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Adaptive Planning
Last Updated: 2023-06-23
Reference: Transaction Reports Toolbar

Reference: Transaction Reports Toolbar

Icon
Description
Save
Saves the report. The icon drop-down includes these options:
  • Save. If you've previously saved the report, immediately saves the report. Otherwise, the Save Report dialog opens for you to set the save as options.
  • Save as. Enables you to rename the report and change output, sharing options, and save location.
  • Save and Run. Saves changes and runs the run based on the prepopulated output settings. If you're saving for the first time, the Save Report dialog displays.
Run
Runs the report using one of these output options:
  • An HTML page.
  • A new HTML page.
  • An Excel file.
  • A PDF document.
Filters
Enables you to create, change, or delete filters.
Report properties
Enables you to manage report properties such as display properties for the overall report and print properties.
Edit properties
Enables you to manage the properties of a transaction element you select.