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Web Report Wizard

This wizard appears when you click New > Web Report on the JReport Console > Resources page, or click Menu > File > New Report or the New Report button on the toolbar in Web Report Studio. It guides you through the process of creating a web report, and contains the following screens:

• Page
• Layout
• Bind Data
• Style

Displays the help document about this feature.

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 in Edit Mode.

Page

Specifies the page settings of the report.

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

Specifies the layout of the report.

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

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.

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 drop-down menu

Specifies the type of the table. The tabs available in the screen differ according to the selected table type. When a group table type is selected, you can define the table in the Details, Group and Summary tabs respectively; when the summary table type is selected, only the Columns tab is available.

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

The tabs are different according to the following table types:

• Group Left, Group Above and Group Left Above
• Summary Table

For Group Left, Group Above and Group Left Above

Details tab

Specifies the fields that you want to display in the table.

• Resources
  Displays all the view elements in the selected business view. You can also create dynamic formulas to use in the table.
• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.
  • Predefined Order
    Sorts the view elements in the order defined in the Business View Editor on JReport Designer.
  • Resource Types
    Sorts the view elements by resource type, namely category objects come first, then group objects, then aggregation objects, and at last detail objects.
  • Alphabetical Order
    Sorts the view elements in alphabetical order. Elements that are not in any category will be sorted first, then the categories, and the elements in each category will also be sorted alphabetically.
• 
  Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.
• 
  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.
• Sort Fields By
  Opens the Custom Sort dialog to specify how to sort data in the table.

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. You can also create dynamic formulas to use in the table.
• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Sorts the group objects in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.
• 
  Launches the quick search toolbar to search for group objects. For the usage of the toolbar click here.
• 
  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 groups at the specific group level.
  • Ascend
    Groups will be sorted in an ascending order (A, B, C).
  • Descend
    Groups will be sorted in a descending order (C, B, A).
  • No Sort
    Groups will be sorted in the original order in database.
  • Custom Sort
    Opens the Custom Sort dialog to set how groups will be sorted.
• 
  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. You can also create dynamic formulas and aggregations to use in the table.
• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Sorts the aggregation objects in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.
• 
  Launches the quick search toolbar to search for aggregation objects. For the usage of the toolbar click here.
• 
  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. If no column is selected, the summary field will be displayed in a separate summary 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 Summary Table

Columns tab

Specifies the fields to be displayed as the columns of the table.

• Resources
  Displays all the group and aggregation objects in the selected business view. You can also create dynamic formulas and aggregations to use in the table.
• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.
• 
  Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.
• 
  Adds the selected view element to be displayed in the table.
• 
  Removes the selected view element.
• Column
  Lists the view elements that have been added to the table.
• Sort
  Specifies the sort order for groups at the specific group level.
  • Ascend
    Groups will be sorted in an ascending order (A, B, C).
  • Descend
    Groups will be sorted in a descending order (C, B, A).
  • No Sort
    Groups will be sorted in the original order in database.
  • Custom Sort
    Opens the Custom Sort dialog to set how groups will be sorted.
• 
  Moves the selected view element one step up.
• 
  Moves the selected view element one step down.

Summary tab

Specifies to insert aggregations to the header/footer rows of the table and groups.

• Resources
  Displays the aggregations selected in the Columns tab.
• Summarized Fields
  Displays the group fields selected in the Columns tab under the Table node.
• Header
  Represents the table header or the group header of a specific group. After an aggregation is selected in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding header rows.
• Footer
  Represents the table footer or the group footer of a specific group. After an aggregation is selected in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding footer rows.

For crosstab component

Specifies the data displayed in the crosstab.

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. You can also create dynamic formulas and aggregations to use in the crosstab.

Edits the selected dynamic resource.

Removes the selected dynamic resource.

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

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. You can click in 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. You can click in the cells to edit them if required.
• Aggregation
  Specifies the functions used to summarize data of the detail objects.
• Comparison Function
  Opens the Comparison Function dialog to add a comparison function as an aggregate for the crosstab.

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.

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. You can also create dynamic formulas and aggregations to use in the chart.

• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.
• 
  Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

Adds the selected resource to be displayed in the chart.

Value box

The actual name of the box varies with different chart types, for example, it is Bar Length for a clustered bar chart. The box 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.
• Size
  Lists the value you want to show as the bubble size.

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 box

The actual name of the box varies with different chart types, for example, it is X-Axis for a clustered bar chart. The box 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 box, namely, the time at which the chart refreshes itself will be used as the category value.

Series box

The actual name of the box varies with different chart types, for example, it is Clustering for a clustered bar chart. The box 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.

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. You can also create dynamic formulas and aggregations to use in the chart.

• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.
• 
  Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

Value box

• Primary Axis
  Select Org from the chart type drop-down menu.
• Node
  Adds a field from the Resources box which identifies the entity by selecting both the field and Node 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 node field member reports to or belongs to which child node field member, by selecting both the field and Parent and then clicking .
• 
  Removes the selected child node 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.

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. You can also create dynamic formulas and aggregations to use in the chart.

• 
  Edits the selected dynamic resource.
• 
  Removes the selected dynamic resource.
• 
  Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.
• 
  Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

Adds the selected field into the Area or Property box.

Removes the selected field from the Area or Property box.

Chart type drop-down list

Displays Heat Map as the selected chart type.

Area

Lists the fields used to group the data to different areas. There should be at least one group. When there are multiple groups, their levels are defined by their positions from top down. The group at the top is of the highest level and the bottom the lowest.

• 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 the group name in the innermost rectangle.
• 
  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.

Property

Lists the summary fields used as size-by/color-by or displayed in the innermost rectangle.

• 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.

Style

Specifies the style of the report.

Styles

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

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