Report Designer interface

The sections in this topic describe how to navigate through Report Designer and how to use these options to suit your specific needs.

Report Designer menu commands

Report Designer toolbar buttons

Report Designer menu commands

The following table provides descriptions of the menu commands and options that you can use when you design reports in Management Reporter. Some menu commands and options are available only in specific circumstances. For example, the commands to promote and demote reporting units are available only when you are editing a reporting tree definition.

File menu

The File menu is available to all users and includes the following commands.

Command	Description
New	Creates a new report definition, row definition, column definition, reporting tree definition, report group definition, or folder. Additional options are available based on your Management Reporter user role.
Open	Opens an existing row definition, column definition, reporting tree definition, or report definition.
Close	Closes the current building block.
Close All	Closes all building blocks.
Save	Saves the current row definition, column definition, reporting tree definition, or report definition.
Save As	Allows you to save the current row definition, column definition, reporting tree definition, or report definition with a new name.
Properties	Opens the Properties dialog box, where you can change the name and description of a report.
Generate	Generates the current report. This command is available from a report definition.
View Report	Opens the most recent version of the generated report in Report Viewer. This command is available from a report definition if you have generated at least one report.
Recent Report Definitions	Displays a list of newly created or modified reports that you can select from.
Recent Row Definitions	Displays a list of newly created or modified row definitions that you can select from.
Recent Column Definitions	Displays a list of newly created or modified column definitions that you can select from.
Recent Reporting Tree Definitions	Displays a list of newly created or modified reporting tree definitions that you can select from.
Exit	Closes Report Designer.

Edit menu

The Edit menu is available to users who have the role of designer or administrator and includes the following commands.

Command	Description
Undo	Reverses the last action.
Redo	Ignores the last undo action.
Cut	Deletes the selected text and copies it to the clipboard.
Copy	Copies the selected text to the clipboard.
Paste	Inserts the most recently cut or copied text from the clipboard.
Clear	Deletes the contents of the selected building block cell.
Find	Opens the Find and Replace dialog box, where you can search text in the view pane.
Replace	Opens the Find and Replace dialog box, where you can search and replace text in the view pane.
Insert Rows from Dimensions	Opens the Insert Rows from Dimensions dialog box, where you can select the dimension values to include in the row definition. This command is available from a row definition.
Renumber Rows	Renumbers all numeric row codes. This command is available from a row definition.
Row Links	Opens the Row Links dialog box, where you can specify the sources for data links in row definitions and reporting tree definitions. This command is available from a row definition.
Rounding Adjustment	Opens the Rounding Adjustments dialog box, where you can specify the parameters for rounding. This command is available from a row definition.
Manage Dimension Sets	Opens the Dimension Sets dialog box, where you can create and modify dimension sets. This command is available from a row definition or a reporting tree definition.
Insert Row	Inserts an empty row into the row definition or empty header row in the column definition. This command is available from a row or column definition.
Delete Row	Deletes the selected row from the row definition or the selected header row from the column definition. This command is available from a row or column definition.
Insert Column	Inserts an empty column into the column definition. This command is available from a column definition.
Delete Column	Deletes the selected column from the column definition. This command is available from a column definition.
Insert Reporting Units from Dimensions	Opens the Insert Reporting Units from Dimensions dialog box, where you can select the dimension values to include in the reporting tree definition. This command is available from a reporting tree definition.
Import Dimension Set Hierarchy	Opens the Dimension Set Hierarchy dialog box, where you can import a dimension set hierarchy from the financial data. This command is available from a reporting tree definition for a dimension-based system.
Insert Reporting Unit	Inserts an empty row into the reporting tree definition. This command is available from a reporting tree definition.
Delete Reporting Unit	Deletes the selected reporting unit row from the reporting tree definition. This command is available from a reporting tree definition.

View menu

The View menu is available to all users and includes the following options.

Option	Description
Navigation Pane	Show or hide the navigation pane.
Toolbars	Select the toolbars that will be visible.
Status Bar	Show or hide the status information in the Report Designer window.
Welcome Page	Open the Welcome page.

Format menu

The Format menu is available to users who have the role of designer or administrator and includes the following commands.

Command	Description
Styles and Formatting	Opens the Styles and Formatting dialog box, where you can create and modify the styles for text in row and column definitions. This command is available from a row or column definition.
Column Width	Opens the Column Width dialog box, where you can set the width of the selected column. This command is available from a row definition, column definition, or reporting tree definition.
Hide	Hides the selected column. This command is available from a row definition, column definition, or reporting tree definition.
Unhide	Makes the hidden columns between the selected columns visible. This command is available from a row definition, column definition, or reporting tree definition.

Company menu

The Company menu is available to users who have the role of designer or administrator and includes the following options.

Option	Description
Companies	Opens the Companies dialog box, where you can create and modify companies.
Building Block Groups	Opens the Building Block Groups dialog box, where you can create, modify, import, and export building block groups.

XBRL menu

The XBRL menu is available to users who have the role of designer or administrator and includes the following options.

Option	Description
Taxonomies	Opens the XBRL Taxonomies dialog box, where you can add, view, modify, or delete a taxonomy.
Entities	Opens the XBRL Entities dialog box, where you can add, modify, view, or delete an entity.
Units	Opens the XBRL Units dialog box, where you can add, modify, view, or delete a unit.

