View a custom report
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. The report viewer consists of five areas:
- Main toolbar - allows you to perform actions such as opening, saving and exporting documents, tracking data changes, and displaying the report outline
- Design toolbox - allows you to perform report design and analysis tasks
- Report panel - displays the reports in a document
- Side panel - groups several panes that provide different views of the current document
- Status bar - allows you to perform actions such as data tracking or moving through pages in a multi-page report
- If you do not see a status bar, then right-click the area where the status bar should appear. A menu will open. Click Status bar. The status bar will now display.
- Custom reports: Report viewer - Example
- Design toolbox
- The design toolbox allows you to format a report and is only available for users with Report Designer.
- 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.
- 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.
- Status bar
- The status bar allows you to perform actions such as activating data tracking or moving through pages of a multi-page report.