In the upper-left corner of the InfoAssist interface, click the IA button to open the Application main menu, as shown in the following image.

You can run the following commands from the Application main menu:

• New. Creates a new report, chart, dashboard, or document. The exact functionality of the New command depends on your current InfoAssist session.

  If you open a Reporting Object through InfoAssist, and then click New, a new report is generated from the Reporting Object. You are prompted to choose the type of report you want to create from the Reporting Object.

  When you open a new session of InfoAssist and then click New, a new report is created. You are prompted to choose a data source, as shown in the following image.

  

• Open. Opens an existing item.
• Save. Saves a report, chart, dashboard, or document.
• Save As. Saves a report, chart, dashboard, or document with a new name.
• Run. Runs a report, chart, dashboard, or document immediately.
• Run Deferred. Submits a report, chart, dashboard, or document for processing in the background while you continue to work on other tasks.
• Close. Closes the currently active report, chart, dashboard, or document.
• Recent Items. Displays recent reports, charts, dashboards, and documents and those items that have been pinned to the menu. The Recent Items area of the InfoAssist Application main menu is shown in the following image.

  

  Pinned reports, charts, dashboards, and documents are represented by a blue pin icon. Pinned items appear at the top of the list in alphabetical order.

  Recent reports, charts, dashboards, and documents are represented by a sideways blue pin icon. Recent items appear below the separator bar in the order in which they were created, with the most recently created item at the top.

  You can pin important reports, charts, dashboards, and documents 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 the sideways blue pin icon. The icon turns upright and the report is moved to the pinned report area of the Recent Items window, where it stays until it is unpinned.

  To demote a pinned report, click the blue pin icon. The icon turns sideways and the report is moved below the separator bar.

  A shortcut menu is available when right-clicking a recent item, as shown in the following image.

  

  The options in the menu are:

  • Open. Opens the selected report, chart, dashboard, or document.
  • Pin to list. Pins or unpins a recent report, chart, dashboard, or document to the pinned reports list above the separator bar.
  • Remove from list. Unpins a pinned report, chart, dashboard, or document from the pinned reports list.
  • Clear unpinned list. Clears all unpinned reports, charts, dashboards, or documents from the Recent Items list.
• Options. Opens the Options window to customize your user preferences. For more information, see Changing User Preferences.
• Exit. Exits the application.