Tip: To reset the work area and panes to their original display, choose Tools > Options, then select the Options tab and enable Reset Settings. The changes will be made when you close and then start Report Designer again.
Feature name |
Steps |
---|---|
Add a box |
Select |
Add a filter |
Choose Report > Filters. |
Add a group |
Choose Sections > Add Section > Group Header And Footer. |
Add a line |
Select |
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 a data field (variable) |
Select Select a variable from the Variables pane, then click and drag in the report to draw a box. |
Add an expression |
Select |
Add an image |
Select |
Add criteria |
Choose Report > Criteria. |
Advanced conditional formatting |
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 |
Export |
Choose File > Export. |
Join Editor |
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 |
Printer offsets |
Select |
Printer setup |
Choose File > Page Setup, then click Printer. |
Rename a report |
Select |
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. |