Menu option
| Description
|
|---|
Insert Data
| Add report elements to the report palette for inclusion in an ad hoc report.
|
Edit Data
| Modify data on the report:
- Apply filters.
- Suppress data.
- Sort and summarize columns.
- Format data.
- Add calculations.
- Define custom groups.
- Drill down.
- Drill up.
- Go to other reports.
- Rename the column heading.
- Cut, paste, and delete data.
- Undo and redo changes.
|
Change Layout
| Modify the presentation of a report:
- Create charts.
- Define conditional styles.
- Change font and border styles.
- Apply templates.
- Edit the title area.
- Set the web page size and page breaks.
- Group, ungroup, and pivot columns.
- Create sections in a report.
- Swap rows and columns.
- Collapse and expand groups.
|
Run Report
| Specify options for running the report:
- Run the report with all data.
- Preview the report with limited or no data.
- Specify an output format for your report.
- Set advanced options.
|
Manage File
| - Create and save reports.
- Access Report Studio, if you have purchased it and have sufficient rights to access it.
- Create reporting definitions.
- Set preferences.
|
