Page Comparison

The tool ribbon at the top of the page is like most other Windows and GUI interfaces with drop downs and multiple tabs for different functions.

Main Menu Icon 

1. Click blue IA box in the upper left corner of the top ribbon. 
   
   
2. Select one of the options from the menu that displays, as desired.  
   
3. Click New to create a new report. 
4. Click Open to launch an existing report.  
5. Click Save to save the current report.  
6. Click Run to run the open report immediately.  
7. Click Run Deferred to run the open report behind the scene, allowing you to continue working in InfoAssist on other items.  
8. Click Close to close the open report.
9. Click X Exit to exit the InfoAssist tool.  
10. Click Options to view interface customization options, as desired.  

Home Tab Navigation 

Format Group 

1. The Format options determine the file format output.  HTML format is selected by default. 
   
   
2. Click the dropdown arrow to display alternate file format output options. 
   

3. Modify the report output format, as desired.  
   
   
   

   Tip
   Leaving the format output as HTML during query development makes the process move a lot quicker. This is due to the formatting that has to take place to display the data in that format. If you need Excel output, it is recommended to leave the format set to HTML and later, after the report is built and query is tested, change the output to Excel to get the desired format.

   
   

4. By default, the output will display a Report.  To modify, click Chart of File, as desired.  
   

Design Group 

1. The Design group determines the design mode that displays when building your report.   Live Preview is the design mode selected by default.  
   

2. Select an alternate design mode, as desired.  

   Note
   Query and Live Preview alter your workspace, while selecting Document places you into a different more advanced mode where you can place many queries, charts or reports together.

   
   

3. Click to select Use Sample Data for quicker development as you design your report.  Data from Source is selected by default.  
   
4. As desired, modify the Records selection to see more lines of data as you design your report.  To modify, click the Records dropdown and select an alternate numeric option.  
   

Filter Group 

1. Use the filter group to add new data, by clicking the Filter option.  
   
2. Use the Exclude and/or Include options to further filter your report data.
   

Report Group 

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1. Explore the Theme and Style options to modify items such as font size, font type, alignment, etc.    
   
2. Click Banded to identify a color scheme to apply for banded rows and columns to your output data.  
   
3. Click the Header & Footer dropdown to apply Report and/or Page Headers/Footers, as desired.  
   
4. Click the Column Totals dropdown to select an option from the dropdown, as desired.  
   
5. Click Row Totals to show row totals, as desired.  
   

Data Tab Navigation 
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1. The Data tab has options to create and define new fields using the Define and Compute functions.

2. The Join option opens up a workbox where tables can be joined together. Refer to the Joins documentation for additional information. 

Slicers Tab Navigation 

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