The ribbon provides access to all of the Report Module functions:
Shows the Start Screen to change projects.
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Save (Ctrl+S) - saves any unsaved changes made in the templates control.
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Preview (F5) - generates a report using the currently selected template and record filters.
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Print (Ctrl+P) - prints the rendered report.
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PDF (Ctrl+Shift+P) - exports the rendered report to PDF format.
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Groups
| General - provides report generation, print and export options. |
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Preview (F5) - generates a report using the selected template and record filters.
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Print (Ctrl+P) - prints the rendered report.
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PDF (Ctrl+Shift+P) - exports the rendered report to PDF format.
Menu Items
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Image - exports the report to an image format selected by the user (one file per page).
DPI - sets the image resolution used when exporting reports.
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| Edit - provides commonly used tools to work with templates. |
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New - creates a new template in the current collection.
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Delete - deletes the selected template.
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Copy - creates a copy of the selected template into a collection that the user has permission to make edits.
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Design (F6) - opens the currently selected template in the Report Designer.
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| Templates - provides additional tools to manage templates. |
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Manage - shows additional columns in the templates control, defining visibility, group, table and description for each template.
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References - shows all of the records that are associated to this template in the Data Module.
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Click the Save List button to export this data to a CSV file.
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Thumbnail - creates a thumbnail image for the report.
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| Other - provides access to backups and clears cached reports. |
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Show Backups - opens the folder containing template backups.
Whenever a template is opened in the Report Designer, a copy of the template is saved locally so that restoring to a previous version is possible.
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This folder should be cleaned up occasionally to remove files that are no longer required.
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Clear Store - removes all compiled templates from the local cache.
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Project Identifier & Name - shows details of the active project.
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Project Links - defines reference from the active project to other projects.
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Project Files - shows all of the project file sets.
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Tutorials - links to online tutorial videos.
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Documentation - links to this online documentation.
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About - shows information about the module.
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