CONTENTS
Table of Contents
Open Report Tabs
The Open Report Section is primarily used to select a report as the currently displayed report. The reports are shown in a tree view in four different hierarchies:
| Icon | Title | Description |
|---|---|---|
 | Unpublished Reports | Reports that are created but are not yet published and are not included in any of the Menus |
 | Reports by |
| Menu | Reports are grouped by their Menu Group, this view only shows reports that appear in the |
Menus | |
 | Reports by |
| Template | Reports are grouped by their Template, this view will contain all published reports |
 | Recent Reports | Reports which were |
| viewes last by the Admin User |
For a user that belongs to a User Group which has only the Report Builder role, the Unpublished Reports tab only includes reports authored by that user that are not included in any of the Menus
.
Icons
| Icon | Description |
|---|---|
 | The Icon of each of the reports |
 | The Icon for each standrad template |
 | Free format template |
 | Free format reports |
 | Report Builder - It can be found only in Unpublished reports tab. These are the reports a report builder is working on |
 | Home group - Reports set as home page for the users |
 | Default home page - Report set as Default Application Home Page in application settings |
 | Opened Menu Group - appears in menu tab only |
 | Closed Menu Group - appears in menu tab only |
Available functionalities
Besides selecting a new current report, the Open Report Panel provides other functionality
. To see these functionalities, the admin should select the report and click on the gear that will appear on the right side
- Unpublished reports View: 'Copy', 'Place in Menu' and 'Delete'
- Reports by Menu View: 'Copy', 'Place in Menu'
- , 'Remove from Menu and 'Generate Report Preview'
- Reports by template View: '
- Copy', 'Place in Menu' and 'Generate Report Preview'
- Recent Reports: 'Copy', 'Place in Menu'