As you design your report, you can view and modify columns and tables from the bottom of the different menu editors available.
Collapse and expand your design area
- Clicking on the current menu tab collapses the editor and allows you to see more of your design.
- Clicking the triple line icon in the top left accomplishes the same thing.
Sort and move columns
Certain column headings (those with a marker) allow you to change the sort order. Columns can be sorted one at a time.
Drag and drop columns to change their lateral order.
Save as Excel
Where applicable, click the Save as Excel button to view your data in spreadsheet format. There is a limit of 499 records.
Reset your report design
Clear your design by clicking on the dataset icon and confirming you’d like to reset your work.
Load a design to an existing Dashboard
- Load the saved design.
- Add it to the Dashboard.