New Folder

Creates a new folder in the current report library location. The user must have Create permission to use this option.

Open Selected Item > In Current Window

Opens the selected report in Report Viewer.

Open Selected Item > In New Window

Opens the selected report in a new instance of Report Viewer.

Close View

Closes the current report view.

Close Report

Closes the current report, which includes all tree nodes and report views.

Close All

Closes all reports, which includes all tree nodes and report definition views.

Page Setup

Displays the Page Setupdialogue box for specifying the page setup for the reports that are viewed during the current Management Reporter session.

Print

Displays the Printdialogue box for printing the current report.

Export > Microsoft Excel (.xlsx)

Exports the current report to an Excel (.xlsx) file. Available to designers, administrators, and generators.

Export > XBRL Instance Document

Exports the current report to an XBRL instance document. Available to designers, administrators, and generators.

Export > XPS

Exports the current report to a XPS (.xps) file. Available to designers, generators and administrators.

Send an Instant Message

Send an instant message using Microsoft Lync 2010.

Note
To use this feature, you must have Microsoft Lync 2010 or later installed on your computer.

Send Link Using E-mail

Opens a new email window that contains a link to the report in the Management Reporter report library. This link can be opened in Report viewer, as a Microsoft Excel worksheet, or as an .xps file.

Exit

Closes all open reports and exits Report Viewer.

Copy Comments

Places a link to the comments in the report on the clipboard to be pasted into other applications.

Copy Link

Places a link to the report in the Management Reporter report library on the clipboard to be pasted into other applications.

Delete

Deletes the selected report library item. This is available to any user who has View and Delete permissions for the item being deleted.

Move

Moves the selected report library item. This is available to any user who has View and Delete permissions for the item being moved and with Create permission for the folder to receive the item.

Rename

Renames the selected report library item. This is available to any user who has View and Edit permissions for the item being renamed.

Find

Opens the Findtoolbar above the report.

Go To

Displays the selected row in the report.

External File

Opens the Insert External Filedialogue box. You can type a file name or search for a file to insert.

Quick Chart

Create a chart to quickly view data in the selected row or column of a report. For more information, see Create a chart .

Comment

Add a comment to the selected cell, row, or column of a report. For more information, see Add a comment to a report .

Report Library

Displays the report library in the display pane.

Report Data

Displays the report data in the display pane.

Navigate Back

Displays the previously viewed report or report library location.

Navigate Forward

Displays the next viewed report or report library location.

Drill Down

Drills down into next level of detail in Management Reporter.

This command is available when you view financial detail or account detail and the report includes supporting data.

Duplicate Accounts

Opens an exception report, which shows the financial data account balances that were not duplicated in the financial report. This option is not available if there is no exception report or if you are currently viewing an exception report about duplicate accounts.

Dimension Descriptions

Displays the dimension descriptions in addition to the dimension values that apply to each row on a report. For financial reports, the fully-qualified account is displayed. For example, +Account = [110140], Department = [070], Cost Centre = [0101]. For other types of reports, the concise codes are displayed.

Refresh

Refreshes the report library to show the current data.

Navigation Pane

Displays or hides the navigation pane.

Status Bar

Displays or hides the status bar at the bottom of the screen.

Go To Pane

Displays the Go Topane at the bottom of the display pane, which includes Quick Link, page number field, and page navigation buttons.

Fact Pane

Displays the Fact Pane on the right side of Report Viewer in the Report Datatab only. The Fact Pane displays comments for the active report row and charts.

Toolbar

Displays or hides the standard toolbar.

Toolbar Icons

Changes the toolbar icon size to be large or small.

Lock Toolbar

Locks the toolbar to prevent changes.

Reset Toolbar

Resets the toolbar to the default options.

Zoom

Selects zoom options that are based on a percentage, a page, or a custom zoom level. In addition, you can use the slider at the bottom of the report window to zoom in and out of a report.

Show Versions

Shows all report versions. If you have Create, Edit, and Delete permissions, you can also move, rename, and delete report versions by using the Show Versionsdialogue box.

Connection

Opens the Connectiondialogue box. From here, you can connect to a server or test the connection.

Report Library Permissions

Modifies the security for a report library item. For example, you can change View, Edit, Create, and Delete permissions for a library item. This option is available to Management Reporter administrators.

Options

Configures basic options for viewing reports in Management Reporter, such as startup behaviour and default file locations.

Management Reporter Help

Opens the Management Reporter Help documentation.

About Management Reporter

Displays the release information about the application.