Toolbar Utilities>Custom Reports

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Overview

 

Below is a description of toolbar functionality in Custom Reports.

 

CustomReportsToolbar

 


 

Field Descriptions

 

Menu Options

 

File>New - Focus cursor to define the title of the new Report, Action, Data Grid or Warning.

 

Tool Bar Options

 

New - Focus cursor to define the title of the new Report, Action, Data Grid or Warning.
Save - Saves the current changes on the Report, Action, Data Grid or Warning
Copy - Copies the current Report, Action, Data Grid or Warning to a new item.
Delete - Deletes the current Report, Action, Data Grid or Warning
Preview Report - Launches the currently selected Report, Action, Data Grid or Warning
Script - Downloads a script file for the currently selected Report, Action, Data Grid or Warning
Manage Parameter - Manages the parameters in use for the currently selected Report, Action, Data Grid or Warning
Generate RDL - Generates a report file (.rdl) for the currently selected Report, Action, Data Grid or Warning
Upload - Launches the upload .rdl dialogue
Downloads - Downloads report files for the currently selected Report, Action, Data Grid or Warning
Configure Prompt Overrides - Launches the Additional options dialogue which allows the user to customize prompt forms