Options Tab

The Options tab of the ribbon contains the following commands:

Designers

Report Builder Report Builder opens the Report Builder page, which allows you to create your own reports and charts with custom criteria and information.
Dashboard Designer Dashboard Designer opens the Dashboard Designer page, which allows you to change the content and arrangement of the reports and charts that appear on the Dashboard page.

Settings

Portal Preferences Portal Preferences opens the Portal Preferences page, which allows you configure the information shown on the XFRACAS Portal page.
User Info User Information opens the User Information page, which allows you to specify the information about you used in the system.
Request Entity Access Request Entity Access opens the Request Entity Access page, which allows you to request access to any of the entities within XFRACAS.

Help

Help Help opens the online help topic for the current page.
Contents Contents opens the online help file to its home page.
Admin Help Admin Contents opens the administrative help file.
New User Intro New User Intro opens a page with basic information about accessing the system.
About About opens the About XFRACAS page, which provides licensing and version information for XFRACAS.

Portal Preferences

If you are working on the XFRACAS Portal page:

Save Save saves the changes you have made to the Portal preferences.
Load Application Defaults Load Application Defaults returns to the default Portal preference settings.

User Information

If you are working on the User Information page:

Save Save saves the changes you have made to user information.

Request Entity

If you are working on the Request Entity Access page:

Send Entity Request Send sends your request for entity access to an application admin.

Report

If you are working on the Report Builder page:

Generate Report Generate generates the full set of results for the Report Builder without saving the settings.
Generate Report Preview available starting in Version 2023, generates a limited set of results for the Report Builder without saving the settings. This allows you to quickly see the kind of results that will be returned. The number of results returned in the preview is specified by the system administrator.
Save Save saves the current Report Builder settings using the current report name.
Save As Save As saves the current Report Builder settings using a name, description and icon that you specify.
Searxh for Part Part Search allows you to search for a template part by part description.
Search for Serialized Part Serialized Search allows you to search for a serialized part by system serial number or subsystem serial number and then opens the system configuration in the Serialized page.

Dashboard

If you are working on the Dashboard Designer page:

Generate Report Generate generates the reports specified in the Dashboard Designer without saving the layout settings.
Save Save saves the current settings using the current layout name.
Save As Save As saves the current settings using a layout name that you specify.

Related Topics and Links