Overview: Using the Ribbon

To use the ribbon controls, click the tab that corresponds to the Monarch Classic view you want to work with. The ribbon displays controls specific to the view you have selected.

Note that:

  • Some controls may be initially grayed-out, depending on the state of an object you are working with.

  • Some controls bring you to a new window containing its own ribbon.

For instance, selecting Report Design from the Report View ribbon displays the Report Design ribbon, with a different set of controls.

  • In some cases a control may further be expanded to show menus.

For example, you can click on the drop-down button of the Templates tool to display the Templates menu:

The menu displays all templates that have been defined, as well as links to allow you to create, edit, delete, copy, or import a template.

New locations for familiar tools and commands

To find the location of menu and toolbar commands in Monarch Classic, open Mapping from Older Versions. To use the reference, look up the commands that you are familiar with from previous versions of Monarch Classic. The location and name of the new command is shown in the next column.

Minimizing the ribbon

You can minimize the Ribbon to make more space available on your screen.

Always Keep the Ribbon Minimized

  1. Click Customize Quick Access Toolbar.


  2. In the list, click Minimize the Ribbon.

  3. To use the Ribbon while it is minimized, click the tab you want to use, and then click the option or command you want to use.

For example, with the Ribbon minimized while a report is open, you can select the Report tab, then select the default font type and font size you want. After you click the text size you want, the Ribbon goes back to being minimized.

Keeping the Ribbon Minimized for a Short Time

To quickly minimize the Ribbon, double-click the name of the active tab. Double-click a tab again to restore the Ribbon.

Keyboard shortcut  To minimize or restore the Ribbon, press CTRL+F1.

Restoring the Ribbon

  1. Click Customize Quick Access Toolbar.

  2. In the list, click Minimize the Ribbon.

Keyboard shortcut: Press CTRL+F1.





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