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Report Surface Controls

  

Report Details icon

  • Location: Top left file menu.
  • What it does: Opens the report details.
  • How to use it: Click the icon, edit the details, click OK, and save.



Search in Design icon

  • Location: Top left file menu (second from left).
  • What it does: Provides a filter to search for a particular node or attribute.
  • How to use it: Click the icon.



Save icon

  • Location: Top left file menu (third from left).
  • What it does: Saves the selected open file.
  • How to use it: Click the icon.
  • Other notes: Files with unsaved changes have an asterisk next to the file title in the top right corner. Saving removes the asterisk.



Undo icon

  • Location: Top left file menu (fourth from left).
  • What it does: Undoes changes.
  • How to use it: Click the icon.
  • Other notes: This undoes the most recent change and can undo more than once.



Redo icon

  • Location: Top left file menu (first from right).
  • What it does: Redoes undone change.
  • How to use it: Click the icon.



File Title

  • Location: Center of the file menu title bar.
  • What it does: Identifies the file that is being configured as well as whether it has unsaved changes.
  • How to use it: If the title has an asterisk at the end, the form has unsaved changes. If it doesn't, there are no unsaved changes.



View Source icon

  • Location: Top right file menu (first from the left).
  • What it does: Displays source view.
  • How to use it: Click the icon.



View Design icon

  • Location: Top right file menu (first from the left).
  • What it does: Displays design view.
  • How to use it: Click the icon.
  • Other notes: Appears when you click the View Source icon.



Pin File icon

  • Location: Top right file menu (Second from the left).
  • What it does: Allows you to pin files to the dashboard.
  • How to use it: Click the icon.



Close File icon

  • Location: Top right of the file (first from right).
  • What it does: Closes the form.
  • How to use it: Click the icon.


This post is part of the Reports topic. Click here to open the Reports Overview.

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