Web Report Wizard

This wizard appears after you click Menu > File > New Report (or the New Report button on the Standard toolbar). It guides you through the process of creating a web report, and contains the following screens:

• Page screen
• Layout screen
• Bind Data screen
• Style screen

Displays this help document.

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Save

Saves the report to the server resource tree.

Run

Opens the report in Web Report Studio.

Page screen

Specifies the page settings of the report. See the screen.

Templates

Specifies the template to be applied to the report.

• Blank
  Specifies to use the blank template.
• Template1
  Specifies to use Template1, in which you can specify the report title and company logo.
• Template2
  Specifies to use Template2, in which you can specify the company logo, company title, report title and sub title.

Page Setup

Opens the Page Setup dialog to specify the page properties.

Report Title

Specifies the display name of the report title.

Company Logo

Specifies the company logo image file.

Company Title 1

Specifies the display name of the company title 1.

Company Title 2

Specifies the display name of the company title 2.

Sub Title

Specifies the display name of the sub title.

Specifies the font properties for report title, sub title or company title.

• Font
  Lists all the available font faces that can be selected to apply to the title.
• Font Style
  Specifies the font style of the title. It can be one of the following: plain, bold, italic, and bold italic.
• Size
  Specifies the font size of the title.
• Align
  Specifies the position of the title to be left, right, center or justify.
• Font Color
  Specifies the font color of the title.
• Background Color
  Specifies the background color of the title.

Opens the Insert Image dialog to customize the image for company logo.

Layout screen

Specifies the layout of the report. See the screen.

Built-in layouts

Lists the built-in layouts.

• Default
  There is only a cell in the tabular.
• Top and Bottom
  There are two cells in the tabular. One is at the top, and the other is at the bottom. Each cell uses half the height of the tabular.
• T-Style
  There are two rows in the tabular. Each row uses half the height of the tabular. The top row has two cells with each using half the width of the row, and the bottom row has only a cell.
• 2×3
  There are six cells in the tabular. Each cell uses one third the height and one third the width of the tabular.
• T-Style 2
  There are two rows in the tabular. Each row uses half the height of the tabular. The top row has only a cell, and the bottom row has two cells with each using half the width of the row.

Toolbar

The toolbar is enabled when a tabular cell in the below edit layout box is selected.

• Horizontal Split
  Splits the selected tabular cell into two cells horizontally.
• Vertical Split
  Splits the selected tabular cell into two cells vertically.
• Merge
  Merges the selected adjacent tabular cells that form a rectangular into one cell.
• Align
  Specifies how the component aligns in the tabular cell.
  • Left
    Aligns the component to the left of the tabular cell.
  • Center
    Aligns the component to the center of the tabular cell.
  • Right
    Aligns the component to the right of the tabular cell.

Edit layout box

Specifies the component to be inserted into the selected tabular cell.

• Existing Components
  Specifies a component from the ones existing in the open report to create the report.
• New Components
  Specifies the component you want to place in the tabular cell.
  • Table
    Creates a table in the tabular cell.
  • Crosstab
    Creates a crosstab in the tabular cell.
  • Chart
    Creates a chart in the tabular cell.
  • Blank
    Creates nothing in the tabular cell.

Tabular Cell Size

Displays the size of the selected tabular cell, in percent.

• Width
  Shows the width of the tabular cell.
• Height
  Shows the height of the tabular cell.

Bind Data screen

Specifies the data source and the fields to be displayed in each component selected in the Layout screen. This screen differs according to the following component types: table, crosstab, chart. When the component type is specified as Blank, the screen is disabled.

For table component

Specifies the data displayed in the table. See the screen.

Table Title

Specifies the title of the table. The title is a special label bound with the table. Though it can be positioned freely in a report, once you remove the table from the report, the title will be removed too.

Specifies the font properties of the table title.

Data Source

Specifies the business view in the current catalog on which the table will be built.

Filter

Opens the Query Filter dialog to specify the filter you want to apply to the selected business view.

Table Type

Specifies the table type.

• Group Above
  Creates a table with group information above the detail panel.
• Group Left
  Creates a table with group information left to the detail panel.
• Group Left Above
  Creates a table with group information left above the detail panel.
• Summary Table
  Creates a table with only group and summary information.

Display tab

Specifies the fields to be displayed in the table.

• Resources
  Displays all the view elements in the selected business view.
• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Adds the selected view element to be displayed in the table.
• 
  Removes the selected view element.
• Field
  Lists the view elements that have been added to the table.
• Label
  Specifies the display names of the added view elements.
• 
  Moves the selected view element one step up.
• 
  Moves the selected view element one step down.

