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Web Report Studio Window Elements

This topic describes the full window elements in Web Report Studio and how you can use them.

You can determine the options available in Web Report Studio by the feature profile that you 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 more 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 the Edit Mode. The shortcut menu options vary with the objects you right-click, and the table only list some typical items.

Menu/Toolbar	Option/Button	Description
Menu > File	New Report	Select to create a new web report based on an existing business view.
	Open	Select to open a web report.
	Save	Select to save the changes that you made to the current web report. If the current web report is a shared report, Server enables the option only when the report owner sets it as editable.
	Save As	Select to save a copy of the web report or the web report template to server resources. Server disables the option if the current web report is a shared report.
	Export	Select to export the report to disk or version in various formats.
	Page Setup	Select to configure the report page settings.
	Print	Select to print the web report in the Print dialog box.
	Share	Select to share the current report.Server enables the option when you own the report and already saved it before and it is not a shared report.
	Exit	Select to close the current web report and exit Web Report Studio.
Menu > Edit	Undo	Select to undo the last operation.
	Redo	Select to reverse the operation of Undo.
	Delete	Select to delete the selected object.
	Wizard	Select to open the wizard to edit the selected table, crosstab, or chart.
	Query Filter	Select to apply a filter to the business view used by a data component.
	Filter	Select to filter the report records according to the filter criteria you specify.
	On-screen Filter Values	Select one of the following: Save as Default Select to save the current on-screen filter values as the user defined default values for the report and for the user. Server disables this menu item when the current on-screen filter values are the same as the default values. Restore to Default Select to restore to the default on-screen filter values. Server disables this menu item when current on-screen filter values are the same as the default values. Clear Default Select to clear user defined default on-screen filter values. Server disables this menu item when there are no user defined default values. The option is available when the administrator did not clear Enable Setting Default On-screen Filter Values For Web Report in the server profile.
	To Chart	Select to convert a crosstab into a chart.
	To Crosstab	Select to convert a chart into a crosstab.
	Rotate Crosstab	Select to rotate a crosstab to exchange its axes to create a different view of the crosstab.
	Report Body Properties	Select to define the properties of the report body.
	Bind Data	Select to bind a data source to the web report.
	Use Wizard	Select to create web reports using the standard wizard way.
	Unhide Components	Select to show the components you hid.
	Style	Select a style to apply to the selected components or the whole report.
Menu > View	Inspector	Select to show or hide 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	Select to show or hide editing marks (dashed outlines for objects and report body). If you clear the option, Server does not show the editing mark when a report object receives focus, and you cannot move or resize report objects.
	Refresh	Select to run the web report using previously provided parameters and fetch the data again.
Menu > Format	Font	Select to update the font format of the text in a label or field.
	Merge	Select to merge the selected tabular cells that forms a rectangle into one cell.
	Split	Select to split the selected tabular cell into the specified number of rows and columns.
Menu > Language		Select the language in which to display the report. Available only when you selected Enable NLS in the server profile.
Menu > Help	User's Guide	Select to open the Web Report Studio user documentation.
	Logi Report Home Page	Select to access the Logi Analytics Home Page.
	Technical Support	Select to reach Logi Analytics Technical Support.
	About Web Report Studio	Select to view the product information about Web Report Studio.
Standard Toolbar	New Report	Select to create a new web report based on an existing business view.
	Open	Select to open a web report.
	Save	Select to save the changes that you made to the current web report. If the current web report is a shared report, Server enables the button only when the report owner sets it as editable.
	Save As	Select to save a copy of the web report or the web report template to server resources. Server disables the option if the current web report is a shared report.
	Export	Select to export the report to disk or version in various formats.
	Print	Select to print the web report in the Print dialog box.
	Page Setup	Select to configure the report page settings.
	Share	Select to share the current report. Server enables the option when you own the report and already saved it before and it is not a shared report.
	Refresh	Select to run the web report using previously provided parameters and fetch the data again.
	Undo	Select to undo the last operation.
	Redo	Select to reverse the operation of Undo.
	Query Filter	Select to apply a filter to the business view used by a data component.
	Filter	Select to filter the report records according to the filter criteria you specify.
