Using the Toolbar
Viewing Reports
You can perform the following actions:
Table 9-2 Toolbar Icon Descriptions
Option
Group
You can view reports displayed in the Generated Reports interface. These reports
have been previously created, generated, and optionally distributed. You can only
view reports to which you have access. Reports may be formatted in one or all of
the following formats:
•
PDF -
Portable Document Format
HTML - Hyper Text Markup Language format
•
RTF - Rich Text Format
•
XML - Extensible Markup Language
•
XLS - Microsoft Excel format.
•
The XML and XLS formats are only available for reports using a single chart table
format (portrait or landscape).
STRM Users Guide
Description
Using the drop-down list box, allows you to view reports
assigned to a specific group. For more information, see
Grouping Reports
.
Allows you to manage report groups. For more information,
Grouping Reports
see
Allows you to perform the following actions:
Create - Allows you to create a new template. For more
•
Creating a Report
information, see
Edit - Allows you to edit the selected template. You can
•
also double-click a template to edit the content.
Duplicate - Allows you to duplicate/rename a report. For
•
more information, see
Assign Groups - Allows you to assign a report template to
•
a report group. For more information, see
Reports
.
Share - Allows you to share report templates with other
•
users. You must have administrative privileges to share
report templates. For more information, see
Report
.
Toggle Scheduling -Allows you to toggle active/inactive
•
for the selected template.
Generate Report - Generates a report from the selected
•
template. For more information, see
Delete - Deletes the selected template. Hold the CTRL key
•
and click on the templates you wish to delete.
Viewing Reports
.
.
Duplicating a Report
Grouping
Generating a Report
183
.
Sharing a
.