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OCLC

Main toolbar

Custom report main toolbar

 Note: If a button is greyed out, it is not available for use.

File tab

The table below lists the options available on this tab. If an icon is greyed out, it is not available for use.

Item Button Description
New File tab new button Allows you to start the process of creating a new query/document.

 Note: If a query is currently open and this icon is clicked, a prompt will appear requesting you to save the current query.

Open File tab open button Allows you to open an existing document.
Save Menu File tab save menu button Allows you to save the document to the location on the repository where it was saved previously.

 Note: The first time a document is saved using this button, you will be prompted to provide the location to save the report and a name for the report.

Print File tab print button Allows you to print a report or save it to a virtual printer.
Find File tab find button Allows you to search for specific text in the report results. A window will appear at the bottom of the report to enter text.
History File tab history button Allows you to search to see if any past instances of the current report exist in the repository.
Export File tab export button Allows you to export reports to your workstation as a PDF, an Excel spreadsheet, or a CSV file.
Send to File tab send to button Allows you send the report to a specific user.

Properties tab

The table below lists the options available on this tab. If an icon is greyed out, it is not available for use.

Item Button Description
View Properties tab view button Allows you to change the view mode or modify the current view.
Document Properties tab document button Allows you to edit document properties such as refresh on open and merge properties.
Application Properties tab application button Allows you to set Web Intelligence preferences such as default measurement units.

Document toolbar

The table below lists the options available on this tab. If an icon is greyed out, it is not available for use.

Item Button Description
Undo Document toolbar undo button Allows you to reset the report to how it displayed before your last change.
Redo Document toolbar redo button Allows you to reset the report to how it displayed after you undid your last change.
Cut Document toolbar cut button Allows you to cut the selected report elements and stores the contents in your Clipboard.
Copy Document toolbar copy button Allows you to copy the selected report elements and stores the contents in your Clipboard.
Paste Document toolbar paste button Allows you to paste the selection stored in your Clipboard.
Remove Document toolbar remove button Allows you to delete the selected report elements.
Edit Data Provider Document toolbar edit data provider button Allows you to open a Query panel so you can make changes to your query.
Refresh Data Document toolbar refresh data button Allows you to refresh the report data and change prompt values.
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