Once a report’s availability and access is set up, you can organize the content and display of the report itself. The editing space includes these main areas:
Left: Items toolbar
A visual drag and drop style interface.
Top: Editing toolbar
Basic cut, copy, paste, delete and zoom actions, including:
- Design tab … displays the report body, with its main elements.
- Preview tab … provides a quick preview of the report.
Report body workspace
Where to design, edit and preview the content of the report.
Bottom: Availability and access …
- Choose Preview Target
- Schedule Reports (calendar icon) … see Report Scheduling and Subscription
- Edit Options … To review/manage the report name, access, category, cluster, tags, notes, and availability.
- Save As Draft / Publish
Right: Report data and structure …
- Properties … From the drop down, select an item to view its properties. The range of properties can include (but is not limited to):
- Report Tasks
- Appearance
- Behavior
- Data
- Design
- Navigation
- Page Settings
- Printing
- Expressions … From the drop down, select an item; you can then access the Expression Editor (to manage visible, bookmark or tag attributes), or Appearance attributes (such as color, borders, etc).
- Field List … This is where to manage parameters and data source(s).
- Report Explorer … This displays items and styles used in the report structure.
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Version(s): GideonSoft 2024 Release 3 and later