Group tab

Specifies the fields to group the data.

• Resources
  Displays all the available group objects you can use to group data in the table.
• 
  Adds the selected group object as a group by field.
• 
  Removes the selected group object.
• Field
  Lists all the group objects that have been added as the group by fields.
• Sort
  Specifies the sort order for each group: Ascending, Descending, or No Sort.
• 
  Moves the selected group object one step up.
• 
  Moves the selected group object one step down.

Summary tab

Specifies the fields on which to create summaries.

• Resources
  Displays all the available aggregation objects you can use to create summaries in the table.
• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Adds the selected aggregation object as the summary field.
• 
  Removes the selected aggregation object.
• Field
  Lists the groups that have been added in the table and the aggregation objects added to summarize data in each group.
• Row
  Specifies to put the summary field in the header or footer row. If the summary is calculated on a group by field, it will be put in the group header or footer row of the corresponding group; if the summary is calculated on the whole dataset, it will be put in the table header or footer row. Available only when the table is Group Left type.
• Column
  Specifies to put the summary field in the specified detail column. Available only when the table is Group Left type.
• 
  Moves the selected aggregation object one step up.
• 
  Moves the selected aggregation object one step down.

For crosstab component

Specifies the data displayed in the crosstab. See the screen.

Crosstab Title

Specifies the title of the crosstab. The title is a special label bound with the crosstab. Though it can be positioned freely in a report, once you remove the crosstab from the report, the title will be removed too.

Specifies the font properties of the crosstab title.

Data Source

Specifies the business view in the current catalog on which the crosstab will be built.

Filter

Opens the Query Filter dialog to specify the filter you want to apply to the selected business view.

Resources

Displays the elements in the selected business view.

Edits the selected dynamic resource.

Adds the selected group object to be displayed on the columns of the crosstab.

Adds the selected group object to be displayed on the rows of the crosstab.

Adds the selected aggregation object and detail object to be the summary field of the crosstab.

Columns/Rows

• Field
  Lists the group objects that will be displayed on the columns/rows of the crosstab.
• Label
  Specifies the display names of the group objects. By default these are blank and no names will be created for the group objects to label the columns/rows. You can double-click the cells to edit them if required.
• Sort
  Specifies the sort order of the group objects.

Summaries

• Field
  Lists the aggregation/detail objects that you select to create summaries.
• Label
  Specifies the display names of the aggregation/detail objects. By default these are blank and no names will be created for the objects to label the summaries. You can click in the cells to edit them if required.
• Aggregation
  Specifies the functions used to summarize data of the detail objects.

Moves the selected view element one level up.

Moves the selected view element one level down.

Removes the selected view element.

For chart component

The screen for the chart component varies with different chart types: common chart types, organization chart, heat map.

For common chart types

Specifies the data displayed in the chart. See the screen.

• Chart Title
  Specifies the title of the chart. The title is a special label bound with the chart. Though it can be positioned freely in a report, once you remove the chart from the report, the title will be removed too.
• 
  Specifies the font properties of the chart title.
• Data Source
  Specifies the business view in the current catalog on which the chart will be built.
• Filter
  Opens the Query Filter dialog to specify the filter you want to apply to the selected business view.
• Resources
  Displays the view elements in the selected business view.
  • 
    Edits the selected dynamic resource.
  • 
    Removes the selected dynamic resource.
• 
  Adds the selected resource to be displayed in the chart.
• Show Values
  Lists the values you want to show in the chart. For a real time chart, the values you add must be of Numeric type and cannot be aggregation objects.
  • Primary Axis
    Adds a chart type to the primary axis.
  • Secondary Axis
    Adds a chart type to the secondary axis. Active only when the option Secondary Axis is checked.
  • X Axis
    Lists the value you want to show on the X axis of the bubble chart.
  • Y Axis
    Lists the value you want to show on the Y axis of the bubble chart.
  • Radius
    Lists the value you want to show as the bubble radius.
• 
  Adds a combo chart to the Primary Axis or Secondary Axis.
• 
  Opens the Edit Additional Value dialog to edit the selected additional value.
• 
  
  Moves the selected view element one level up.
• 
  Moves the selected view element one level down.
• 
  Adds a new pair of Y Axis and Radius for the bubble chart.
• 
  Removes the selected resource.
• Secondary Axis
  Specifies whether to show the secondary axis in the chart.
• Category
  Lists the group object that will be displayed on the category axis of the chart.

  For a real time chart, if no object is specified on the category axis, Use System Refresh Time will be automatically displayed in the Category text box, namely, the time at which the chart refreshes itself will be used as the category value.

