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Icon

Name

Description

View

Hides the editor interface and allows you to view the report by itself. This mode provides a subset of the Ad Hoc Editor's full feature set. For example, you can change summaries and datatypes for all report types; you can change the chart type, legends, and display options in charts, and you can define sorting and the order and size of columns for tables.

Save

Saves the report with the current name and location or you can save it with a new name and location using the Save Report As option.

Preview

Click this icon to run the report and view its HTML preview. This view opens in a new window or tab, and provides export options to other formats.

Load Full

Loads the full set of data. By default, only a subset of the data in your data source is loaded, which improves performance when adding fields, changing grouping, and other changes that requires processing your data. To work with the complete data set, click this icon. The full data set gives you an accurate view of the your report and is helpful for exploring the data itself. In tables, the subset is helpful in visualizing how your groups will look and for setting summaries, since the summary context menu appears at the bottom of the column.

Pivot/Switch

Changes the way groups are displayed. Depending on the tab you're viewing, the behavior differs:

  • Crosstab: Pivots the column groups with the row groups.
  • Table: Switches to the alternate grouping.
  • Chart: Switches to the alternate grouping.

Sort

Views the current sorting (if any) and allows you to select fields by which to sort your data.

Filter

Views the filtering applied to this report, either through input controls or through filters defined when you selected a Domain. In some cases, you can select new values to change the data displayed in the report; for example, you could change the dates the report includes. This icon only appears if the filters are defined for the Topic or Domain.

Style

Allows you to choose the color and font of your report.

Options

The options menu allows you to:

  • Change whether to display the title.
  • Change the page orientation.
  • Change the page size.
    In tables, you can also hide or show the detail rows when the data is summarized. This option is only available if the table includes grouped columns.
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