Feature name
Steps
Add a box
Select 
Add Box from the toolbar, then click and drag in the report to draw a box.
Add a filter
Choose Report > Filters.
Add a group
Choose Sections > Add Section > Group Header And Footer.
Add a line
Select 
Draw Line from the toolbar, then click and drag in the report to draw a line.
Add a section filter
Select the section in the report, then select Filter in the Properties pane and click the finder button 
.
Add a sort
Choose Report > Sorts.
Add a text box
Select 
Add Text from the toolbar, then click and drag in the report to draw a box. Click inside the box to enter text.
Add a data field (variable)
Select 
Add Data Field from the toolbar, or choose Toolbox > Add Data Field.
Select a variable from the Variables pane, then click and drag in the report to draw a box.
Add an expression
Select 
Add Expression from the toolbar (or choose Toolbox > Add Expression), then click and drag in the report to draw a box. The Expression Editor will be displayed.
Add an image
Select 
Add Image / Logo from the toolbar. Click and drag in the report to draw a box, then select your image.
Add criteria
This feature is only available for:
Herb 50 Accounts, Herb 50 HR, Herb 200.
Choose Report > Criteria.
Advanced conditional formatting
This feature is only available for:
Herb 50 Accounts, Herb 50 HR, Herb 200.
Choose Tools > Options, then select the Options tab and enable Use Advanced Conditional Formatting.
Change a group sort
Select the group header in the report, then select Group Sort Direction in the Properties pane.
Conditional formatting
Select the item in the report, then select Conditional Formatting in the Properties pane and click the finder button .
Data sources
Choose Tools > Data Sources.
Drill down
Select the item in the report, then select Drill Down in the Properties pane and click the finder button .
Email settings (report)
Select 
Email Settings from the toolbar, or choose Report > Email Settings.
Export
Choose File > Export.
Join Editor
This feature is only available for:
Herb 50 Accounts, Herb 200.
Choose Report > Joins.
Multi-printer settings
Select the report name at the top of the Report Explorer pane, then select Multi-Printer Settings in the Properties pane and click the finder button .
Page setup
Select 
Page Setup from the toolbar, or choose File > Page Setup.
Printer offsets
Select 
Printer Offsets from the toolbar, or choose Tools > Options, then select the Printer Offsets tab.
Printer setup
Choose File > Page Setup, then click Printer.
Rename a report
Select 
Report Properties from the toolbar, or choose Report > Report Properties.
Report Wizard
To create a new report, choose File > New > Report.
To edit a report, choose View > Report Wizard.
Save report
Choose File > Save / Save As / Save All.
Server side reporting
Choose Tools > Data Sources, then click Remote.