Until you have selected a report, many of the options in the Reports Explorer are disabled. When you select a report, its name appears in the title bar of the Reports Explorer (for example, "Customer Orders - Stonefield Query" when the "Customer Orders" report is selected) and information about the report appears on the Information page at the right.
You can select a report from the list of reports in the Reports Explorer by finding it in the list and clicking it. Reports are shown in folders, which logically arrange the reports; folders make it easier to find a particular report when lots of reports are available. To expand a folder, click the + sign in front of the folder name; the + sign changes to a - sign. To collapse a folder, click the - sign in front of the folder name; the - sign changes to a + sign. You can also double-click a folder to expand or collapse it.
You can also select a report using the Find Reports dialog and selecting it in the list of reports matching your search conditions.
When you select a report, you may get a "Report contains tables and/or fields you do not have permission to access" message. This message means the report contains at least one table or field the administrator has determined you cannot access. You cannot do anything with a report that gives you this message.
© Stonefield Software Inc., 2023 • Updated: 01/20/21
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