Report Designer

To access the Report Designer:

  1. Open the report.

  2. Click to activate the edit mode.

  3. A report has a title, column headers, and one or more sections. Sections can be titles, worksheet tables, or calculated sections.

    • To change the order, drag and drop them up or down.

    • To delete a section, click .

    Important

    There must be at least one worksheet section otherwise the report cannot be saved.

Tip

When customizing your Report, hover over the info icon to display tooltips that provide the Data Model ID and Original View ID, offering quick reference to identify the origin of the view.

To leave the edit mode:

  • Click .