Report Designer
The Report Designer can be used to add data, charts, formulas, sorts, filters, and many other features to a report.
The Report Designer has three parts: the Design Grid, the Data, and the Toolbar.
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Design Grid
In the design grid, you can:
- Add and delete rows, columns, and sections.
- Enter Data Fields, text, and formulas.
- Drag and drop data and text into different sections, rows, or columns.
(Find more info here.)
Data Menu
Through the data menu, you can:
- Drag and drop Data Fields onto the report.
Click the splitter (
) to hide the data menu. The splitter is located at the top left of the design grid within the data menu.
Toolbar
Using the toolbar you can:
- Rename the report.
- Add, modify, or remove sorts and filters.
- Format cells’ font, font size, alignment, color, and borders.
- Use the Formula Editor to create complex functions.
- Insert charts, gauges, and images.
- Link reports, allowing users to drilldown for more detail.
- Save the report.
- Run the report in the Report Viewer
- Export the report to Excel, CVS, RTF, or PDF
- Add or remove Data Categories from the report.
- Add an Action Event. (If you do not see this option, your administrator may have disabled it.)
(Find more info here.)