Reference: Toolbar Buttons and Right-Click Actions for Model Reports
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.
|
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 |
---|---|---|
![]() |
Save |
Saves the report. Click the menu (arrow icon) and choose to:
|
![]() |
Run | Runs the report. Click the menu (arrow icon) and choose the format for running the report.
|
![]() |
Filter | Define filtering rules for the report. |
![]() |
Report Properties | Set report properties of the overall report:
|
![]() |
Edit Properties | Edit the properties of the selected element in the report design area:
|
![]() ![]() ![]() |
Move right, Move left |
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. |