Working with Report Tabs

Topics

  • Create a new report tab
  • Delete a report tab
  • Duplicate a report tab
  • Rename a report tab
  • Rearrange the report tabs

Video

Step-by-Step Guide

Prerequisite: Have your report open and make sure it is in Design Mode. If necessary, refresh your report.

A. Method 1: Right clicking

1. Right-click (command + click on a mac) on a report tab.

InfoView screenshot showing menu when a report tab is right-clicked

2. Select:

  • "Add Report" to add a blank report tab.
  • "Duplicate Report" to copy the report you are currently looking at.
  • "Delete Report" to delete the report tab that you are currently looking at.
  • "Rename Report" to rename the report.
  • "Move Report" and then choose the position to move your report.

B. Method 2: Menu buttons

1. Navigate to the menu "Page Setup".

InfoView screenshot showing the location of menus

Sub-Menu: Report

InfoView screenshot showing sub-menu button locations

  • Click "Add Report" to create a completely new report tab.
  • Select "Duplicate Report" to duplicate the report tab you are currently looking at.
  • Click the last button on the right to delete the report tab that you are currently looking at.

Sub-Menu: Rename Report

InfoView screenshot showing sub-menu button locations

  • Type in the new name in the text box and hit enter to rename the report.

Sub-Menu: Move Report

InfoView screenshot showing sub-menu button locations

  • Click the buttons "Move Left" or "Move Right" to move the report tab.