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Report & Edit Menus

When a report is initially created it's in draft mode. This means that it's currently being edited and cannot be accessed by other users. When the report is complete it's activated, meaning that it's ready for consumption. Different menu options are available through the Report & Edit menus depending on this status.

 

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Report Menu

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Report & Edit Menus

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Option

Description

Data

This allows you to place the report into draft mode and directly access the Data step of the builder.

Charts

This allows you to place the report into draft mode and directly access the Charts step of the builder.

Related Reports

This allows you to place the report into draft mode and directly access the Related Reports step of the builder.

Output

This allows you to place the report into draft mode and directly access the Output step of the builder.

Name & Description

This allows you to edit the Name and Description of the report without placing it into Draft mode.

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