Navigating a Report Index

Monarch Classic provides two modes of navigation within the Report Index, passive navigation and active navigation.

Passive navigation involves expanding or collapsing branches to view underlying items without updating the Report view display. To expand a branch, click on the hollow triangle () to the left of the branch. To collapse a branch, click on the sold triangle () to the left of the branch.

Active navigation involves highlighting a branch in the tree. Whenever a branch is highlighted, the Report view is automatically updated to display the corresponding page in the report. Using active navigation, branches are expanded or collapsed by double-clicking or by using the left or right keyboard arrows.

Active navigation is slightly slower than passive navigation, since you are constantly updating the Report view display. Typically, you will use a combination of passive and active navigation in Tree view, e.g., click on the plus sign to the left of a branch to expand it (passive navigation), then, when you have found an item of interest to you, click the item to display the corresponding page of the report (active navigation).

Using the keyboard to navigate

When you use the keyboard to explore the tree, only active navigation is possible. Highlighting each branch is an inherent part of keyboard navigation, because the highlight acts as a cursor to provide positional feedback. Since the rule for scrolling the report is, "Whenever a branch in the tree is highlighted, update the Report view to display the corresponding page", there is no way to avoid active navigation when navigating with the keyboard.

Tree Navigation Keys

Key

Description

Up arrow

Moves the highlight to the previous branch.

Down arrow

Moves the highlight to the next branch.

Left arrow

Collapses the highlighted branch.

Right arrow

Expands the highlighted branch.

Page Up (PgUp)

Scrolls the tree up one screenful.

Page Down (PgDn)

Scrolls the tree down one screenful.

Home

Scrolls to the top of the tree, placing the highlight on the first entry of the tree.

End

Scrolls to the bottom of the tree, placing the highlight on the last entry of the tree.

Any Character

Highlights the next occurrence of a branch that begins with the character or series of characters typed. If multiple characters are typed, they must be entered immediately after one another (after a short delay, any new character is treated as the beginning of a new search).

 

Using the mouse to navigate

Using the mouse, either active or passive navigation may be employed. Passive navigation is faster since the Report view does not need to be constantly updated.

Typically, the mouse is used to perform a combination of passive and active navigation. Passive navigation is used to quickly get to an item of interest and then active navigation is used to highlight the item and thereby update the Report view.

Mouse Navigation Actions

Action

Description

Click on a branch

Updates the Report view to display the corresponding page of the report.

Click on a hollow triangle []

Expands the associated branch.

Click on a solid triangle []

Collapses the associated branch.

 

Vertical Scroll Bar

Control

Description

Up arrow

Scrolls up one line at a time.

Down arrow

Scrolls down one line at a time.

Vertical Slider

Tracks the vertical position in the tree. To jump to the top or bottom of the tree, drag the slider to the top or bottom of the scroll bar. To scroll to the middle of the tree, drag the slider to the middle of the scroll bar. To scroll up or down one screenfull at a time, click in the scroll bar above or below the slider.

 

Horizontal Scroll Bar

Control

Description

Left arrow

Scrolls left one character at a time.

Right arrow

Scrolls right one character at a time.

Horizontal Slider

Tracks the horizontal position in the report. To scroll all the way left or right, drag the slider to the left or right edge of the scroll bar. To scroll left or right several characters at a time, click in the scroll bar to the left or right of the slider.

 

 

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