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CONTENTS


 

Open Report Tabs

The Open Report Section is primarily used to select a report as the currently displayed report. The reports are shown in a tree view in four different hierarchies: 

 

IconTitleDescription
Unpublished ReportsReports that are created but are not yet published and are not included in any of the Menus
Reports by Menu

Reports are grouped by their Menu Group, this view only shows reports that appear in the Menus

Reports by TemplateReports are grouped by their Template, this view will contain all published reports
Recent ReportsReports which were viewed last by the Admin User

For Report Builders the Unpublished Reports tab only includes reports authored by that user that are not included in any of the Menus.

Icons

 

IconDescription
The Icon of each of the reports
The Icon for each standrad template
Free format template
Free format reports
Report Builder - It can be found only in Unpublished reports tab. These are the reports a report builder is working on
Home group - Reports set as home page for the users
Default home page - Report set as Default Application Home Page in application settings
Opened Menu Group - appears in menu tab only
Closed Menu Group - appears in menu tab only

 Available functionalities

Besides selecting a new current report, the Open Report Panel provides other  functionality. To see these functionalities, the admin should select the report and click on the gear that will appear on the right side                                                                                                                                                                                                                                                                                                    

 

  • Unpublished reports View:  'Copy', 'Place in Menu' and  'Delete'
  • Reports by Menu View: 'Copy', 'Place in Menu', 'Remove from Menu and 'Generate Report Preview'
  • Reports by template View:  'Copy', 'Place in Menu' and 'Generate Report Preview'
  • Recent Reports: 'Copy', 'Place in Menu'
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