Web Report Studio window elements

Here are two ways of accessing Web Report Studio:

On the JReport Console > Resources page, click New > Report. In the Select Report Type dialog, choose Web Report and click OK. Then follow the Web Report Wizard and click Run. Web Report Studio will then be displayed with the new report.

On the JReport Console > Resources page, browse to the target web report and choose the appropriate way to run the report in Web Report Studio.

The main page of Web Report Studio consists of the user information bar, menus, toolbar, left panels and report area. The options for browsing or controlling a web report are as follows:

Menu/Toolbar	Tool Name	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.
	Save As	Saves a copy of the web report or the report template in the current web report to server resources.
	Export	Exports the report result to disk or version in various formats.
	Page Setup	Configures the report page settings.
	Print	Prints the report result to a PDF or HTML file.
	Exit	Closes the current web report and exits Web Report Studio releasing all of the resources.
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.
	Filter	Filters the report records according to the filter criteria you specify.
	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.
	Unhide Components	Shows the hidden components you specify.
	Style	Applies a style to the selected components or the whole report.
View	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.
Insert	Table	Inserts a table into the web report.
	Crosstab	Inserts a crosstab into the web report.
	Chart	Inserts a chart into the web report.
	Parameter Control	Inserts a parameter control into the web report.
	Parameter Form Control	Inserts a parameter form control into the web report.
	Filter Control	Inserts a filter control into the web report.
	Navigation Control	Inserts a navigation control into the web report.
	Label	Inserts a label into the web report.
	Image	Inserts an image into the web report.
	Multimedia Object	Inserts a multimedia object into the web report.
	Special Fields	Inserts a special field into the web report.
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 checked in the Profile > Customize Server Preferences > Advanced panel on the JReport Console page.
Help	User's Guide	Opens the Web Report Studio User's Guide.
	JReport Home Page	Connects to JReport Home Page.
	Technical Support	Accesses Jinfonet Technical Support.
	About Web Report Studio	Shows product information about Web Report Studio.
	Language	Specifies the language in which to display the report. Available only when Enable NLS is checked in the Profile > Customize Server Preferences > Advanced panel on the JReport Console page.
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.
	Save As	Saves a copy of the web report or the report template in the current web report to server resources.
	Export	Exports the report result to disk or version in various formats.
	Page Setup	Configures the report page settings.
	Print	Prints the report result to a PDF file with the default page settings.
	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.
	Filter	Filters the report records according to the filter criteria you specify.
	Delete	Deletes the selected object.
	Show Objects	Specifies which objects to show in the report.
	Rotate Crosstab	Rotates a crosstab to exchange the axes on the crosstab in order to create a different view of the crosstab.
	Swap Chart Groups	Specifies whether to switch data between the category and series axes, or between the category and value axes of a chart if there is no field on the series axes.
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	Table Wizard	Opens the Table Wizard for you to edit the 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	Crosstab Wizard	Opens the Crosstab Wizard for you to edit the 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	Chart Wizard	Opens the Chart Wizard for you to edit the 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.
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, click here.
	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, the panel is displayed showing the filter created by the actions. You can also click in a table, crosstab, or chart to show this panel for the component.
Shortcut Menu	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.
	Properties	Defines properties of the selected object.
	Select	Make the corresponding object selected.

Menu/Toolbar

Button

Tool Name

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.

Save As

Saves a copy of the web report or the report template in the current web report to server resources.

Export

Exports the report result to disk or version in various formats.

Page Setup

Configures the report page settings.

Prints the report result to a PDF or HTML file.

Exit

Closes the current web report and exits Web Report Studio releasing all of the resources.

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.

Filter

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

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.

Unhide Components

Shows the hidden components you specify.

Style

Applies a style to the selected components or the whole report.

View

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.

Insert

Table

Inserts a table into the web report.

Crosstab

Inserts a crosstab into the web report.

Chart

Inserts a chart into the web report.

Parameter Control

Inserts a parameter control into the web report.

Parameter Form Control

Inserts a parameter form control into the web report.

Filter Control

Inserts a filter control into the web report.

Navigation Control

Inserts a navigation control into the web report.

Label

Inserts a label into the web report.

Image

Inserts an image into the web report.

Multimedia Object

Inserts a multimedia object into the web report.

Special Fields

Inserts a special field into the web report.

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 checked in the Profile > Customize Server Preferences > Advanced panel on the JReport Console page.

Help

User's Guide

Opens the Web Report Studio User's Guide.

JReport Home Page

Connects to JReport Home Page.

Technical Support

Accesses Jinfonet Technical Support.

About Web Report Studio

Shows product information about Web Report Studio.

Language

Specifies the language in which to display the report. Available only when Enable NLS is checked in the Profile > Customize Server Preferences > Advanced panel on the JReport Console page.

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.

Save As

Saves a copy of the web report or the report template in the current web report to server resources.

Export

Exports the report result to disk or version in various formats.

Page Setup

Configures the report page settings.

Prints the report result to a PDF file with the default page settings.

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.

Filter

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

Delete

Deletes the selected object.

Show Objects

Specifies which objects to show in the report.

Rotate Crosstab

Rotates a crosstab to exchange the axes on the crosstab in order to create a different view of the crosstab.

Swap Chart Groups

Specifies whether to switch data between the category and series axes, or between the category and value axes of a chart if there is no field on the series axes.

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

Table Wizard

Opens the Table Wizard for you to edit the 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

Crosstab Wizard

Opens the Crosstab Wizard for you to edit the 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

Chart Wizard

Opens the Chart Wizard for you to edit the 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.

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, click here.

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, the panel is displayed showing the filter created by the actions. You can also click in a table, crosstab, or chart to show this panel for the component.

Shortcut Menu

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.

Properties

Defines properties of the selected object.

Select

Make the corresponding object selected.

Notes:

Web Report Studio has two modes: View Mode and Edit Mode, and the toolbar and menu commands that are available in each mode vary. Administrators can specify the default mode that will be applied when a report is opened in Web Report Studio in the Profile > Customize Server Preferences > General tab, and you can switch between the two modes by clicking the View Mode or Edit Mode link on the Web Report Studio toolbar. However, you will not be able to switch the mode if the Show Link of View/Edit Mode option in the Profile > Customize Profile > Page Report Studio > Properties > Default tab is unchecked.
The shortcut menu contents vary with the objects you right-click. The above table only lists some typical items. The following sections will guide you to use the shortcut menu for any object you may right-click.