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Model Report Builder Context Menu and Toolbar

Context Menu

Right-click an element in the report design area shows a menu of options that apply to that element. The following describes these options:

Options Description Element Type
Rename When applied to an element on the top tier, renames the column in the resulting report Any from top tier
Format

Specify formatting for the header and the data generated in the selected column and includes options for display and numerical formatting. The following tabs may appear depending on the header type.

  • Display: Set formatting options include font size, column width, bold, italic, overline, underline, background color and font color. Formatting a header affects the column header when it is displayed. Formatting the data area affects this column in each of the rows of data in the report.
  • Numbers: Set  to display report numbers in thousands or millions, specify formatting for zeroes and negative numbers, and set the precision for numbers, and display the thousands separator. See Numeric Report Formatting for more information.
  • Range: Set the period range.
Any
Date Display Format

If the element is a date, you can choose a specific date format from the drop-down list of options.

Date
Range

Specifies the time range over which to calculate the displayed value of the account or assumption. By default, the selected range is the entire range of the version on which the report is based.

Accounts and Assumptions

Builder Toolbar

Use the Report Builder toolbar located at the top of the Report Builder area to help you design your report.

Icon Name Description

reportViewerSave.png

Save

Saves the report. Click the menu (arrow icon) and choose to:

  • Save (default). If report was previously saved, immediately saves the report. Otherwise, opens the Save As dialog for you to set the save as options.
  • Save as: Rename the report and change output, sharing options, and location
  • Save and run. Saves changes and runs the run based on the default output settings. If this is a first time save, you are prompted to save as before running the report.
runReport.png Run Runs the report. Click the menu (arrow icon) and choose the format for running the report.
  • Run as HTML: Runs the report and displays generated report in the same window.
  • Run as HTML in a new window: Runs the report and displays the generated report in a new window
  • Run as Excel: Runs the report and opens a dialog to save the report as an ExcelTM file.
  • Run as PDF: Runs the report and downloads the report to your desktop as a PDF file.
reportFilter.png Filter Define filtering rules for the report.
reportProperties.png Report Properties Set report properties of the overall report:
  • Display tab: Define the report presentation, such as show vertical lines, report information, row numbers, total number of rows, cell notes as footnotes, freeze rows and columns headers.
  • Print Parameters: Set the parameters when saving a report as an Excel file or PDF.
reportEditProperties.png Edit Properties Edit the properties of the selected element in the report design area:
  • Rename tab: Rename the column title.
  • Display tab: Define the presentation of the element, such as column width, header style, and body style.
  • Display Date Format: Define the presentation of a date element. This tab is available only for date elements.


Move right, Move left

Move up or Move down

Move the selected element right or left or up or down. You can only move the element within the associated tier.
Delete Remove the select element from the report.
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