| Main Toolbar | Icon | Link to Option | Description |
| Go to Report |
|
Go to Report | Use this option to switch to the Report mode where you can view any executed report. |
| Run Report |
|
Run | Starts the report execution process. |
| New Report |
|
New Report | Opens a new IFS Business Analytics report. |
| Load Report |
|
Load Report | Opens the Load Report from Database dialog box. Use this to view a saved report. |
| Find |
|
Find | Use this option to find the data items and parameters used in report design. |
| Save Report |
|
Save Report | Displays the Save Report dialog box. Use this dialog box to save a report in IFS Applications database without publishing them. Click Load Report in Design mode or report mode to retrieve a report for further design changes. |
| Publish Report |
|
Publish Report | Displays the Save and Publish Report dialog box. Use this dialog box to save reports to database and to publish reports in IFS Applications. These reports will be available through IFS Info Services. It is also possible to roll back published reports. |
| Manage Archive |
| Manage Archive | Opens the Manage Archive dialog box. Use this to modify reports that are saved in the archive when exporting a Microsoft Excel report. |
| Report Manager |
|
Report Manager | Opens the Report Manager dialog box which is used to validate, download, bulk save and bulk republish Business Analytics reports that are already published. |
| Refresh All |
|
Refresh All | Click this to retrieve the latest changes made to an information source, global parameter or Business Analytics in general. |
| Validate Report |
|
Validate Report | This activity is used to validate BA reports which are published, saved or locally saved. |
| Document Actions |
|
Document Actions | Use this top open or close Document Actions pane |
| Report Actions |
|
Report Options | Opens the Report Options window. |
| Settings |
|
Settings | Opens the Report Settings window to change IFS Business Analytics general options. |
| Access Type |
|
Access Type | Opens the Customize Data Access Types dialog box that can be used to change the data access type of information sources when more than one information source is used in a report. |
| About |
|
About | Displays the About IFS Business Analytics dialog box. Use this dialog box to view information about version and build date. |
| Help |
|
Help | Displays the online help for IFS Business Analytics. |
| Login |
|
Login | This is used to log in to IFS Business Analytics. If you have already logged into the application the user name will be shown here. By clicking the downward arrow, you can re-login to the application. |
| Report Book Toolbar | Icon | Link Option | Description |
| Go to Report |
|
Go to Report | Use this option to switch to the Report mode where you can view any executed report. |
| Run |
|
Run | Starts the report execution process. |
| Report Book |
|
Report Book | Opens the Report Book section of the pane. |
| Parameters |
|
Parameters | Opens the Parameters subsection of the Report Book pane. It is possible to enter parameters for the report here. |
| Filter Criteria |
|
Filter Criteria | Opens the Filter Criteria subsection of the Report Book pane. It is possible to enter filter criteria for the report book level. |
| Sheet |
|
Sheet | Opens the Report Sheet section of the pane. It is also possible to enter a filter criteria for a report sheet. |
| Grid |
|
Grid | Opens the Report Grid pane. |
| Row |
|
Row | Use this option to display all design rows in the report in the Design Row list. You can use this list to select a specific design row |
| Column |
|
Column | Use this option to display all design columns in the report in the Design Column list. You can use this list to select a specific design column. |
| Cell |
|
Cell | Use this option to display all design cells in the report in the Design Cell list. You can use this list to select a specific design cell. |
