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Report Designer interface

The sections in this topic describe how to navigate through Report Designer and how to use these options to suit your specific needs.

Report Designer menu commands

Report Designer toolbar buttons

Report Designer menu commands

The following table provides descriptions of the menu commands and options that you can use when you design reports in Management Reporter. Some menu commands and options are available only in specific circumstances. For example, the commands to promote and demote reporting units are available only when you are editing a reporting tree definition.

File menu

The File menu is available to all users and includes the following commands.

Command

Description

New

Creates a new report definition, row definition, column definition, reporting tree definition, report group definition, or folder. Additional options are available based on your Management Reporter user role.

Open

Opens an existing row definition, column definition, reporting tree definition, or report definition.

Close

Closes the current building block.

Close All

Closes all building blocks.

Save

Saves the current row definition, column definition, reporting tree definition, or report definition.

Save As

Allows you to save the current row definition, column definition, reporting tree definition, or report definition with a new name.

Properties

Opens the Properties dialog box, where you can change the name and description of a report.

Generate

Generates the current report. This command is available from a report definition.

View Report

Opens the most recent version of the generated report in Report Viewer. This command is available from a report definition if you have generated at least one report.

Recent Report Definitions

Displays a list of newly created or modified reports that you can select from.

Recent Row Definitions

Displays a list of newly created or modified row definitions that you can select from.

Recent Column Definitions

Displays a list of newly created or modified column definitions that you can select from.

Recent Reporting Tree Definitions

Displays a list of newly created or modified reporting tree definitions that you can select from.

Exit

Closes Report Designer.

Edit menu

The Edit menu is available to users who have the role of designer or administrator and includes the following commands.

Command

Description

Undo

Reverses the last action.

Redo

Ignores the last undo action.

Cut

Deletes the selected text and copies it to the clipboard.

Copy

Copies the selected text to the clipboard.

Paste

Inserts the most recently cut or copied text from the clipboard.

Clear

Deletes the contents of the selected building block cell.

Find

Opens the Find and Replace dialog box, where you can search text in the view pane.

Replace

Opens the Find and Replace dialog box, where you can search and replace text in the view pane.

Insert Rows from Dimensions

Opens the Insert Rows from Dimensions dialog box, where you can select the dimension values to include in the row definition. This command is available from a row definition.

Renumber Rows

Renumbers all numeric row codes. This command is available from a row definition.

Row Links

Opens the Row Links dialog box, where you can specify the sources for data links in row definitions and reporting tree definitions. This command is available from a row definition.

Rounding Adjustment

Opens the Rounding Adjustments dialog box, where you can specify the parameters for rounding. This command is available from a row definition.

Manage Dimension Sets

Opens the Dimension Sets dialog box, where you can create and modify dimension sets. This command is available from a row definition or a reporting tree definition.

Insert Row

Inserts an empty row into the row definition or empty header row in the column definition. This command is available from a row or column definition.

Delete Row

Deletes the selected row from the row definition or the selected header row from the column definition. This command is available from a row or column definition.

Insert Column

Inserts an empty column into the column definition. This command is available from a column definition.

Delete Column

Deletes the selected column from the column definition. This command is available from a column definition.

Insert Reporting Units from Dimensions

Opens the Insert Reporting Units from Dimensions dialog box, where you can select the dimension values to include in the reporting tree definition. This command is available from a reporting tree definition.

Import Dimension Set Hierarchy

Opens the Dimension Set Hierarchy dialog box, where you can import a dimension set hierarchy from the financial data. This command is available from a reporting tree definition for a dimension-based system.

Insert Reporting Unit

Inserts an empty row into the reporting tree definition. This command is available from a reporting tree definition.

Delete Reporting Unit

Deletes the selected reporting unit row from the reporting tree definition. This command is available from a reporting tree definition.

View menu

The View menu is available to all users and includes the following options.

Option

Description

Navigation Pane

Show or hide the navigation pane.

Toolbars

Select the toolbars that will be visible.

Status Bar

Show or hide the status information in the Report Designer window.

Welcome Page

Open the Welcome page.

Format menu

The Format menu is available to users who have the role of designer or administrator and includes the following commands.

Command

Description

Styles and Formatting

Opens the Styles and Formatting dialog box, where you can create and modify the styles for text in row and column definitions. This command is available from a row or column definition.

Column Width

Opens the Column Width dialog box, where you can set the width of the selected column. This command is available from a row definition, column definition, or reporting tree definition.

Hide

Hides the selected column. This command is available from a row definition, column definition, or reporting tree definition.

Unhide

Makes the hidden columns between the selected columns visible. This command is available from a row definition, column definition, or reporting tree definition.

Company menu

The Company menu is available to users who have the role of designer or administrator and includes the following options.

Option

Description

Companies

Opens the Companies dialog box, where you can create and modify companies.

Building Block Groups

Opens the Building Block Groups dialog box, where you can create, modify, import, and export building block groups.

XBRL menu

The XBRL menu is available to users who have the role of designer or administrator and includes the following options.

Option

Description

Taxonomies

Opens the XBRL Taxonomies dialog box, where you can add, view, modify, or delete a taxonomy.

Entities

Opens the XBRL Entities dialog box, where you can add, modify, view, or delete an entity.

Units

Opens the XBRL Units dialog box, where you can add, modify, view, or delete a unit.

Go menu

The Go menu is available to all users and includes the following commands.

