Reporting Settings Toolbars, Menus, and Shortcut Commands

Reporting Settings includes the following toolbars, menus and shortcut commands:

  • Standard Toolbar—Includes options to create documents, open documents, and display the repository as a file management system.

  • Explore Toolbar—Includes options to create folders, navigate, cut, copy, paste refresh, and open the Properties dialog box.

  • Schedule Toolbar—Includes options to run and schedule batches.

  • Favorites Menu—Includes options to set up favorites and to select from a list of favorite documents.

  • Shortcut Commands—Shortcut menu commands are displayed by right-clicking an item. Command availability depends on the content of the current window and the area in Planning and Budgeting Cloud Services Workspace from which the menu is accessed.