×
Menu
Index

Merged Report Form – Source Report Tab

 
The Source Report tab of the Merged Report form in the Data Source Setup tab is where a previously created Text report is selected to merge into the current report.
 
Merged Report Form – Source Report Tab
 
1

Selected Item

1. Selected Item
Once an item is selected, its details are displayed in the Merged Report form tabs.
2

Edit

2. Edit
Click the pencil icon to enable editing.
3

Selected Tab

3. Selected Tab
The currently selected tab of the Merged Report form.
4

Source Report Fields

4. Source Report Fields
  •  Merged Report*: choose the Text report to bring in from the pull-down menu (NOTE: only Text reports are shown)
  •  Report Name: the name of the report being brought in (not editable)
  •  Report Description: the description of the report being brought in (not editable)
  •  Report Type: the type of report being brought in (not editable)
5

Save

5. Save
The Save button saves the information currently entered in the Merged Report form and disables editing. A warning pops up if a required field has not been completed. This Save button only saves this Merged Report form; it does not save the overall report design (use Save Report in the Ribbon Bar for this).
© 2019 Exostrategies, Inc.