Selecting From the Application Main Menu

Reference:

The Application Main Menu, which opens when you click the IA button in the top-left corner of the InfoAssist window, displays buttons for commonly used functions and lists recently worked on reports and reports that have been pinned to the Recent Reports section. You can use this menu to create a new report, open an existing item, save a report, save a report with a new name, publish a report to your managed reporting environment, run a report, run a report in deferred mode, close InfoAssist, modify user preferences, exit the tool, open a recently worked on item, and open a pinned item.

The Application Main Menu, as shown in the following image, lists recently worked on reports and pinned reports. The menu also displays buttons labeled New, Open, Save, Save As, Publish, Run, Run Deferred, Close, Options, and Exit.

Application Main menu

Selecting New has different behaviors depending on your current InfoAssist session. For more information, see New Icon.

Selecting Options opens the Options window, where you can change the default user preferences to customize the InfoAssist application. For more information, see Changing User Preferences.

Selecting Close will close only the currently active report. You will be prompted to save upon closing.


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Reference: Recent Items

The Recent Items section of the Application Main Menu lists recent reports and reports that have been pinned to the menu.

Pinned reports are represented by blue pin Blue Pin icons. Pinned reports are at the top of the list and are in alphabetical order.

Recent reports are represented by yellow unpinned icon icons. Recent reports appear below the separator bar and are in the order of when they were created, with the most recently created report at the top.

You can pin important reports to the top of the Recent Reports section of the Application Main Menu for quick and easy access. To promote a recent report to pinned report, click on the yellow pin icon. The icon will turn blue and the report will be moved to the pinned report area of the Recent Items window, where it will stay until it is unpinned. To demote a pinned report, click on the blue pin icon. The icon will turn yellow and the report will be moved below the separator bar.

Reports also have a context menu that you can access by right-clicking on a report in the Recent Items section of the Main Menu, as shown in the following image.

Context Menu for Recent Items

The options in the menu are as follows:


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