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Menu and Toolbar Selections (Report List page)

The Public reports page differs depending on whether you are logged in or not. The My reports tab appears only when you are logged in. The My selection sets tab appears only after you are logged in and if you have saved at least one selection set.

The following menu and toolbar selections are applicable to the Public reports tab, My reports tab, or My selection sets tab. For most functionality, you can use the menu selections or the toolbar icons to achieve the same result.

Menu

Toolbar Icon

Menu Selection

Description

File menu

 

Sign In

Sign into the application. See Signing In.

Sign Out

Sign out of the application.

Change Password

Change the sign-in password. See Changing Passwords.

Create a New Report

(On the My reports tab) Create a new report. See Creating a Report.

Import report definition

(On the My reports tab) Import a report definition that has been received. See Importing Report Definitions.

View menu

 

Expand All

Expand to view all available reports. See Expanding Folders

 

Collapse All

Collapse to see only the top level folders. See Collapsing Folders

Report Definition

Displays detailed information about the report. See Viewing Definitions.

Tools menu

 

Search Reports => Basic Search

Enter keywords to locate a table. See Performing a Basic Search

Search Reports => Advanced Search

Locate a report based on criteria. See Performing an Advanced Search.

 

Languages

Select the language in which Perspective is displayed (if available).

Edit menu

 

Delete

See Deleting a Table, Chart or Folder

Change

See Changing Titles and Notes.

Move to top

See Moving Up or Down.

Move up

See Moving Up or Down.

Move down

See Moving Up or Down.

Move to bottom

See Moving Up or Down.

Sort

See Sorting Reports.

Move to folder

See Moving to a Folder

Help menu

 

 

Help

View online Help. See Getting Help.

 

Tutorials

View an online tutorial. See Getting Help.

 

Feedback Form

Complete an online feedback form. See Getting Help.