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Option |
Description |
---|---|
Save |
This allows you to activate the current repor= t. If you've previously activated the report this will replace the previous= version. |
Save As |
This allows you to activate the current repor= t as a new report. The previous active version of the report will remain, w= ith the current version being saved under a new name. |
Undo Changes |
This allows you to delete the current draft v= ersion of the report, returning to the previous active version. |
Delete Version |
This deletes the current draft report. If the= report was previously activated, you will still have that copy of the repo= rt. |
Option |
Description |
---|---|
New |
This allows you to leave the current report a= nd begin creating a new one. |
Copy |
This allows you to create a separate copy of = the current report, which you can manipulate without effecting the original= . |
Delete |
This allows you to delete the current report = from the system. |
Option |
Description |
---|---|
Data |
This allows you to place the report into draf= t mode and directly access the Data= step of the builder. |
Charts |
This allows you to place the report into draf= t mode and directly access the Charts= step of the builder. |
Related Reports |
This allows you to place the report into draf= t mode and directly access the Related Reports step of the builder. |
Design |
This allows you to place the report into draf= t mode and directly access the Design= step of the builder. |
Name & Description = td> |
This allows you to edit the Name and Description of the report without p=
lacing it into Draft mode. |
If a user accesses an active report that currently has a draft version, = and they have role permissions to edit reports, they will see this message.=
This is designed to remind the user that there is a draft version availa= ble, and allow them to move between the two versions easily.
If a user access a draft report that currently has an active version the= y will see this message.
This is designed to remind the user that there is an active version avai= lable, allowing them to compare their changes with this version, moving bet= ween them easily.
Note: there= can only ever be one draft and one active version of a report at a time.= p>
When a user goes to edit an active report, they will see one of the foll= owing confirmation messages, depending on their role permissions.
This is a confirmation window appears when a user has access to edit the=
report.
=
This is a confirmation window that appears when a user tries to edit a r=
eport that another user is currently editing.
This is a confirmation window that appears when a user tries to edit a r=
eport that another user is currently editing, and they have role permission=
to edit at the same time.