[IFS/BA Designer Help Guide]

IFS Business Analytics Toolbars

Main Toolbar

Main Toolbar Icon Link to Option Description
New Report New Report Opens a new IFS Business Analytics report.
Find Find Use this option to find the data items and parameters used in report design.
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.
Report Book

Report Book Opens the Report Book section of the pane.
Sheet

Design 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. If you are viewing an executed report, you can use this option to switch back to the Design Mode.
Pivot

Pivot Opens the Pivot Report section of the pane.
View Executed Report

View Executed Report Use this option to switch to the End User mode where you can view any executed report.
Execute

Execute Starts the report execution process.
Options

Options Opens the Options pane.
Search

Search Opens the Find dialog which you can use to search for Parameters or Display Items used in the report.

Report Book Toolbar

Report Book Toolbar Icon Link Option Description
Getting Started

Getting Started Opens the Start pane from where you can reach online help and About IFS Business Analytics version information.
Customize Data Access Types Customize Data Access Types 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 IFS Business Analytics

About IFS Business Analytics Displays the About IFS Business Analytics dialog box. Use this dialog box to view information about version and build date. This icon is located at the bottom of the pane.
Designer Help

Help Displays the online help for IFS Business Analytics. Use this to access online help. It is located at the bottom 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.
Publish Report

Publish Report Displays the Publish Report dialog box. Use this dialog box to publish reports in IFS Applications. These reports will be available through IFS Info Services. It is also possible to roll back published reports.
Save to Database

Save to Database Displays the Save Report in Database dialog box. Use this dialog box to save a report in IFS Applications database without publishing them. Click Load Report from Database in end user mode to retrieve a report for further design.

Report Grid Toolbar

Report Grid Toolbar Icon Link to Option Description
Design Row

Design 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.
Design Column

Design 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.
Design Cell

Design 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.

Options Toolbar


Options Icon Link to Option Description
Select Information Sources

Select Information Sources Displays the Select Information Sources dialog box. Use this dialog box to select information sources to be used in the report.
Refresh Information Sources

Refresh Information Sources Click this to retrieve the latest changes made to an information source.