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 | Unpublished Reports | Reports that are created but are not yet published and are not included in any of the Menus |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 viewed last by the Admin User |
For a user that belongs to a User Group which has only the Report Builder role, Report Builders the Unpublished Reports tab only includes reports authored by that user that are not included in any of the Menus.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 | Report Builder - It can be found only in Unpublished reports tab.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- Unpublished reports View: 'Copy', 'Place in Menu' and 'Delete'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'