In this article, you will find all the essential features and functions of the Halo Report navigation structure, ensuring you can utilize the application with ease and efficiency. Let's start with the Application Menu, which is essential for managing your reports. Here are the key functions available:
New Report: Create a new report from scratch.
Open Existing Report: Open a report you have previously worked on.
Save: Save your current report.
Save As: Save your report with a new name or location.
Import: Bring in data or reports from external sources.
Export: Save your report in a different format or location.
Merge: Combine multiple reports into one.
Recover: Restore a previously saved version of your report.
Close: Close the current report or report.
Project Name
Next, let's look at the Project Name. If your report is saved, you will see its name displayed at the top bar of the application. This helps you easily identify which report you are working on.
Halo Reports Sections
Understanding the different sections in Reports is crucial for effective navigation:
Inactive Reports Sections: These sections are not currently in use and will not be highlighted or underscored.
Active Reports Sections: These sections are currently in use and will be highlighted and underscored for easy identification.
Download Manager
When you export a file, you can download it using the Download Manager. Look for the downward arrow at the top right-hand corner of the screen. This is where your exported files will be available for download.
Technical Support
If you need assistance, you have two options:
User Guide: Click the '?' icon at the top right-hand corner to access the user guide.
Technical Support: If the user guide doesn't resolve your issue, you can email technical support and request a callback for further help.
User Profile
Finally, let’s discuss the User Profile. Here you can manage several settings:
User Settings: Change settings that apply to all tabs in your report.
Switch Accounts: Switch to a different user account.
Logout: Log out of the application when you are done.