	/ Open/Close Responsive Mode	Select to open or close Responsive View in which report components are responsive to the browser window. Available in View Mode only.
	Delete	Select to delete the selected object.
	Show Hidden Objects	Select to show the hidden banded panels. Server displays the button when you are editing the template of a banded object.
	Language	Select the language in which to display the report if it is an NLS report. Server displays the option only when you selected Enable NLS in the server profile.
	Exit	Select to close the current web report and exit Web Report Studio.
Quick Format Toolbar	Font	Select the font format of the text in a label or field.
	Background Color	Select to change the background color of the text in a label or field.
	Align	Select to make the text in a label or field left, center, or right aligned.
	Merge	Select to merge the selected tabular cells that form a rectangle into one cell.
	Split	Select to split the selected tabular cell vertically or horizontally.
Context Toolbar for Table	Show/Hide Detail	Select to hide or show detail columns.
	Add/Remove Group	Select to add or remove the selected field as a group.
	Show/Hide Summary	Select to show or hide the selected summary field.
	Aggregate On	Select to create a new summary directly based on the field bound with the selected table detail column.
	Hide	Select to hide the selected column.
Context Toolbar for Crosstab	Rotate Crosstab	Select to rotates a crosstab to exchange its axes to create a different view of the crosstab.
Context Toolbar for Chart	Swap Chart Groups	Select to switch data between the category and series axes, or between the category and value axes if there is no field on the series axis.
	Chart Type	Select a new chart type for the chart.
	Chart Options	Select the layout of the chart.
More Commands	/	Select the data mode of the report.
	/	Select to switch from one mode of Web Report Studio to another. Server displays the option when you did not clear Show Link of View/Edit Mode in the Web Report Studio profile.
Panels	Resources panel	The Resources panel lists all the available resources for the object you selected. When you selected a data component, Server enables the Sort and Search buttons on the title bar of the panel. For more information about the two buttons, see the description about Sort under Details Tab.
	Components panel	The Components panel lists all the available components that you can insert into reports.
	Parameters panel	The Parameters panel lists all the parameters used by the current report. Server displays the panel when the current report uses parameters.
	Filter panel	Specify the criteria to filter the data field. You can also remove or change existing filters.
	"Go To" Filter panel	After you perform the go-to-by-value or go-down actions, Server displays the panel showing the filter created by the actions. You can then select in a table, crosstab, or chart to show this panel for the component.
	Inspector panel	The Inspector panel lists all the objects in the report in a tree structure with their properties.
Visualization Toolbar	Wizard	Select to re-enter the wizard of the current data component.
	Edit Template	Select to enter the template editor to edit the current banded object.
	Convert or drag to add Table	Select to convert the current data component to a table, or drag to add a table into the report.
	Convert or drag to add Crosstab	Select to convert the current data component to a crosstab, or drag to add a crosstab into the report.
	Convert or drag to add Banded Object	Select to convert the current table to a banded object, or drag to add a banded object into the report.
	Chart Types	Select to convert the current data component to a specific chart type, or drag to add the type of chart into the report.
	Drag to add KPI	Drag to add a KPI into the report.
	More	Select to show more icons that the visualization toolbar cannot present.
Shortcut Menu	Query Filter	Select to filter the business view used by the selected data component according to the filter criteria you specify.
	Show	Select to show the selected fields.
	Apply Style	Select a style to apply to the selected component.
	Delete	Select to delete the selected object.
	Autofit	Select to adjust the width of table and crosstab fields according to the contents.
	Hide	Select to hide the selected object.
	Filter	The Filter menu provides items for filtering the data in the selected component or removing existing filters.
	Sort	The Sort menu provides items for sorting records on the selected field in ascending/descending order, or removing the sort.
	Edit Detail Table	Select to edit the detail table to define the detail fields of the summary.
	Go to Detail	Select to go to the detailed information of the selected summary.
	Link/Edit Link	Select to link the selected object to a report, URL, email, or Blob data type field.
	Conditional Formatting	Select to add conditional formatting to the selected field.
	Go Down	Select to go from a group which is a non-bottom level in a predefined hierarchy to the one-level-lower group while applying the current selected value as a filter condition. For more information, see Go-down.
	Go Up	Select to go from a group which is a non-top level in a predefined hierarchy to the one-level-higher group. For more information, see Go-up.
	Go To	Select to jump to any group to show its record information.
	Go to By Value	Select to go to any group with the current group value as a filter to show its record information.
	Select	Select the corresponding object.

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