Report Design Ribbon Quick Reference

The Report Design ribbon displays when you select Report Design from the Report View window. 

 

The options that display will help you define and manage templates for your reports.

Button

Description

Saves the specified settings and closes the Report Design window.

Discards the specified settings and closes the Report Design window. 

Displays the name of a selected template.

Displays the role of a selected template.

Adds a new template to the model.

You can add one of the following template types:

  • Detail
  • Append
  • Exclusion
  • Page Header
  • Group Footer
  • Start Region
  • End Region

Note that only one detail, page header, start region, or end region template can be defined for any report; once these templates have been defined, they no longer appear as template options in the New Template dropdown.

Deletes a selected template.

Replaces the sample text used to guide your template-creation task.

Redacts sensitive information from your sample text. 

Specifies the template to use as a basis for stopping Monarch Classic from copying down information when applying an append or footer template. 

Instructs the application to automatically define a trap for a selected template.

Instructs the application to automatically define fields for a given template.

Activates multi-column region mode, which is used to specify distinct columns in reports comprising multiple identical columns. 

Activates Report Verify, which checks whether the fields defined for a template capture complete the required details.

Launches the Report Colors dialog, which is used to define colors for specific templates. 

Launches the Monarch Help file. 

 

 

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