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Main toolbar

  1. Laatst bijgewerkt
  2. Opslaan als pdf
The main toolbar allows you to perform actions such as opening, saving, and exporting documents, tracking data changes, and displaying the standard report outline in WorldShare Reports.

The main toolbar is located at the top of the report viewer. The table below lists the options available in the main toolbar.

Main toolbar

Standard report main toolbar

 Note: If a button is greyed out, it is not available for use.

Item Button Description
File tab
Save Menu

Main toolbar save menu button

 Allows you to save the document to the location on the repository where it was saved previously.

 Note: The first time a document is saved using this button, the user will be prompted to provide the location to save the report and a name for the report.
Undo

Screenshot of WorldShare Reports Undo button

 Allows you to reset the report to how it displayed before your last change.
Redo

Screenshot of WorldShare Reports Redo button

 Allows you to reset the report to how it displayed after you undid your last change.
Export Screenshot of WorldShare Reports More options button > Export Allows you to export the report in the following file formats: Excel, PDF, HTML, TXT, CSV
Mark as favorite Screenshot of WorldShare Reports More options button > Mark as Favorite Allows you to add the report to the Favorites screen.
Print Screenshot of WorldShare Reports More options button > Print Allows you to print the report.
Query tab
Refresh Data Screenshot of WorldShare Reports Refresh menu button Allows you to refresh the report data and change prompt values.
 

 Note: Some reports may return a Partial results warning icon on the Refresh Data button. Hover over the button to display the message.
Screenshot of the Partial results warning icon message appearing on the Refresh Data button in WorldShare Reports and Report Designer

The Partial results warning and message indicate that the results exceeded the results exceeded the row limit for the underlying universe, and the report as displayed is therefore incomplete. If this occurs, use report prompts to limit your search results.

A Partial results warning message will also appear over the report data.
Screenshot of the Partial results warning message appearing over report data in WorldShare Reports and Report Designer
Analyze tab
Filter bar Screenshot of WorldShare Reports Show filter bar button Allows you to activate and deactivate the filter bar.

The Filter bar is activated by default.
Navigate Screenshot of WorldShare Reports Navigate button Allows you to activate and deactivate navigation.
Track data changes Screenshot of WorldShare Reports Track data changes button Allows you to activate and deactivate data tracking.
Display tab
Toolbar Screenshot of WorldShare Reports Show/Hide main toolbar button Allows you to activate or deactivate the main toolbars of the report.

When selected, the report navigation and File, Query, Analyze, and Display tabs are hidden. Hover over the Filter bar to deactivate the button.
Freeze Screenshot of WorldShare Reports Freeze button Allows you to keep the header or a portion of the table visible while the rest scrolls.
Folding/unfolding breaks and sections Screenshot of WorldShare Reports Folding/unfolding breaks and sections button Allows you to activate fold/unfold in a report.

 Note: Only report elements that have a header or a footer can be folded or unfolded.
Presentation mode Screenshot of WorldShare Reports Presentation mode button Allows you to activate presentation mode, which provides the report at full width and hides the main toolbar and the Filter bar.