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General Operations in a Report

You can perform the following general operations in Web Report Studio:

  • Opening another web report
    Select Menu > File > Open or the Open button Open button on the toolbar to display the Select a Report dialog box, in which the web reports in the same folder as the current open report are listed. Select the web report you want to open from the default folder or from another folder, and then select OK.

    Select a Report dialog

  • Undoing/Redoing actions
    You can undo or redo some actions. To do this, select Menu > Edit > Undo or Redo (or the Undo button Undo button or Redo button Redo button on the toolbar).
  • Turning component pages
    When a table or a crosstab contains more than one page, a navigation bar specific for the component will be available right below the component. You can use the navigation bar to view the desired pages: select the corresponding button to go to the first page, the previous page, the next page, or the last page, or type a number in the text box to go to that page.

    Turn Component Page

  • Showing/Hiding editing marks
    You can use editing marks (dashed outlines of objects) for purposes such as aligning, moving and resizing. The editing marks are shown by default. To switch the status of the editing marks, select Menu > View > Editing Marks.
  • Switching the report data mode
    If you are making a lot of changes to the report, it may be faster to limit the number of records to 1 page while you make the changes and then change it back to full data mode to view the final result.

    When the Partial Report Result feature is enabled in the server profile, you can switch the report data mode to view full data or only a specified number of data in a report. To show a certain number of data, select Partial Data from the data mode drop-down list on the toolbar and set a positive integer in the text box that follows, then press Enter or select outside the text box. By default, the number is 5000, which means the first 5000 records will retrieved. To show all data records, select Full Data.
  • Setting up the report page
    1. Select Menu > File > Page Setup. Report Server displays the Page Setup dialog box.

      Page Setup dialog - General tab

    2. In the General tab, select the page type: Web Report or Print Report, which determines the unit of the page size, pixel or inch, then specify the size, orientation and margins of the report page. You can select the Auto Fit option to calculate the page width/height according to the width/height of the contents within the page dynamically, which is useful when the width/height of the contents is unpredictable and when the report to export is not huge.
    3. In the Export tab, specify the page properties for the exported result of the report, which will be applied when advanced running and scheduling to run the report on Logi Report Server as well as exporting the report in Web Report Studio.

      Page Setup dialog - Export tab

      By default, the page properties defined for the report in the General tab of the dialog box will be applied to the exported result of all export formats. You can define the page properties for each exported result by selecting a format from the Type drop-down list, clearing the Auto option and then defining the properties as you want.

    4. Select OK to accept the changes and close the dialog box.
  • Automatically scaling report components according to browser window
    When Web Report Studio is in View Mode, it can be responsive to any size of browsers on any mobile devices or computers. Report components excluding the report header and footer can automatically scale and fold according to the current browser window size. Information presented will always be legible and the layout will perfectly adapt to best utilize the available display screen. This is called responsive view. It is always available to mobile devices. When Web Report Studio runs on computers, you can specify whether to apply repsonsive view by default by setting the profile option View Web Reports in Responsive Mode, and open or close it in Web Report Studio as follows:
    1. Select the Customize Buttons button Customize Buttons button on the toolbar and select Open Responsive Mode or Close Responsive Mode from the menu list.

      The Open Responsive Mode button Open Responsive Mode button or Close Responsive Mode button Close Responsive Mode button is then available on the toolbar.

    2. Select the button on the toolbar to open or close responsive view.
  • Scheduling report tasks
    If the Quick Schedule from Web/Page Studio option is enabled in the server profile, you can schedule tasks to publish web reports to e-mails, FTP sites, or the Logi Report Server versioning system in Web Report Studio. However the Quick Schedule feature inside Web Report Studio does not provide the full functionalities. If you want to use the full schedule system of Logi Report Server, go to the server console to submit the schedule tasks.
    1. Make sure you are in the View Mode of Web Report Studio.
    2. Select the Quick Schedule button Quick Schedule button on the toolbar. Report Server displays the Quick Schedule dialog box.

      Quick Schedule dialog

      If the current open report has not been saved, you will be prompted to save the report.

    3. Specify the name for the task in the Schedule Name text box.
    4. From the Time Type drop-down list specify the time for when the task is to be performed.
      • To perform the task as soon as you submit it, select Immediately.
      • If you want to run the task repeatedly, select Periodically, then specify to run it daily, weekly or monthly at a specific time of a day.
    5. From the Publish To drop-down list, select where to publish the report result and specify the settings of the publish type.
      • To publish the report result to e-mail, select E-mail. Then specify the e-mail information such as addresses, subject and comments respectively; if you want to send the report result in the mail body, select E-mail Result in and select a format for the result: HTML or Text (when HTML is selected the comments you input for the e-mail will be overwritten by the report result; if Text is selected the comments will be positioned in front of the report result); select Attachment in to send the report result as an attachment and specify the format of the attachment file.
      • To publish the report result to the Logi Report Server versioning system, select Version System. Then choose a format in which to send the report result.
      • To publish the report result to an FTP site, select FTP. Then specify the information for the FTP site and select a format in which to send the report result.
    6. Select OK to submit the task.

    When the task is finished, you can go to the My Tasks page in the server console to view the scheduled report result.

  • Sharing a web report
    If the current web report is not a shared report and you are the owner of the report, you can use the Share Report feature to share it to others. To share a web report, make sure you have already saved it, then select Menu > File > Share or select the Share button Share button on the toolbar. In the Share Report dialog box, set the options for sharing the report. For more information, see Sharing Reports.

    Note: After all the components that reference a business view are removed from a shared report, the business view will not be available after the shared report is saved.

  • Viewing in-memory cube status
    If the Show Status When Using Cube Data option is enabled in the server profile, you will find the Cube Status button Cube Status button on the toolbar, by selecting which you can view the information about whether the data components in the current report apply in-memory cubes and the reasons if not in the Cube Status dialog box.
  • Asking for help
    At any time, you can select Menu > Help > User's Guide to open the Web Report Studio user documentation. Furthermore, you can select the Help button in any dialog box to show the help document about the dialog box. You can also use the Help menu to access Logi Report website for more information.
  • Exiting Web Report Studio
    To close the current web report and release the resources, select Menu > File > Exit (or the button X on the far right of the toolbar). Do not use the close button of the browser window as that may not release the resources used by the report.

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