Report Designer

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The Report Designer can be reached via the Report Manager or a Workspace Report.

 

Report Designer with an example report

 

The Report Designer has three tabs:

 

1.Report Data
2.Report
3.Preview

 

Each of these will be explained below.

 

Report Data

When you create a new report, the Visual Query Builder will open, you can create a new query or paste a query from the SQL Editor into the bottom part of the Visual Query Builder. Make sure to link a data band to a data set.

 

Report Designer, tab Report Data

 

You can view the report query or modify it using the Visual Query Builder button on the right.

 

Report

The Report tab has several sections. On the left you find the report outline, objects you can add to the report and object properties, and at the right you have the data items.

 

There's a number of tool bars in the Report Designer, they offer following functionality.

 

Tool bars explained

The Standard tool bar.

 

 

New Report Wizard - select a wizard to create a new report, can help to speed things up
New Report Page - adds a blank page to the current report
Delete Page - deletes the current page from the report
Page Settings - opens a page settings dialog for page size, margins and so on, you can also add page columns here

Cut, Copy and Paste - clipboard functionality for report objects
Undo, Redo - undo or redo your changes

Group - creates a group of the selected report objects. Objects in a group are selected together if you select at least one of the objects
Ungroup - break up a currently selected group into the individual objects

Zoom - adjust this to zoom in or zoom out the designer workspace

 

The Align tool bar.

 

 

Grid - toggles the designer grid on and off
Align to Grid - when moving objects, aligns the object to the nearest grid coordinate instead of moving smoothly
Fit to Grid - use this button to re-size the current object to the nearest grid related size

Align Left - aligns left side of the selected items to the left side of the first item in the selection
Align Middle - aligns the selected items to their horizontal centers
Align Right - aligns right side of the selected items to the right side of the first item in the selection

Align Top - aligns top side of the selected items to the top side of the first item in the selection
Align Center - aligns the selected items to their vertical centers
Align Bottom - aligns bottom side of the selected items to the bottom side of the first item in the selection

Space Horizontally - space equally in horizontal direction
Space Vertically - space equally in vertical direction
Center Horizontally in Band - centers the objects horizontally in the band or page they're on
Center Vertically in Band - centers the objects vertically in the band or page they're on

Same Width - re-size items to be the same width as the first item in the selection
Same Height - re-size items to be the same height as the first item in the selection

 

The Frame tool bar.

 

 

Top, Bottom, Left and Right Line - toggles frame lines on and off

All Frames - sets frame lines for all sides on
No Frames - removes frame lines from all sides
Frame Editor - shows Frame Editor dialog with frame sides, style, color, width and shadow

Background Color - fills the background of the selected objects with a color
Fill Editor - shows the Fill Editor dialog with options for the background fill

Frame Color - sets the color for the frames
Frame Style - selects the frame style, like "solid", "dash" and so on
Frame Width - sets the frame width

 

The Text tool bar.

 

 

Manage Styles - opens the Style Editor dialog, allowing you to create and modify the styles for this report
Style - select one of the available styles to apply to a (text) object, displays the style name if the current object has a style assigned

Font Name - the font for the current selected object
Font Size - font size for the current selected object

Bold - toggles bold font style on and off
Italic - toggles italic font style on and off
Underline - toggles underline font style on and off
Font Settings - opens Font Settings dialog with all available font options
Font Color - sets the color for the font

Highlight - opens Highlight Editor dialog for conditional font style, frame, fill and color changes
Rotate - rotate the current text object

Align Left, Middle, Right - aligns the text in the current object to left, middle or right
Justify - inserts spaces between words so that each line is complete filled to match the object width

Align Top, Middle, Bottom - vertically align the text in the current object to top, middle or bottom

 

The Tools and Objects tool bar.

 

 

Select Tool - the default tool that allows you to select items
Hand Tool - use this to drag the page around
Zoom Tool - you can use left and right mouse buttons to zoom in and zoom out
Text Editor - hold left mouse button on the designer canvas, drag and create a new text object
Copy Format Tool - allows copying the format of one object to another: select an object, select this tool, next click on other objects to change their formatting

Insert Band - inserts a report band like "Report Title", "Page Footer" and so on
Insert Sub-report - insert a sub-report, a new report that can be embedded in the current report

Text - a basic text object, can be static text, can contain database items, or combinations
System Text - quick system text object that allows to display page numbers, record counts, current date and so on
Rich Text - allows to display rich text formatted text
Picture - display a picture from file
Map - display a map
Chart - display a simple or complex chart, can be histograms, pie charts and so on
Checkbox - display a checkbox

 

All these items can be linked to data fields

Cross-tab - display a cross tab, fill it manually, data can be fetched from a data source
DB Cross-tab - display a cross tab, fill it from a data source, with header labels taken from the data source
Table - create a table with rows and columns, data can be fetched from a data source
Cellular Text - displays characters in a table, but each cell contains a single character

Zip-code - machine readable zip-code
Gradient - used to display gradient color based items on the report
Draw - used for shapes, like circles, rectangles and (arrowed) lines
Bar-code - used to display bar codes on your report

 

Report Designer

The center holds the report design itself.

 

 

A report consists of 'report bands', by default there's a Report Title, Master Data and Page Footer band. Make sure to link each data band to a data set.

 

Available bands:

 

Report Title

Printed once, at the beginning of the report

Report Summary

Printed once, at the end of the report

Page Header

Printed at the top of each page

Page Footer

Printed at the bottom of each page

Header

Printed once before a set of data, eg the Master Data

Footer

Printed after a set of data

Master Data

The main data set

Detail Data

Additional data set based on/linked to the previous data set

Additional Data Bands

More data bands can be added

Group Header

Printed before a data group

Group Footer

Printed after a data group

Child

A child band is printed directly after its linked parent band, this can be useful when an object distorts the layout of your items vertically: move the items below it to a child band.







 

 

You can add labels, lines, graphics, page numbers, bar codes and tables to the bands of the report.

 

In addition to these report bands, you can create groups of data via the Insert Band button.

 

This will open the Group Dialog.

Group Dialog

 

Once a group has been created, a Group Header will be added, for each group, a Group Footer band can be added to the report. A group will put several 'detail bands' together under a group, eg, multiple orders per customer.

 

Preview

The Preview tab shows the report with the data, here you can try-out your report and see if it shows the data how you like it. You can also use this tab to print the report.

 

Report Designer, tab Preview

 

The toolbar has several buttons related to zoom-factor and page-navigation. At the left there's a list of available pages, the large area on the right shows the actual report pages with your data.

 

By using the Print button, you can either send the report on a printer or create a file, like PDF, HTML, Excel or Word.

 

Print Report dialog