User Preferences and Context Sensitive Help

User Preferences

Note

The User Preferences are an optional feature. Check with the system administrator for more information.

Click the wrench icon in the top-right corner to open the User Preferences dialog

Click the User Preferences icon to open the User Preferences dialog. The dialog consists of tabs:

• Tutorials v2018.2–v2020.1
• Startup Reports
• User Reports

Startup Reports

Startup Reports run in their own tabs each time a user starts a session. The system administrator can limit the number of startup reports allowed.

• To add a startup report, use the Report Tree panel in the dialog on the left to either:
  • Drag-and-drop it to the Report Name panel on the right
  • Click a report name and then click the Add button
  • Double-click a report name
• To reorder the reports use the Move Item Up and Move Item Down icons.
• To remove a startup report, click the Delete icon on the corresponding line. This only stops the report from loading on startup, it does not remove the report from the application.

The Startup Reports tab of the User Preferences dialog with one startup report, named Revenue by Date Dashboard

User Reports

User Reports are customizations made by a user to an existing report. Customizations may include formatting, sorts and filter values chosen in the Report Viewer. This is an optional feature, and requires that the system administrator has enabled it.

This tab will show a list of user reports saved for the current user.. To remove a User Report, click the Delete icon on the corresponding line.

This only stops the report from loading with customization, it does not remove the report from the application.

To create a user report, execute the report into the Report Viewer, make changes and then save them using the Report Viewer’s toolbar. For more information, review the Report Viewer article.

Context Sensitive Help

Context sensitive help is available at any point in the application. Click the Help icon to open documentation in a new tab. The guide will automatically open to the content pertaining to the active Designer, dialog or feature.

Context Sensitive Help window opened showing the Report Designer help content