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- Undo: Click to undo the last step.
- Redo: Click if the undo was selected but the step removed was not the desired intention.
- Header 1 dropdown arrow: Select text and select a header option from the dropdown, only applies if a header is desired. If a header is not selected, the standard font type and size is used.
- Bold: Selected text will be bold
- Italic: Selected text will be italic
- Align left: Selected text will be left aligned
- Align center: Selected text will be center aligned
- Align right: Selected text will be right aligned
- Bulleted list: Select to add a bulleted list, click on the drop down arrow to change the bullet type
- Numbered list: Select to add a numbered list, click on the drop down arrow to change the number type
- Decrease indent: Select to decrease an indented line
- Increase indent: Select to add an indent
- Anchor: Select to create an anchor object
- Insert/edit link: Select to insert or edit a hyperlink
- Insert/edit image: Select to insert or edit an image (the image must have a URL)
- Source code: Shows the HTML for the report
- Fullscreen: Displays a full screen of the report body
- Show/hide code: Select to view code of specified variables, can also edit the variables in this mode
- Conditional Formatting: Used to add conditions onto text, images, variables
- Add/edit Expression: Used to add variable codes or expressions
- Add/edit Repeater: Used to create a table that extracts data across encounters
- Add/edit a Chart: Used to create a chart from data
- Show header/footer: Select to view/edit the header and footer that displays when the report is exported to PDF
- Page options: Select to modify the orientation, page size, or page margins
- Edit script: Used to define script that can be used within the report
- Table: Used to create a table
- Row properties: Used to define properties of a row in a table
- Insert row before: Select to add a row before the current row
- Insert row after: Select to add a row after the current row
- Delete row: Select to delete the current row
- Insert column before: Select to insert a column before the current column
- Insert column after: Select to insert a column after the current column
- Delete column: Select to delete the current column
- Merge cells: Used to merge selected cells in a table
- Split cells: Used to split cells in a table
- Cell properties: Used to apply properties (width, height, alignment) to a table cell
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