The report designer contains the tools that you need to edit reports. You can add and move columns, configure filtering, sorting, and grouping, and set default layout options for reports. The report designer opens in a slide-out panel when you create a report and when you open a report to edit it. Hover the cursor over each button in the toolstrip to view a short description of its function.
On the left side of the report designer, the Field Selection from Dataset panel displays the report's dataset. The dataset consists of the data entities in the report's topic and any entities that you added in the report designer. You can hover the cursor over any field name in the dataset to view its description.
The right side of the report designer displays the columns in the report. You can move the columns around and see a preview of the data that will be included in the report.
You can open multiple tabs of the report designer if you need to work on more than one report at a time:
The pencil icon (
) in the tab header indicates that the report designer is open in that tab. The preview icon in the tab header indicates that the report card is open in that tab.
You can minimize the report designer slide-out panel by clicking the arrow at the top left of the panel. Click the tab on the right side of the screen to slide it out again.
The following sections contain more information about how to use the tools in the report designer: