Reports Toolbar

Reports Toolbar

Icon

Name

Description

New

Opens a sub-menu where you can select: New Report and New Folder.

Delete

Removes the current Report Definition or Report folder and deletes its entire configuration from System Browser.

Save

Saves the configuration of the currently selected Report Definition or saves a newly created and configured Report Definition.
NOTE: This command is dimmed until you modify the current Report Definition.

Save As

Saves the configuration of the currently selected Report Definition as a new Report Definition, or saves a newly created and configured Report Definition.

Save as Default

Saves the selected Report Definition as the default report template.

Properties

Shows or hides the Reports ribbon in Edit mode.

Run

Auto-closes Edit mode and executes the current Report Definition in Run mode.
NOTE: You can run up to five reports simultaneously; an error message displays for any subsequent clicks of the Run or Run As icon.

Run As

Opens a sub-menu where you can select a language from a list of languages supported in Desigo CC. Languages currently supported for report execution are: en-US, fr-CA.

Stop

Stops report execution of the selected Report.
This command is available only while the report is running.
NOTE: You can also stop the report execution using the Stop button that becomes available in the Report Management section while the report is running.

Edit

Opens the Report Definition in Edit mode. In this mode you can design the layout of a report.
This command is available only in Run mode.

Create and view PDF

Starts creating PDF document for the current Report snapshot. The maximum number of pages in one PDF document is 500. When the number of pages exceeds 500, the PDF document splits into two. This process goes on until all the data in that specific report snapshot is moved to the document.
The PDF creation progress for all the split PDF documents displays under the same Report snapshot in the Report Management section. When successfully created, the PDF displays in Adobe Reader in Reports.
This command is available only in Run mode.

Create and view Excel

Starts creating Excel document for the current Report snapshot. The maximum number of rows in an Excel document is 1,048,575 (Excel limit). When the number of rows exceeds this limit, the Excel document splits into two.
The process of the Excel creation for all the split Excel documents displays under the same Report snapshot in the Report Management section. When successfully created, the Excel document displays in MS Excel in Reports.
This command is available only in Run mode.
Ensure that Microsoft Excel 2007 or later is installed, for this command to be enabled.

Report Management

Shows or hides the Report Management section.

Export

Exports the Report Definitions as an .xml file to a selected location.

Import

Imports the Report Definitions and logos.
The Import icon is enabled only when the Report folder is selected in System Browser.

Reports Toolbar For Operating Procedures

Save User Input

Saves the Event Treatment-related information you entered in the report for operating procedures, when it is executed for a selected event from Assisted Treatment. You can view the saved information if you re-select the same step in the same event. Additionally, users on other client computers can also view this information for the same step in the same event. If you move to another step or event or exit the current step without saving the information, a save confirmation message displays.
NOTE: This command is available only if the report contains form controls and you have the Show privilege for Reporting. If you do not have the Show privilege, contact your System Administrator.

Send to Output

Routes the report for operating procedures to a file, email, or printer according to the Report Output configuration settings.
NOTE: If you have not specified the report output configuration settings, the information is routed to the path specified in the location supervised folder in System Browser: Management View > Management System > Servers > Main Server > Report Manager > Report Default Folder.
NOTE: This command may not be available if you do not have the Show privilege for Reporting. In this case, contact your System Administrator.