Navigation: <Root level>

Main screen

 

 

 

Create new project

Shows the dialog to create a new project.

Edit the select project

Shows the dialog to edit the selected project.

Projects tree

Projects tree

Project items list

List of selected project's items

Selected project item

Select a project item to see related info on right

Search

Shows a dialog to set the search rules and search within one or more projects

Auto preview

When pressed automatically shows data info when project item in details section is selected

Visual theme

Changes the visual theme for the application

Application settings

Shows a dialog with application settings

Selected project item data preview

Information for the currently selected item in HTML format

 

 

 

Some commands are available in project right click menu

 

Edit the select project

Shows the dialog to edit the selected project.

Delete

Deletes the selected project

Apply connections ...

Shows a dialog to assign new connection for each report connection. The existing reports' connections will be replaced with the new set of connections and the reports will be copied to a new folder (overwriting existing reports is not allowed)

Open Folder

Opens Windows Explorer and focuses the main folder of the project

Documentation

Shows a dialog to chose which data to be included and generates a single PDF or HTML file containing data info for all reports in the project

Search

Shows a dialog to set the search rules and search within one or more projects

 

Item right click menu

 

Show data

Will show documentation for selected report version

Review in Designer

Will open selected report version in Crystal reports designer (you need to have Crystal reports designer installed)

Open original

Will open the current report version in Crystal reports designer (you need to have Crystal reports designer installed)

Compare

Compare selected version to another version or report

Version control

 

Menu for Version control operations.  It depends on current version status.

For non checked out reports

Check out

Check out selected report. Nobody else will be able to edit it until you undo check out or check it in.

Check out and edit

The same as , but will open the report in Crystal reports designer for editing

View history

Write description here...

 

When a report is already checked out you will have these options

Edit

if you need to continue working on a report , which was already checked out, but you closed the designer

Check In

When you are done with the changes

Undo check out

If you would like to release the report without updating it. The last checked in version will be restored

 

 

 

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