Note

These options have no visible effect if the navigation pane is not visible.

Options

Description

Report Definitions

Displays report definitions in the navigation pane.

Row Definitions

Displays row definitions in the navigation pane.

Column Definitions

Displays column definitions in the navigation pane.

Reporting Tree Definitions

Displays reporting tree definitions in the navigation pane.

Security

Displays security information for users, groups, and companies in the navigation pane.

Tools menu

The Tools menu is available to all users, but some options have limited availability. The Tools menu includes the following options.

Option

Description

Protect

Applies a password to the current building block. This option is available to users who have the role of designer or administrator.

Report Queue Status

Opens the Report Queue Status dialog, which displays all recently generated reports, and the details for each report.

Report Wizard

Opens the Report Wizard, where you can create a new report definition. This option is available to users who have the role of designer or administrator.

Source System Information

Displays the settings for your Microsoft Dynamics ERP system. This option is available to users who have the role of designer or administrator.

Checked Out Items

Displays the row definitions, column definitions, reporting tree definitions, and report definitions that are currently open. This option is available to users who have the role of designer or administrator.

Refresh Cached Financial Data

Updates the data in the financial dimensions column. For more information, see Configure the server connection.

Connection

Opens the Connection dialog box, where you can specify a different server. Building blocks must be closed.

Report Library Permissions

Opens the Report Library Permissions dialog box, where you can modify library permissions.

Registration

Opens the Registration dialog box, where you can view and modify the Management Reporter license key.

Options

Opens the Options dialog box, where you can modify user preferences in Report Designer.

Window menu

The Window menu is available to all users and includes the following commands.

Command

Description

Tile Horizontally

Displays all open windows next to each other.

Tile Vertically

Displays all open windows, one on top of the other.

Cascade

Layers all open windows to display the title bar of each.

Freeze Horizontal

Freezes the selected row so that as you scroll, that row continues to be displayed in the window. This command is available to users who have the role of designer or administrator.

Freeze Vertical

Freezes the selected column so that as you scroll, that column continues to be displayed in the window. This command is available to users who have the role of designer or administrator.

List of Open Windows

Displays a list of windows that are open. Select a window to bring it to the front.

Help menu

The Help menu is available to all users and includes the following options.

Option

Description

Management Reporter Help

Opens the Management Reporter Help documentation.

About Management Reporter

Displays the Management Reporter release number and available Windows system resources.

Report Designer toolbar buttons

The following tables describe the toolbar buttons for designing reports. Some toolbar buttons are available only in specific circumstances. For example, the buttons to promote and demote reporting units are only available when you modify a reporting tree definition.

Standard toolbar

The standard toolbar provides quick access to file and edit commands. The standard toolbar includes the following buttons.

Toolbar button

Description

New

Create a new (empty) report definition, row definition, column definition, or reporting tree definition.

Open

Open an existing row definition, column definition, reporting tree definition, or report definition.

Save

Save the current row definition, column definition, reporting tree definition, or report definition.

Copy

Copy the selected text and copy it to the Clipboard.

Cut

Delete the selected text and copy it to the Clipboard.

Paste

Insert the text from the Clipboard.

Undo

Undo the last action.

Redo

Redo the last undo action.

Find

Open the Find and Replace dialog box to search and replace text in the active window.

Insert Row

Insert an empty row into the row definition or an empty header row in the column definition. This button is available from a row or column definition.

Insert Column

Insert an empty column into the column definition. This button is available from a column definition.

Lock

Apply a password to the current building block. This button is available to report designers and Management Reporter administrators.

Row Link

Open the Row Links dialog box to specify the sources for data links in row definitions and reporting tree definitions. This button is available from a row definition.

Promote Unit

Promote a unit of the reporting tree definition. Select a child unit and click promote, and the promoted child unit will move to the same level as its parent unit.

Demote Unit

Demote a unit of the reporting tree definition. Select a unit and click demote, and the demoted unit will become a child of the unit preceding it.

Expand All

Expand all units of the reporting tree definition at the level of the selected unit.

Collapse All

Collapse the reporting tree.

Report Wizard

Open the report definition wizard to create a new report definition. This button is available to report designers and Management Reporter administrators.

Help

Open Management Reporter Help.

Formatting toolbar

The formatting toolbar provides easy access to style commands. The formatting toolbar includes the following buttons

Toolbar button

Description

Font Size No Text

Apply the selected font style to the current text.

Font Size No Text

Set the current text to use the selected font.

Font Size

Set the current text to use the selected point size.

Bold

Make the current text bold.

Italics

Make the current text italic.

Underline

Underline the current text.

Decrease Indent

Decrease the indent of the current text.

Increase Indent

Increase the indent of the current text.

Fill Color

Change the background color of the current cell.

Font Color

Change the color of the current text.

Management Reporter toolbar

The Management Reporter toolbar provides quick access to commands for navigating within Management Reporter. The toolbar includes the following buttons.

Toolbar button

Description

Open DDV

Display the report definition that is listed on the Window menu.

Open Row

Display the row definition that is assigned to the active report definition.

Open Column

Display the column definition that is assigned to the active report definition.

Open Reporting Tree

Display the reporting tree definition that is assigned to the active report definition.

Report Viewer

Start the Report Viewer with the most recent version of the generated report. This button is available from a report definition if you have generated at least one report.

Generate Report

Generate a report from the active report definition. This button is available from a report definition.

See Also

Application users