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.

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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. 
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Modify the report output format, as desired.  
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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.

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

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Select an alternate design mode, as desired.  

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Filter Group 

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