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View a custom report

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The custom report viewer consists of five areas: Main toolbar, Design toolbox, Report panel, Side panel, and Status bar.

When you run a report with Report Designer, the report appears in a report viewer. Report Designer access provides more options in the Main toolbar and the Side panel. To access Report Designer options from a standard report, click Reading.

Screenshot of the Main toolbar in WorldShare Reports with the Reading button called out by a red rectangle

The report viewer consists of five areas:

  1. Main toolbar - Allows you to perform actions such as opening, saving, and exporting documents, tracking data changes, and displaying the report outline. 
  2. Filter bar - Input controls for the report are displayed in the Filter bar.
  3. Report panel - Displays the reports in a document.
  4. Side panel -  Contains two side panels (Main and Build) that provide a way to quickly add or remove certain criteria from a report, change output, and pull different data into a report.
Report Designer user interface - Image
Screenshot of the Report Designer user interface with numbers highlighting the different sections

 

  • Main toolbar
    The main toolbar allows you to perform actions such as opening, saving, and exporting documents, tracking data changes, and displaying the report outline in WorldShare Report Designer.
  • Side panel
    The side panel provides a way to quickly add or remove certain criteria from a report, change output, and pull different data into a report in WorldShare Report Designer.