Overview
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See [Draft Vs. Active] for more information.
Report Menu
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Draft Report
Option |
Description |
|---|---|
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. |
Active Report
Option |
Description |
|---|---|
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. |
Edit Menu
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Option |
Description |
|---|---|
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. |
Draft Vs. Active
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