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Customizing Page Report Studio Profile
Preferences and features of Page Report Studio can be configured by profile in the Logi Report Server console. The Administration > Server Profile > Customize Profile page is available to administrators and provides default settings for running Page Report Studio, and controls whether the settings in the My Profile > Customize Profile page can be configured. Administrators may change the settings in the Server Profile > Customize Profile page so as to enable or disable some features. Then end users can configure Page Report Studio preferences in the My Profile > Customize Profile page for their own, that is, they can decide whether or not to enable the features which have been enabled by administrators.
To configure Page Report Studio preferences and features:
- Make a choice according to your user account:
- Anyone can configure for himself: go to the My Profile > Customize Profile > Page Report Studio tab.
- Administrators can configure for all users: go to the Administration > Server Profile > Customize Profile > Page Report Studio tab.
- In the Features sub tab, select the feature profile from the Default Profile drop-down list which will determine the features that are available in Page Report Studio.
Logi Report provides a Default profile in which all the Page Report Studio features are enabled. Administrators can create, edit or remove the customized feature profiles. End users can only select a profile and view its settings.
- To create a profile, select the New Profile link. In the Page Report Studio Profile dialog box, create the profile.
- To edit a profile, select its Edit link in the profile table.
- To remove a profile, select its check box in the profile table, then select the Delete link.
- In the Properties sub tab, specify the properties for configuring the Page Report Studio screen elements and preferences. The properties are classified in two categories: Default and Advanced, and some properties are only available in the Administration > Server Profile page.
- Select OK to accept the profile settings.
The following table lists the properties for configuring the Page Report Studio settings and their usages.
| Option | Description |
|---|---|
| Default properties | |
| User Information Bar | Specifies to show the User Information bar, which is on the top of the Page Report Studio window which shows information about the user, catalog, and report. |
| Toolbar | Specifies to show a default toolbar. |
| Table of Contents | Specifies to show the TOC Browser by default. |
| Resource View | Specifies to show the Resource View panel. |
| Toolbox | Specifies to show the Toolbox panel. |
| Right-click Menu | Specifies to show a shortcut menu when selecting the right mouse button, which can help with most of the component operations in Page Report Studio. |
| Pop Up New Window for Links | Specifies whether to display a new web browser window for the link target, which can be a link report, a detail report, a URL, a chart hyperlink, or the detailed information created from the go-to-detail function. When defining such links in Logi Report Designer, if you have specified Server Setting as the target frame of the links, this option decides where the corresponding link targets will be displayed. |
| Editing Marks | Specifies whether to show editing marks (dashed outlines for objects and report body). If unselected, the editing mark will not be shown when a report object receives focus, and report objects cannot be moved or resized. |
| Pop Up Save Criteria Dialog | Specifies whether to pop up the Save Report Template dialog box when you exit a report which has been changed since it was first opened in Page Report Studio. A change includes any action taken such as sort, filter and drill as well as actual changes to the template such as adding or removing objects. By default, this option is selected so the dialog box always pops up. If you clear this option, the dialog box does not pop up when changes have been made and all changes are discarded. The next time the report is opened, it is the previous version which was last saved explicitly or the original published version. A second way to skip the pop up Save Report Template dialog box is to create a profile which does not have the Save option selected and assign the profile to the user or to the report, then when the user closes the report the dialog box does not appear and the changes are discarded. |
| Save Filter Criteria | Specifies whether to select the Save Filter Criteria option by default in the save dialog box when saving a report to a report version or as a new report, or whether to save the filter defined in a report by default when saving an existing report. |
| Switch Reports with Tab | Specifies to switch among report tabs in a report using tabs.
By default, this option is unselected, which means that when a report contains several report tabs, you can use the Go To drop-down list on the toolbar to switch among the report tabs. In addition, when this option is unselected, the path for tracing the master/detail report navigation will also be reflected in the Go To drop-down list. |
| Show Master Report | Specifies whether to show the master report in the same window when opening a detail report by default. If the option is selected, end users can go back to the master report by selecting the master report name link. If the option is unselected, the master report will be closed after the detail report is opened. |
| Tool Tips on Toolbars | Specifies to show the tooltips for toolbar commands. |
| Always Prompt Query Filter | Specifies to prompt the Query Filter dialog box when inserting the first field from the Resource View panel into a blank component. |
| Mouse Wheel Turn to Page | Specifies whether to allow using the mouse wheel to scroll up/down reports. |
| Always Prompt Whether to Adjust Page Size Automatically | Specifies whether to prompt with a message box when Page Report Studiois going to adjust the page size if the width of a table exceeds the defined page size. |
| Zoom | Specifies the zoom ratio at which Page Report Studio pages will be displayed. |
| Browser Page Title | Specifies the title for the Page Report Studio window (displayed on the Page Report Studio window title bar). |
| Filter Menu | Specifies which items will be shown on the Filter submenu.
|
| Grid | Specifies the grid properties.
|
| New Ad Hoc Report | Specifies properties for creating reports in Page Report Studio. This section is available only when a Logi Report Live license for Logi Report Server is obtained.
|
| Show Link of Basic/Interactive View | If the option is selected, you will be able to switch between the Basic View mode and the Interactive View mode when running page reports in Page Report Studio. The Basic View mode provides just simple functions for mainly viewing reports, while the Interactive View mode contains editing and analytic functions. |
| Advanced properties | |
| Advanced User | Specifies to enable Page Report Studio advanced features, such as editing group and report tab properties from the shortcut menu. In Page Report Studio, some features are only available for advanced users, including the following:
|
| Show Group by Name | Specifies whether to show the groups by name in the TOC panel. |
| Report Rendering Mode | Specifies a way of running and laying out a report in Page Report Studio. There are in all four rendering modes controlled by the combination of the two options: View Incomplete Pages and Format Page on Demand.
|
| Background Mode Timeout | Specifies the time after which page reports will continue to run in background mode. When a page report runs and the result has not yet been generated after the specified time, it will automatically be switched to run in background mode. Once the report is complete you can find the result in the My Tasks > Background Tasks table.
The setting of the option takes effect when Enable Background Task for Reports in the server profile is selected. |
| Maximum Number of Open Reports | Specifies the maximum number of page reports that can be opened at the same time.
Whether or not an open page report interacts with the server, it holds many resources. As a result, opening many reports will decrease server performance. Thus, Logi Report allows the administrators to specify the maximum number of page reports that can be open at the same time in Page Report Studio so as to prevent large numbers of page reports from being open simultaneously and to improve the server performance. If the number of open reports exceeds the limit, an error page will be displayed prompting the end user to close one before opening a new one. Note: The Maximum Number of Open Reports option works together with the maximum number of concurrent reports allowed by your product license. Of these two values, whichever is smaller will be used as the real maximum number of open reports allowed. For example, if the value of the Maximum Number of Open Reports option is 10, and the number that the license allows is 20, 10 will be used as the maximum number of page reports that can be opened simultaneously. |
| Select Catalog Linking Model | If the option is selected, ad hoc end users can decide the relationship between the saved report and the catalog used to run it when saving a report to a different directory in Page Report Studio: either link the saved report with the catalog, or copy the catalog to the target directory where the report is saved.
The two items As Linked Catalog and As Catalog Copy in the drop-down list are just used to predefine which corresponding option will be automatically selected in the Save As dialog box of Page Report Studio. |