• Series
  Lists the group object that will be displayed on the series axis of the chart. Not available to real time chart.
• 
  Opens the Category Options dialog or Series Options dialog to define the sort order of the category or series values and specify the number of the category or series values that will be displayed in the chart.
• Motion Bar for Playable Chart
  Lists the group object you want to use as the motion field. A motion field can only be of Integer, Date or Time data type. Available to single bar, bench and bubble chart types only.
  • Special Function
    Available only when the motion field is of Date data type. Click it to define the special function.
    • Field
      Displays on which field the special function will be applied.
    • Function
      Specifies the special function to the field.
    • OK
      Accepts the special function settings and leaves the dialog.
    • Cancel
      Cancels the special function settings and leaves the dialog.
• Real Time
  Specifies to run the chart in real time mode, which means it will be updated automatically by using real time data. Available to single bar, bench, line, and area chart types only.
  • Use System Time for Category
    Specifies to use the time at which the chart refreshes itself as the category value.
  • Refresh Interval
    Specifies the time interval at which the chart will get data and refresh itself automatically.
  • Show Most Recent N Points
    Specifies the number of records that will be kept for the real time data on the chart.
  • Incremental Fetch
    Opens the Unique Key dialog to configure a unique key for the real time chart.

For organization chart

Specifies the data displayed in the chart. See the screen.

• Chart Title
  Specifies the title of the chart. The title is a special label bound with the chart. Though it can be positioned freely in a report, once you remove the chart from the report, the title will be removed too.
• 
  Specifies the font properties of the chart title.
• Data Source
  Specifies the business view in the current catalog on which the chart will be built.
• Filter
  Opens the Query Filter dialog to specify the filter you want to apply to the selected business view.
• Resources
  Displays the resources that can be added to org chart.
  • 
    Edits the selected dynamic resource.
  • 
    Removes the selected dynamic resource.
• Show Values
  
  • Primary Axis
    Select Org from the chart type drop-down menu.
  • Child
    Adds a field from the Resources box which identifies the entity by selecting both the field and Child and then clicking .
  • Parent
    Adds a field from the Resources box which shows the "reporting to" relationship among the entity members, that is, which child field member reports to or belongs to which child field member, by selecting both the field and Parent and then clicking .
  • 
    Removes the selected child or parent field.
• Properties
  The properties box presents a node model of the org chart. Data fields, labels and images can be inserted into the node as the information about the entity in the org chart, by using . By default all added objects are placed at the left top of the node, you need to adjust their positions and sizes in the node. You can also resize the node if required.

  To remove an object from the node, select it and then click .

For heat map

Specifies the data displayed in the chart. See the screen.

• Chart Title
  Specifies the title of the chart. The title is a special label bound with the chart. Though it can be positioned freely in a report, once you remove the chart from the report, the title will be removed too.
• 
  Specifies the font properties of the chart title.
• Data Source
  Specifies the business view in the current catalog on which the chart will be built.
• Filter
  Opens the Query Filter dialog to specify the filter you want to apply to the selected business view.
• Resources
  Displays the resources that can be added to the chart.
  • 
    Edits the selected dynamic resource.
  • 
    Removes the selected dynamic resource.
• 
  Adds the selected field into the Groups or Summaries box.
• 
  Removes the selected field from the Groups or Summaries box.
• Show Values
  Displays Heat Map as the selected chart type.
• Groups
  Lists the fields used to group the data. There should be at least one group.
  • Color by
    Specifies whether to color by a group. 0-n groups can be used as the color-by fields.
  • Label by
    Specifies whether to show a group field in the innermost rectangle. 0-n groups can be used as the label-by fields.
  • 
    Moves the selected group field one level up.
  • 
    Moves the selected group field one level down.
  • 
    Opens the Group Options dialog to define the sort order of the group values and specify the number of the group values that will be displayed in the chart.
  • 
    Removes the selected group field.
• Summaries
  Lists the summaries used as size-by/color-by or displayed in the innermost rectangle.

  The summaries should match the groups. For example, if the groups level is A > B > C, the static summaries grouped by C can be inserted into the Summaries box, but the static summaries grouped by A, B or other fields cannot.

  If no group is specified in the Groups box, you can insert any static summary. And its group-by field will be inserted into the Groups box automatically.

  • Size by
    Specifies to size by one summary or none.
  • Color by
    Specifies to color by one summary or none.
  • Label by
    Specifies whether to show a summary in the innermost rectangle. 0-n summaries can be used as the label-by fields.

Style screen

Specifies the style of the report. See the screen.

Styles

Lists all the available styles for you to select from. No style will be applied when you select None.