Web Report Studio Window Elements
The options available in Web Report Studio are determined by the feature profile that is selected as the default profile in the Customize Profile > Web Report Studio > Features tab of the profile page and the property settings in the Customize Profile > Web Report Studio > Properties tab (profile has the higher priority). For additional information, see Customizing Web Report Studio Profile.
The window elements of Web Report Studio vary with its two modes: View Mode and Edit Mode. The following table introduces the full UI elements based on Edit Mode. The shortcut menu contents vary with the objects you right-click and the table only lists some typical items.
Menu/Toolbar | Option/Button | Description |
---|---|---|
File | New Report | Creates a new web report based on an existing business view. |
Open | Opens a web report. | |
Save | Saves the changes of the current web report. If the current web report is a shared report, the option is enabled only when the report owner sets it as editable. | |
Save As | Saves a copy of the web report or the report template in the current web report to server resources. Disabled if the current web report is a shared report. | |
Export | Exports the report result to disk or version in various formats. | |
Page Setup | Configures the report page settings. | |
Displays the Print dialog box for printing the web report result. | ||
Share | Share the current report.Enabled when the report is owned by the current user and already saved before and is not a shared report. | |
Exit | Closes the current web report and exits Web Report Studio. | |
Edit | Undo | Undoes the last operation. |
Redo | Reverses the operation of Undo. | |
Delete | Deletes the selected object. | |
Wizard | Opens the report wizard for you to edit the selected table, crosstab or chart. | |
Query Filter | Applies a filter to the business viewused by the specified data component. | |
Filter | Filters the report records according to the filter criteria you specify. | |
On-screen Filter Values | The option is unavailable when Enable Setting Default On-screen Filter Values For Web Report is not selected in the server profile.
| |
To Chart | Converts a crosstab into a chart. | |
To Crosstab | Converts a chart into a crosstab. | |
Rotate Crosstab | Rotates a crosstab to exchange the axes on the crosstab in order to create a different view of the crosstab. | |
Report Body Properties | Defines properties of the report body. | |
Bind Data | Specifies to bind a data source to the web report. | |
Use Wizard | Specifies whether to work with web reports in the standard wizard way. | |
Unhide Components | Shows the hidden components you specify. | |
Style | Applies a style to the selected components or the whole report. | |
View menu | Inspector | Shows or hides the Inspector panel, which lists all the objects in the report in a tree structure with their properties. You can select any object in the tree to edit its properties. |
Editing Marks | Shows or hides editing marks (dashed outlines for objects and report body). If the option is unselected, the editing mark will not be shown when a report object receives focus, and report objects cannot be moved or resized. | |
Refresh | Runs the web report using previously provided parameters. The Refresh operation fetches the data again. | |
Format | Font | Specifies the font format of the selected text. Available only when a label or field is selected. |
Merge | Merges the selected tabular cells into one. | |
Split | Splits the selected tabular cell into the specified number of rows and columns. | |
Language | Allows you to specify the language in which to display the report. Available only when Enable NLS is selected in the server profile. | |
Help | User's Guide | Opens the Web Report Studio user documentation. |
Logi Report Home Page | Connects to Logi Report Home Page. | |
Technical Support | Accesses Logi Analytics Technical Support. | |
About Web Report Studio | Shows product information about Web Report Studio. | |
Standard Toolbar | New Report | Creates a new web report based on an existing business view. |
Open | Opens a web report. | |
Save | Saves the changes of the current web report. If the current web report is a shared report, the button is enabled only when the report owner sets it as editable. | |
Save As | Saves a copy of the web report or the report template in the current web report to server resources. Disabled if the current web report is a shared report. | |
Export | Exports the report result to disk or version in various formats. | |
Displays the Print dialog box for printing the web report result. | ||
Page Setup | Configures the report page settings. | |
Share | Share the current report. Enabled when the report is owned by the current user and already saved before and is not a shared report. | |
Refresh | Runs the web report using previously provided parameters. The Refresh operation fetches the data again. | |
Undo | Undoes the last operation. | |
Redo | Reverses the operation of Undo. | |
Query Filter | Applies a filter to the business view used by the specified data component. | |
Filter | Filters the report records according to the filter criteria you specify. | |
/ Open/Close Responsive Mode | Specifies whether report components are responsive to the browser window. Available in View Mode only. | |
