Compound Tabbed Reports
Compound Tabbed Reports act as ‘containers’ for other reports, making it possible to display multiple reports side by side in the form of tabs. Compound Tabbed Reports are typically used to compare sets of financial data, with AR on one tab, for example, WIP on another, and Realization on a third.
Compound Tabbed Components are managed via the Compound Tabbed Report List, which displays a grid view of every Compound Tabbed Report that is available for you to view.
Buttons within the grid enable you to preview, edit, and/or delete any listed report. An additional button, displayed above the grid, allows you to create a new report.
To access the Compound Tabbed Report List:
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In the Setup menu bar, select Components / Compound Tabbed Components.
To locate an existing report, use either the filters in the column headers or the scroll bar and the page navigation controls in the grid footer (for details, see Column Filters and Page Navigation).
To create a new report:
- Click New at the top of the grid to display the Create Compound Tabbed Report screen.
In each Dashboard row:
- Edit - Displays the Edit Compound Tabbed Report screen, which displays the Dashboard Details in editable mode.
- Tabs - Displays the Tab List, in which you can organise the various tabs that comprise the report.
- Delete - Displays a Delete Confirmation prompt, in which you must either confirm or cancel the deletion of the selected Dashboard.
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Preview - Displays a preview of the selected Dashboard in a new tab.Previews are dependent on Group permissions. For details, see Security.