Skip to content
English
  • There are no suggestions because the search field is empty.

Using the Report Designer Menu

How to use the Report Designer menu

The Report Designer menu is used to open an existing report, save a report, and exit the Report Designer. It is accessed from the upper left-hand corner in the Report Designer.
We do not recommend using the New or Save As options in this menu.
  • New creates a completely blank report that you will have to save then select the fields to add. It is easier to create a new report by clicking (Reports) on the Form Designer toolbar which provides all the fields and sub-reports from your form or copy an existing report to use as a starting point. 
  • Open opens a sub-report, if applicable.
  • Save saves the changes made to the report.
  • Save As provides no functionality currently. 
  • Exit closes the sub-report and/or Report Designer.