The OneStop Reporting Excel ribbon is found at the top of the Excel window and provides easy navigation and access to the key functions in the Report Designer.
|Excel ribbon button||Function|
|Creates a new report in a new workbook.|
|Uses the current workbook as the foundation for a new report.|
|Allows you to upload a report to the OneStop Reporting portal.
NOTE: Reports are automatically uploaded to the portal when you save.
|Opens the Report Configuration dialog box, which allows you to configure the company.|
|Allows you to input optional additional information, such as the report title and description. Also allows you to enter the password for protected worksheets.|
|Provides access to report behavior settings, details on the version of Report Designer, and miscellaneous options.|
|Opens and closes the Designer menu on the left side of the screen, where you find the integrated fields from the ERP system as well as pre-defined period functions.|
|Opens and closes the Layout Editor window, where you can apply filters, sorting, and grouping for the report.|
|Enables and disables layout comments that display the filters, groupings, and functions used in the sheet, row, column, or cell level of the report.|
|Opens and closes the Report Parameters dialog box, where you can manage the properties for the parameters that have been applied to the report definition.|
|Enables and disables automatic creation of parameters. When disabled, report parameters will not be created unless you explicitly create one using the Report Parameters dialog box.|
Clicking the Options button opens the Report Designer Options dialog box. This dialog contains two tabs: