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Navigation Pane (left side of main window)
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This pane enables you to select and manage reports and directories,
control the view in the navigation pane, and customize the appearance
of reports in the content pane. The navigation tree that appears in
this pane reflects the structure of the report repository. The tree
contains expandable and collapsible nodes that represent a hierarchical
view of report categories and their respective reports.
Use the navigation pane to:
- Select a report to view.
- Filter the reports that are displayed in the report repository tree
to match regular expressions that you provide. Use filters when you
have a large number of reports and you want to limit the reports that
appear in the report repository tree to those that match your regular
expression. For example, enter payroll in the filter text box
and click Filter to show a list of reports that contain the
word payroll in their name.
- Expand and collapse the entire report repository tree with one
click. You can use this command in conjunction with filtering to quickly
view all the reports in the tree that match your filtering criteria.
- Determine whether to display the report in frames or frameless format.
- Paginate reports that are viewed in frames format.
- Hover over a report to view a portion of its long description.
- Right-click a report to access a context menu that provides you
with a list of actions that you can perform against that report:
Info : show detailed information about a report.
Edit (super user only): show detailed information about a report
and enable users to edit that information. Delete
(super user only): remove reports from the report repository tree.
- Right-click a directory to access a context menu that provides you
with a list of actions that you can perform against that directory:
- Delete
(super user only): remove directories from the report repository
tree. You cannot delete a directory that contains reports.
Upload (super user only): Add a new report to the report repository.
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Content Pane (right side of main window)
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This pane enables you to view the reports you select from the report
repository tree. There are two formats in which you can view a report:
- Frames format:
- Using frames mode you can perform the following actions:
- display reports in pages for rather than in one scrollable
window
- navigate back and forward
- display a table of contents for the report
- "go to" page entry
- export report data to a CSV (comma separated values) file
- convert a report to PDF
- save a PDF version of the report
- print a PDF version of the report
- recalculate the values in a report.
- Frameless format: reports appear in a single window that
scrolls to show the entire report and provides controls through the
web browser toolbar such as:
- print
- save
- navigate back and forward.
Note: If you are using a pop-up blocker in conjunction with
your Windows web browser, pop-up windows in the report viewer will appear
in the content pane rather than as their own separate window.
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