4.1 Report Toolbar

The figure below shows a sample toolbar. (Some buttons may not be visible for a given report.)

Figure 3. Default Report Toolbar

 

You will usually see only a subset of the buttons that are described below.

Table 1. Report and Ad Hoc Toolbar Buttons

Button

Function

 

Go to first page.

 

Go to previous page.

 

Go to next page.

 

Go to last page.

 

Go to specified page (page number in the field).

 

Searches within the current report.

 

View/Save-As PDF.

 

Refresh the current report. (This differs from the browser Reload function, as 'Refresh' regenerates the report on the server.) For a “pre-generated” report, the 'Refresh' option re-executes the pre-generation cycle, saving the updated report.

 

Opens the Ad Hoc Reporting toolbar. See Ad Hoc Toolbar in the Ad Hoc Reporting for more information.

 

Export report.

 

Returns to the parent report from a drill-down report.

 

Mail report.

 

Print report using a local printer via PDF. (May not be available on certain platforms. See below.)

 

Server-side Printing.

 

Customize report parameters.

 

Save the report. This overwrites the existing template. Unsaved changes are denoted by an '*' next to this button.

 

Save As. This allows you to copy the template or save an archived copy.

 

Pop-up menu. This provides a customizable drop-down list.

 

Report Explorer.

 

Close Report.

The 'Print' button in the browser toolbar only prints the single page that is currently displayed in the Por­tal.

Note that there is both a 'Server Print' and a regular 'Print' button. The regular 'Print' button will load a PDF in the background so that every page can be printed. Most browsers will launch the Adobe Reader plug-in to complete the printing operation. This client-side print feature is only available on platforms that fully support Adobe Reader.

In addition to the standard toolbar buttons above, a report may also have a pop-up menu button. This button will open a custom menu that was built by the report developer.

Note: A pop-up menu button can also be on an element.

Figure 4. Element Pop-Up Menu

 

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