Go menu

The Go menu is available to all users and includes the following commands.

Note

These options have no visible effect if the navigation pane is not visible.

Options	Description
Report Definitions	Displays report definitions in the navigation pane.
Row Definitions	Displays row definitions in the navigation pane.
Column Definitions	Displays column definitions in the navigation pane.
Reporting Tree Definitions	Displays reporting tree definitions in the navigation pane.
Security	Displays security information for users, groups, and companies in the navigation pane.

Tools menu

The Tools menu is available to all users, but some options have limited availability. The Tools menu includes the following options.

Option	Description
Protect	Applies a password to the current building block. This option is available to users who have the role of designer or administrator.
Report Queue Status	Opens the Report Queue Status dialog, which displays all recently generated reports, and the details for each report.
Report Wizard	Opens the Report Wizard, where you can create a new report definition. This option is available to users who have the role of designer or administrator.
Source System Information	Displays the settings for your Microsoft Dynamics ERP system. This option is available to users who have the role of designer or administrator.
Checked Out Items	Displays the row definitions, column definitions, reporting tree definitions, and report definitions that are currently open. This option is available to users who have the role of designer or administrator.
Refresh Cached Financial Data	Updates the data in the financial dimensions column. For more information, see Configure the server connection.
Connection	Opens the Connection dialog box, where you can specify a different server. Building blocks must be closed.
Report Library Permissions	Opens the Report Library Permissions dialog box, where you can modify library permissions.
Registration	Opens the Registration dialog box, where you can view and modify the Management Reporter license key.
Options	Opens the Options dialog box, where you can modify user preferences in Report Designer.

Window menu

The Window menu is available to all users and includes the following commands.

Command	Description
Tile Horizontally	Displays all open windows next to each other.
Tile Vertically	Displays all open windows, one on top of the other.
Cascade	Layers all open windows to display the title bar of each.
Freeze Horizontal	Freezes the selected row so that as you scroll, that row continues to be displayed in the window. This command is available to users who have the role of designer or administrator.
Freeze Vertical	Freezes the selected column so that as you scroll, that column continues to be displayed in the window. This command is available to users who have the role of designer or administrator.
List of Open Windows	Displays a list of windows that are open. Select a window to bring it to the front.

Help menu

The Help menu is available to all users and includes the following options.

Option	Description
Management Reporter Help	Opens the Management Reporter Help documentation.
About Management Reporter	Displays the Management Reporter release number and available Windows system resources.

Report Designer toolbar buttons

The following tables describe the toolbar buttons for designing reports. Some toolbar buttons are available only in specific circumstances. For example, the buttons to promote and demote reporting units are only available when you modify a reporting tree definition.

Standard toolbar

The standard toolbar provides quick access to file and edit commands. The standard toolbar includes the following buttons.

Toolbar button	Description
	Create a new (empty) report definition, row definition, column definition, or reporting tree definition.
	Open an existing row definition, column definition, reporting tree definition, or report definition.
	Save the current row definition, column definition, reporting tree definition, or report definition.
	Copy the selected text and copy it to the Clipboard.
	Delete the selected text and copy it to the Clipboard.
	Insert the text from the Clipboard.
	Undo the last action.
	Redo the last undo action.
	Open the Find and Replace dialog box to search and replace text in the active window.
	Insert an empty row into the row definition or an empty header row in the column definition. This button is available from a row or column definition.
	Insert an empty column into the column definition. This button is available from a column definition.
	Apply a password to the current building block. This button is available to report designers and Management Reporter administrators.
	Open the Row Links dialog box to specify the sources for data links in row definitions and reporting tree definitions. This button is available from a row definition.
	Promote a unit of the reporting tree definition. Select a child unit and click promote, and the promoted child unit will move to the same level as its parent unit.
	Demote a unit of the reporting tree definition. Select a unit and click demote, and the demoted unit will become a child of the unit preceding it.
	Expand all units of the reporting tree definition at the level of the selected unit.
	Collapse the reporting tree.
	Open the report definition wizard to create a new report definition. This button is available to report designers and Management Reporter administrators.
	Open Management Reporter Help.

Formatting toolbar

The formatting toolbar provides easy access to style commands. The formatting toolbar includes the following buttons

Toolbar button	Description
	Apply the selected font style to the current text.
	Set the current text to use the selected font.
	Set the current text to use the selected point size.
	Make the current text bold.
	Make the current text italic.
	Underline the current text.
	Decrease the indent of the current text.
	Increase the indent of the current text.
	Change the background color of the current cell.
	Change the color of the current text.

Management Reporter toolbar

The Management Reporter toolbar provides quick access to commands for navigating within Management Reporter. The toolbar includes the following buttons.

Toolbar button	Description
	Display the report definition that is listed on the Window menu.
	Display the row definition that is assigned to the active report definition.
	Display the column definition that is assigned to the active report definition.
	Display the reporting tree definition that is assigned to the active report definition.
	Start the Report Viewer with the most recent version of the generated report. This button is available from a report definition if you have generated at least one report.
	Generate a report from the active report definition. This button is available from a report definition.

See Also

Application users