Web Report Studio Window Elements

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.
Edit Dataset Filter	Select to apply a filter to the dataset used by a data component.
Filter	Select to filter the report records according to the filter criteria you specify.
On-screen Filter Values	The option is available when administrators did not clear Enable Setting Default On-screen Filter Values For Web Report in the server profile. Save as Default Select to save the current on-screen filter values as the user defined default values for the report and for you. 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. Push Down Select if you want to generate the report data by applying all filters to the database.
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.
Manage Datasets	Select to manage datasets in a 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.
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.
Dataset Filter	Select to apply a filter to the dataset used by a data component.
Filter	Select to filter the report records according to the filter criteria you specify.
Save Bookmark	Select to bookmark the current web report.
Bookmark Setting	Select to manage bookmarks for the current web report.
/ 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	Edit Dataset Filter	Select to filter the dataset 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.

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.

Edit Dataset Filter

Select to apply a filter to the dataset used by a data component.

Filter

Select to filter the report records according to the filter criteria you specify.

On-screen Filter Values

The option is available when administrators did not clear Enable Setting Default On-screen Filter Values For Web Report in the server profile.

Save as Default
Select to save the current on-screen filter values as the user defined default values for the report and for you. 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.
Push Down
Select if you want to generate the report data by applying all filters to the database.

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.

Manage Datasets

Select to manage datasets in a 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.

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.

Dataset Filter

Select to apply a filter to the dataset used by a data component.

Filter

Select to filter the report records according to the filter criteria you specify.

Save Bookmark

Select to bookmark the current web report.

Bookmark Setting

Select to manage bookmarks for the current web report.

/

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

Edit Dataset Filter

Select to filter the dataset 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.