remain, with the current version being saved under a new name.

Undo Changes

This allows you to delete the current draft version of the report, returning to the previous active version.

Delete

This deletes the current draft report. If the report was previously activated you will still have that copy of the report.

New

This allows you to leave the current report and begin creating a new one.

Copy

This allows you to create a separate copy of the current report, which you can manipulate without effecting the original.

Delete

This allows you to delete the current report from the system.

Data

This allows you to place the report into draft mode and directly access the [Data] step of the builder.

Charts

This allows you to place the report into draft mode and directly access the [Charts] step of the builder.

Related Reports

This allows you to place the report into draft mode and directly access the [Related Reports] step of the builder.

Output

This allows you to place the report into draft mode and directly access the [Output] step of the builder.

Name & Description

This allows you to edit the Name and Description of the report without placing it into Draft mode.