Overview
The toolbar allows you to modify, create and save reports, and to export your reports into various formats. It also gives you access to the settings for the Report Designer.
To locate this screen, navigate to System > Report Writer.
Buttons
The table below explains the functionality of each of the toolbar buttons.
<table data-table-width="760" data-layout="default" ac:local-id="20d81478-cce6-4163-8f05-6d4963898bbe"><colgroup><col style="width: 340.0px;"><col style="width: 340.0px;"></colgroup><tbody><tr><td data-highlight-colour="#FFFFFF"><p><strong><span style="color: rgb(85,85,85);">Save</span></strong></p></td><td data-highlight-colour="#FFFFFF"><p><span style="color: rgb(85,85,85);"> </span></p><p><span style="color: rgb(85,85,85);">Click to save the report you are currently editing.</span></p><p><span style="color: rgb(85,85,85);">Special characters such as &, @, #, %, etc are not supported in the report name. You may use "_" or "-".</span></p></td></tr><tr><td data-highlight-colour="#FBFBFB"><p><strong><span style="color: rgb(85,85,85);">Save As</span></strong></p></td><td data-highlight-colour="#FBFBFB"><p><span style="color: rgb(85,85,85);">Clicking </span><strong><span style="color: rgb(85,85,85);">Save As</span></strong><span style="color: rgb(85,85,85);"> allows you to save the report you are working on separate from the original copy of the report with a new name.</span></p><p><span style="color: rgb(85,85,85);">Special characters such as &, @, #, %, etc are not supported in the report name. You may use "_" or "-".</span></p></td></tr><tr><td data-highlight-colour="#FFFFFF"><p><strong><span style="color: rgb(85,85,85);">Print (PDF)</span></strong></p></td><td data-highlight-colour="#FFFFFF"><p><span style="color: rgb(85,85,85);">Saves the report as a PDF document.</span></p></td></tr><tr><td data-highlight-colour="#FBFBFB"><p><strong><span style="color: rgb(85,85,85);">SQL</span></strong></p></td><td data-highlight-colour="#FBFBFB"><p><span style="color: rgb(85,85,85);">Displays the report in SQL mode. This is only for informational purposes and cannot be edited.</span></p></td></tr><tr><td data-highlight-colour="#FFFFFF"><p><strong><span style="color: rgb(85,85,85);">CSV</span></strong></p></td><td data-highlight-colour="#FFFFFF"><p><span style="color: rgb(85,85,85);">Saves the report as a .CSV file.</span></p><p><strong><span style="color: rgb(49,112,143);">Note</span></strong><span style="color: rgb(49,112,143);">: The .CSV file is not supported for reports that contain a SubReport.</span></p></td></tr><tr><td data-highlight-colour="#FBFBFB"><p><strong><span style="color: rgb(85,85,85);">Excel</span></strong></p></td><td data-highlight-colour="#FBFBFB"><p><span style="color: rgb(85,85,85);">Saves the report as a Microsoft Excel spreadsheet file.</span></p></td></tr><tr><td data-highlight-colour="#FFFFFF"><p><strong><span style="color: rgb(85,85,85);">Word</span></strong></p></td><td data-highlight-colour="#FFFFFF"><p><span style="color: rgb(85,85,85);">Saves the report as a Microsoft Word Document.</span></p></td></tr><tr><td data-highlight-colour="#FBFBFB"><p><strong><span style="color: rgb(85,85,85);">XML</span></strong></p></td><td data-highlight-colour="#FBFBFB"><p><span style="color: rgb(85,85,85);">Saves the report as an XML document.</span></p></td></tr><tr><td data-highlight-colour="#FFFFFF"><p><strong><span style="color: rgb(85,85,85);">Results</span></strong></p></td><td data-highlight-colour="#FFFFFF"><p><span style="color: rgb(85,85,85);">Selected value in dropdown displays amount of records. This is not saved to the report.</span></p></td></tr><tr><td data-highlight-colour="#FBFBFB"><p><strong><span style="color: rgb(85,85,85);">Share to Marketplace</span></strong></p></td><td data-highlight-colour="#FBFBFB"><p><span style="color: rgb(85,85,85);">Select to share the report on the ConnectWise Marketplace. Enter a name for the shared item and a description.</span></p></td></tr><tr><td data-highlight-colour="#FFFFFF"><p><strong><span style="color: rgb(85,85,85);">Refresh Metadata</span></strong></p></td><td data-highlight-colour="#FFFFFF"><p><span style="color: rgb(85,85,85);">Select to refresh the database schema so that a new or updated datasource is visible in the DataSources tab. </span></p></td></tr></tbody></table>