Version:

Version:

Version:


Table of Contents

New Features

Download PDF
Copy Link

Upgrade report editor

The report editor has been replaced with a custom rich text editor.

To use the report editor:
  1. Go to Reports > Report Definitions > All Reports.
  2. Right click a report and select Edit.
  3. Go to the Editor tab.

    The Editor tab is also available when creating a new report.

  4. Mouse over options in the toolbar to view the related action.

    You can also use the following shortcuts in the editor:

    • CTRL+C to copy text
    • CTRL+X to cut text
    • CTRL+V to paste copied or cut text
    • CTRL+Z to undo
    • CTRL+Y to redo
    • CTRL+B to apply bold formatting
    • CTRL+I to apply italic formatting
    • CTRL+U to apply underline formatting
  5. To add a chart in the report, click Insert Chart.
  6. In the Chart Properties pane, select a chart, enter a title, adjust the width, and set the filters.
  7. Click OK.

  8. To add a macro in the report, click Insert Macro.
  9. From the macro dropdown in the report, select a macro.

    You can delete the macro as though it is regular text by using the backspace key.

  10. To add a table in the report, select the number of rows and columns from the insert table dropdown.

  11. Click the table to use icons for editing the table.

    You can use the yellow arrows at the edge to add space above or below the selected chart or table.

Upgrade report editor

The report editor has been replaced with a custom rich text editor.

To use the report editor:
  1. Go to Reports > Report Definitions > All Reports.
  2. Right click a report and select Edit.
  3. Go to the Editor tab.

    The Editor tab is also available when creating a new report.

  4. Mouse over options in the toolbar to view the related action.

    You can also use the following shortcuts in the editor:

    • CTRL+C to copy text
    • CTRL+X to cut text
    • CTRL+V to paste copied or cut text
    • CTRL+Z to undo
    • CTRL+Y to redo
    • CTRL+B to apply bold formatting
    • CTRL+I to apply italic formatting
    • CTRL+U to apply underline formatting
  5. To add a chart in the report, click Insert Chart.
  6. In the Chart Properties pane, select a chart, enter a title, adjust the width, and set the filters.
  7. Click OK.

  8. To add a macro in the report, click Insert Macro.
  9. From the macro dropdown in the report, select a macro.

    You can delete the macro as though it is regular text by using the backspace key.

  10. To add a table in the report, select the number of rows and columns from the insert table dropdown.

  11. Click the table to use icons for editing the table.

    You can use the yellow arrows at the edge to add space above or below the selected chart or table.