Managing Reports

Creating a New Report

You can create a new report in three ways: Click File > New. Click the (New Report) icon. Press CTRL+N...

Closing a Report File

You can close a file in three ways: Click File > Close. Click the (Close Report) icon in the right...

Opening Existing Reports

You can open an existing report in three ways: Click File > Open. Click the  (Open Report) icon. Press CTRL+O...

Cloning and Extracting Report Data

This helpful article provides instructions for cloning reports and extracting report data to quickly create new reports using previously entered...

Saving the Current Report

There are two methods of saving the current report, saving it to its existing file location or saving a copy...

Save As Features

Using the Save As feature allows for multiple ways to save the current report. To save a copy of the...