Edit Report Layout 

Explanation

This activity is used to edit & design the layout of a selected report. 

Prerequisites

System Effects

Through this activity, the user will be enabled with all the features required to design the report layout. After selecting a report, the Report Layouts page provides all the layouts associated with the report. By expanding the required report layout from the Layout Designer pane, the user can access the layout version that s to be edited. Once the layout version is selected, Report Studio Designer window populates the layout editor enabling user with the features required to edit or design. The following features are available in the Designer ribbon.   

Designer Toolbox:   

  1. Label - Label controls let you add simple text to your report. Drag the Label item from the Toolbox to place it. 
  2. Check Box - The Check Box control allows users to visually select or deselect an option by clicking on the checkbox symbol. Its appearance reflects the chosen state (checked or unchecked). 
  3. Rich Text - Rich Text control: Add text with formatting options (static, dynamic, or mixed). 
  4. Picture Box - Include static or data-driven images directly in your report with the Picture Box control. 
  5. Panel - Container for organizing report elements. Move, copy, paste them together. Visually group them in Print Preview. 
  6. Table - Master the Table control! Learn all about creating tables, filling them with data, customizing their structure, and managing individual elements. Hide cells when needed. 
  7. Character Comb - This control focuses on individual characters, placing each one in its own cell for granular control over appearance and printing. 
  8. Line - Decorate and organize your report with customizable lines (direction, style, width, color). 
  9. Shape - Elevate your report's appearance with the Shape control. Customize and insert various shapes, including basic geometric forms and callouts. 
  10. Chart - Add impactful data visualizations to your report. Chart control offers 2D/3D options (bar, line, pie, etc.).
  11. Table of Contents - After placing bookmarks on relevant report elements, generate a dynamic table of contents. This table automatically lists page numbers where each bookmarked element appears within the document. 
  12. Page Info - The Page Info control lets you include various dynamic details on your report pages, such as the current date and time, page number, and even the username viewing the report. 
  13. Page Break - The Page Break control offers precise control over report layout. Simply insert it at any desired location to create a new page, enhancing organization and readability. 
  14. Cross-band line - Enhance report clarity by using the cross-band control. Create vertical lines that traverse different report sections, drawing attention to specific data groupings or trends. 
  15. Cross-band Box - Create a unified visual block for a report section by drawing rectangles that span multiple bands (headers, details, footers).   

Designer Ribbon: 

  1. Save - Save the Layout when you wrap up. 
  2. Cut - To Cut the selected item in the layout. 
  3. Copy - To Copy an item you designed in the layout. 
  4. Paste - Paste the copied item. 
  5. Delete - To remove the selected item designed for the layout. 
  6. Undo - To erase any change you designed in the layout. 
  7. Redo - To restore the change designed for the layout. 
  8. Zoom Out - To Maximize the layout. 
  9. Zoom In - To minimize the layout. 
  10. Publish - After finalizing the design, publish the report layout to utilize the layout for ordering/printing/scheduling.  Export - To download the designed layout at any point. 
  11. Full Screen - To Expand the Designer (Layout editor) into full-screen mode. 
  12. Design - Switch to the design mode to edit the layout.  Preview - Switch to the preview mode to view the Designed layout at any point. (Look & feel of the final output)

 Designer Side Panel:   

  1. Properties - To Change filters, Appearance, Behavior, Data, Design, Navigation, Page Settings, Printing, and sorting properties within the report. 
  2. Expressions - Control the appearance and content of different parts of the report based on calculations that run on-the-fly before creating the final document. This option is available in the Designer when expression binding is activated. 
  3. Field List - Shows the data blueprint for your report. Manages sources, parameters, calculations, and element bindings. 
  4. Report Explorer - Offers an interactive map of the report structure, enabling editing of content, styles, and data source links. 
  5. Report Design Analyzer - Highlights potential problems in your report through error messages, warnings, and informative notices, guiding toward accurate data and presentation.