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Menu option
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Description
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Insert Data
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Add report elements to the report palette for inclusion in an ad hoc report.
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Edit Data
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Modify data on the report:
- Apply filters.
- Suppress data.
- Sort and summarize columns.
- Format data.
- Add calculations.
- Define custom groups.
- Go to other reports.
- Rename the column heading.
- Cut, paste, and delete data.
- Undo and redo changes.
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Change Layout
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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.
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Run Report
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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.
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Manage File
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- Create and save reports.
- Access Report Studio, if you have purchased it and have sufficient rights to access it.
- Create reporting definitions.
- Set preferences.
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