Using Reports Manager Help Features

The Help system includes topics to assist you with navigating and using the components available on application and secondary windows.

To display Help, do one of the following:

Click Help Topics on the Help ribbon tab.
Click in the top-right corner of a window.

Notes:

Some products do not include a Help ribbon tab.
Some simple windows that do not require explanation do not include a Help button.

Using the Features of the Help File

The features on the Help title bar and toolbar search for a specific topic, print a help topic, expand or collapse all content in a topic, contact Support, or open the help file on your mobile device.

Component	Description
Search	Searches for specific text. Enter your criteria in the Search box and press Enter. Some help files also include search filters. If so, select a filter from the All Files list to narrow your search results. See the section, Search Operators, below for more information on narrowing your search results.
Search Tips	Opens a list of search operators that can be used to narrow your search results.
Print	Opens the Print window so you can send the open topic to an installed printer or save the topic as a PDF file.
Chat with Support	Opens the Chat Support site. Select a product category and team. Enter your name, email address, and account number, and click Chat Now to connect to a Support representative.
Submit a Support Case	Opens the Contact Us Support site. Select the type of issue you are experiencing, including the issue details and your contact information, and then click Open Case to submit your request.
Expand all Collapse all	Expands or collapses all elements, such as togglers and drop-down text, in the open topic.
View mobile help	Opens a topic that displays a Quick Reference (QR) code link to the open Help file. Scan the QR code with a QR reader on your mobile device to open the topic on that device.
Show/Hide navigation	Shows or hides the navigation panel, giving a wider area to view topics.

Search Operators

Use the following operators in your search criteria to narrow search results. Search is not case sensitive.

Type of Search	Operators to use	Example Search Criteria
Search for a phrase	“ “ (Quotes). Surround a phrase with " "(double quotes) to limit search results to items that contain the specified words in the exact order that they are entered in the search box. Note: Our help file search does not include common words such as are, a, the, for, and in. Search will not find matches for queries containing these in quotes.	“roll forward” Only topics that include the specific phrase roll forward will be included in the search results.
Search for two or more specific strings	Enter one of the following between two search strings to indicate that search results must include both strings: + (plus symbol) & (ampersand) AND (case insensitive) Note: The default logic is searching for both strings. It is not necessary to enter the above operators if this is the search logic you want to use.	roll & forward Any topic that includes the words roll and forward in any location in the topic will be included in the search results.
Search for either specific string	Use either of the following to require that one or both of the connected strings be in the search results: \| (pipe symbol) OR (case insensitive)	Business Unit \| Region Any topic with the words Business Unit or the word Region will be included in the search results.
Specify text to exclude	^ (Caret). Use ^ to search for all topics that contain one string and do not contain another.	Organizer ^ Blank Any topic that includes the word Organizer but does not include Blank will be included in the search results.
Combine operators	( )(Parentheses). Use ( ) to combine multiple operators.	Secure & (Client or Staff) Any topic that includes Secure and includes either Client or Staff will be included in the search results.