Open Report for Edit

There are two options when working with a report:

Design mode is indicated in Report View thus:

In design mode, clickable tags appear as you hover the mouse over the various report elements

To edit a report, click the Design button in the currently open report. This enables you to add and edit report elements directly on the page and view the changes in real time.

Open a report for editing directly on the page, as follows:

  1. Select the Reports tab.
  2. If you have a report open, close it by clicking in the top right corner of the Reports tab.
  3. Highlight the report you want to open on the Reports tab.
  4. Open a report by either:
    1. Clicking the Design button at the bottom of the Reports List tab.
    2. Right-clicking and select Design.
    3. Double-click a report in the list.
  5. The selected report opens in design mode.

    You can open a report in preview or design mode and then toggle between preview and design mode by clicking the Design and Preview buttons in Report View.

  6. Edit the report, as required, then click to save the changes.

Opening a report via the Open option enables you to edit a particular section quickly as the report opens without generating a preview. To edit a particular section, right-click on the section in the Report Structure tab and select View.