Delete | Deletes the selected object. | |
Show Objects | Specifies which objects to show in the report. | |
Language | Specifies the language in which to display the report if it is an NLS report. Available only when Enable NLS is selected in the server profile. | |
Exit | Closes the current web report and exits Web Report Studio. | |
Quick Format Toolbar | Font | Specifies the font format of the selected text. Available only when a label or field is selected. |
Background Color | Changes the background color of the selected text. Available only when a label or field is selected. | |
Align | Makes the selected text left, center or right aligned. Available only when a label or field is selected. | |
Merge | Merges the selected tabular cells into one. | |
Split | Splits the selected tabular cell vertically or horizontally. | |
Context Toolbar for Table | Show/Hide Detail | Hides or shows the detail columns you specify. |
Add/Remove Group | Specifies whether to add or remove the selected field as a group. | |
Show/Hide Summary | Specifies whether to show or hide the selected summary field. | |
Hide | Hides the selected column. | |
Aggregate On | Creates a new summary directly based on the field bound with the table detail column. | |
Context Toolbar for Crosstab | Rotate Crosstab | Rotates a crosstab to exchange the axes on the crosstab in order to create a different view of the crosstab. |
Context Toolbar for Chart | Swap Chart Groups | Specifies whether to switch data between the category and series axes, or between the category and value axes if there is no field on the series axes. |
Chart Type | Lists all available chart types for you to change the type of the chart. | |
Chart Options | Lists more options for you to specify the layout of the chart. | |
More Commands | / | Specifies the data mode of the report. |
/ | Lists the two modes of Web Report Studio to allow you to switch from one mode to another. Unavailable if Show Link of View/Edit Mode is unselected in the Web Report Studio profile. | |
Panel | Parameters | Lists all the parameters used by the current report. It is available when the current report uses parameters. |
Resources | Lists all the available resources. When a data component is selected, the Sort and Search buttons on the title bar of the panel will be enabled. For the usage about the two buttons, see the description of Sort under Details Tab. | |
Components | Lists all the available components that can be inserted into reports. | |
Filter | Specifies the criteria to filter the data field. You can also remove or change existing filters. | |
"Go To" Filter | After you perform the go-to-by-value or go-down actions, Report Server displays the panel showing the filter created by the actions. You can also select in a table, crosstab, or chart to show this panel for the component. | |
Inspector | Lists all the objects in the report in a tree structure with their properties. | |
Visualization Toolbar | Wizard | Re-enters the wizard of the current data component. |
Edit Template | Enters the template editor to edit the current banded object. | |
Convert or drag to add table | Converts the current data component to a table, or drag a table into the report. | |
Convert or drag to add crosstab | Converts the current data component to a crosstab, or drag a crosstab into the report. | |
Convert or drag to add banded object | Converts the current table to a banded object, or drag a banded object into the report. | |
Chart Types | Converts the current data component to a specific chart type, or drag the chart type into the report. | |
More | Shows more icons that the visualization toolbar cannot present. | |
Shortcut Menu | Query Filter | Filters the business view used by the selected data component according to the filter criteria you specify. |
Show | Shows the selected fields. | |
Apply Style | Applies a style to the selected component. | |
Delete | Deletes the selected object. | |
Autofit | Adjusts the width of table and crosstab fields according to the contents. | |
Hide | Hides the selected object. | |
Filter | Provides submenu items for filtering the data in the selected component or remove existing filters. | |
Sort | Provides submenu items for sorting records on the selected field in ascending/descending order, or remove the sort. | |
Edit Detail Table | Edits the detail table to define the detail fields of the summary. | |
Go to Detail | Goes to the detailed information of the selected summary. | |
Link/Edit Link | Links the selected object to a report, URL, e-mail or Blob data type field. | |
Conditional Formatting | Adds some conditional formatting to the currently selected field. | |
Go Down | Goes from a group which is non-bottom level in a predefined hierarchy to the one-level-lower group while applying the current selected value as a filter condition. See Go-down for details. | |
Go Up | Goes from a group which is non-top level in a predefined hierarchy to the one-level-higher group. See Go-up for details. | |
Go To | Goes to any group to show its record information. | |
Go to By Value | Goes to any group with the current group value as a filter to show its record information. | |
Select | Make the corresponding object selected. |