File Menu
Use the Report Actions File menu to perform tasks such as saving, cancelling editing, and exporting to a variety of formats.
Contents
| Field | Description |
|---|---|
| Open a Report | Select this option to open a list of reports without closing the active report in the Report Working Area. Click on a report from the list to open it in the Report Working Area. |
| Save | Click to save the report |
| Save as new | Click to save the changes to a new report name. |
| Create a Report | Click to open the Report Working Area and the Fields & Data Objects widget. You can use a shortcut by starting from a category or using a Deltek Standard report as a starting point. Or you can begin adding fields and objects from scratch. |
| Cancel Editing | Select to cancel the editing session. This will delete any Editing History for this report session. |
| Remove all changes | Click to remove any changes you have made in this session, but retain Editing History. |
| Export as | Click to download the report in one of the listed file formats, |
Parent Topic: Report Actions Toolbar