The main toolbar is located at the top of the report viewer. The table below lists the options available in the main toolbar.
- Main toolbar
If a button is greyed out, it is not available for use.
|Open||Allows you to open an existing document.|
|Save Menu||Allows you to save the document to the location on the repository where it was saved previously.
The first time a document is saved using this button, the user will be prompted to provide the location to save the report and a name for the report.
|Allows you to print a report or save it to a virtual printer.|
|Find||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||Allows you to search to see if any past instances of the current report exist in the repository.|
|Export||Allows you to export reports to your workstation as a PDF, an Excel spreadsheet, or a CSV file.|
|Undo||Allows you to reset the report to how it displayed before your last change.|
|Redo||Allows you to reset the report to how it displayed after you undid your last change.|
|Refresh Data||Allows you to refresh the report data and change prompt values.|
|Drill||Allows you navigate the report by hierarchy.|
|Freeze||Allows you to keep the header or a portion of the table visible while the rest of the table scrolls.|
|Outline||Allows you to show or hide the outline. It will provide the possibility to fold and unfold report elements. Click anywhere in the report table to activate this button.|