Extract Report Editor - Main Screen

The Main Screen is divided into the following areas:

• The menu bar at the top of the screen
• The Report Structure area at the left of the screen which displays the sections that exist in the report. Parameters that apply to all sections in the report are also selected in this area by clicking Report Options..
• The Configure Section area at the middle of the screen where characteristics of each section are configured. There are two tabs in this area, the Section tab and the Fields tab. The Section tab is used to name the section, provide a description, and specify if the section is linked to another section. The Fields tab is used to enter and configure the fields to be placed within the section.
• The Datasets area at the right of the screen displays the Datasets used by each section.

Icons in Menu Bar

Icon	Description
	Close the Extract Report Editor
	Save changes
	Undo the last operation.
	Redo the last undone operation. Clicking the small arrow to the right of the Redo icon displays a history of Undo operations
	Test the report
	View In-Product Help

Icons in Sections Area

Icons	Description
	Add a new section
	Delete the selected section
	Move the selected section up in the list
	Move the selected section down in the list

Icons in Datasets Area

Icon	Description
	Add a new dataset
	Edit the selected dataset
	Delete the selected dataset
	Specify the sort order for dataset fields
	Option to group or not group datasets. If grouping is selected, a dataset created within the Extract Report Editor will be indented relative to its master dataset.

Icons in Configure Section Area - Fields Tab

Icon	Description
	Add a field from a dataset
	Choose from several field types to add
	Delete the selected field
	Move the selected field down in the list
	Move the selected field up in the list
	Copy the selected field to the clipboard
	Paste fields from the clipboard into this section

 

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Need More Help?

If you need additional help creating Extract Reports, refer to the Getting Started with Extract Reports page.