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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:  

                                                                                                                                                                                                                                                                                                                                  

  • Unpublished Reports    Reports that are created but are not yet published and are not included in any of the Menus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 which were viewed last

For a user that  belongs to a User Group which has only the Report Builder role, the Unpublished Reports tab only includes reports authored by that user that are not included in any of the Menus.                              

Besides selecting a new current report, the Open Report Panel provides other  functionality:                                                                                                                                                                                                                                                                                                       

  • Unpublished reports View:  'Copy', 'Place in Menu' and  'Delete'
  • Reports by Menu View: 'Copy', 'Place in Menu' and 'Remove from Menu'
  • Reports by template View:  'Create new report', 'Copy', 'Place in Menu'
  • Recent Reports: 'Copy', 'Place in Menu'

 

 

 

 

 

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