When a report is run in HTML/ or iHTML format, the HTML Viewer appears at the top of the report. As an administrator, you can customize the HTML Toolbar Viewer according toolbar to meet organizational needs. The toolbar has provides options to export, print, publish, email, or upload reports.
To configure the HTML Viewer toolbar settings, go to Navigate > Administration > Configure > ViewerFigure 1: HTML Viewer.
...
Using the HTML Viewer
...
Configuration Page
As a super administrator, you can customize (configure) the HTML Viewer for the following levels:
Default: Applied when no configuration is set, or System the system configuration is lost / or deleted.
System: Applied to all the users /or roles of all the organization for whom custom configuration is not setupacross all organizations where custom configurations are not set.
Organization: Applied to all the users /or roles of within an organization for whom custom configuration is not setupwhere custom configurations are not set.
Users/Roles: Applied specifically to the user /or role for which it is created.
When you open the configuration page, the System configuration is displayed by default. A configuration You can be:
Opened, so that it can be editedOpen a configuration to edit it.
Saved for (and so applied to) Save for one or multiple organizations and users to apply the configuration.
Deleted Delete the configuration for one or multiple organizations and users.
Buttons on Configuration page
Configuration page has following buttons on it:Figure 2: Buttons on Configuration pages
...
Save: To save Saves configuration changes for the System, the selected organization, or the user (the one that is open)currently open.
Save For: To open Opens the Save Configuration dialog, allowing you to select the entities and save apply the changes in to all selected entities.
...
Click the down arrow on the Save button to
...
access the Save For option.
Open: To open Opens the Open Configuration dialog and to select an entity to open and view or edit its configuration information.
Delete: To delete Deletes the currently open configuration information (default or selected entity).
Delete For: To open Opens the Delete Configuration dialog and to select the entities to delete.
...
for deletion. Click the down arrow on the Delete button to
...
access the Delete For option
...
Cancel: To cancel the configuration changes and return to opened / last saved status.
Open Configuration dialog
This Use this dialog is used to select a configuration (System, of an organization, or a user) and open it for edit editing on the Configuration page.Figure 3: Open Configuration dialog
...
Save Configuration
...
Dialog
This Use this dialog is used to save configuration information (set settings made on the Configuration page ) for one or more entities: organizations as well as users. ‘Save Configuration’ dialog opens on clicking , including organizations and users. The Save Configuration dialog opens when you select the Save For option.
Figure 4: Save Configuration dialog
...
Delete Configuration dialog
...
Delete Configuration Dialog
Use this dialog to select one or more organizations as well as or users to and delete configuration for. ‘Delete Configuration’ dialog opens on clicking their configurations. The Delete Configuration dialog opens when you select the Delete For option
Figure 5: Delete Configuration dialog
...
.
Configuring the
...
Viewer
The HTML Viewer toolbar page has these areasToolbar page includes the following sections:
Show: To configure Configure the toolbar group (groups and the their buttons within the group) that should appear on to display in the viewer.
Ad hoc Power Viewer: To configure Configure features related specific to the Ad hoc Power Viewer.
Background Execution Report: You can choose to view or not the Choose whether to display report execution details.
Figure 6: Configuring HTML Viewer toolbar
...
Show
This area contains a box where you can select the section allows you to configure which tool-button group to include on HTML toolbar.To make tool button groups appear on the HTML Viewer ,Toolbar and adjust their sequence.
Steps to Configure Tool-Button Groups:
In the box within under the Show area section, select check box in front of respective the checkbox for the desired tool-button group. The information
The details for the selected group will appear on the right side of the Show area would change and have information related to the tool button group selected.
Specify Configure the details , select options as per needand options for the selected group as needed.
Click Save button to save the apply your changes.
...
Adjusting the Sequence of Tool-Button Groups:
To change the order of tool-button groups on the toolbar
...
or buttons within
...
a group, select
...
the group or button and use the arrow buttons to move it left or right on the toolbar.
...
Backcolor:
...
Choose a background color for the toolbar.
...
Specify the RGB code for the color.
Alternatively, use the color picker to select a color
...
.
...
If the provided color code
...
is invalid,
...
the default color (grey) will be applied by Kyvos Reporting.
UTILITY
Select this checkbox to include utilities related buttons on toolbar.
Figure 7: Getting TOC button on toolbar
...
Use this section to add utility-related buttons to the HTML Viewer Toolbar.
...
Steps to configure Utility buttons:
Select the UTILITY checkbox to enable utility-related buttons.
Choose from the available utility buttons:
ALERTS: Adds an alert indicator button to the toolbar. This button blinks when alerts
...
for the report
...
being viewed are generated.
TOC:
...
Adds a Table of Contents (TOC) button to the toolbar.
In the selection box
...
at the top,
...
select the specific utility buttons
...
EXPORT
...
you want to include on the toolbar.
EXPORT
...
This section allows you to configure export-related buttons on the HTML Viewer Toolbar.
Steps to configure Export buttons:
Select the EXPORT checkbox to enable export-related buttons.
In the selection box
...
at the top, choose the export buttons to include
...
as part of the export
...
functionality.
Figure 8: Configuring Export related buttons on toolbar
...
In Export Options Dialog Sequence, select In this section, you can also configure the export options that should appear in export dialog box. Setting the sequence will decide the sequence of options’ appearance the Export Dialog Box. The sequence in which you set these options will determine their order in the dropdown boxlist.
| Panel | |
|---|---|
|
...
| |||||
Note The Export Options Dialog Sequence will |
...
only take effect when EXPORT_OPTIONS is selected in the selection box |
...
at the top. |
Select Use this check box to include printing related tool buttons on the toolbar.
Figure 9: Print Settings and Print related tool buttons
...
For Print Left Margin, Print Right Margin, Print Top Margin and Print Bottom Margin specify section to add print-related buttons to the HTML Viewer Toolbar.
Select the PRINT checkbox to include print options.
Configure Margins:
Print Left Margin
Print Right Margin
Print Top Margin
Print Bottom Margin
Specify the margin (space to be
...
left blank)
...
in pixels for the left, right, top, and bottom of the page
...
.
...
In the selection box, choose the print-related buttons
...
to include on the toolbar
...
.
PUBLISH
Select Use this check box to include publishing related tool buttons on section to add Publish buttons to the toolbar.
Figure 10: Getting button for Publish on toolbar
...
Select the PUBLISH checkbox to include publishing-related options.
From the selection box, choose the Publish tool button to be
...
added to the toolbar.
Select this check box Use this section to add Email options to the toolbar.
Select the EMAIL checkbox to include email-related tool buttons
...
.
Figure 11: Getting button for email on toolbar
...
From the selection box, choose the Email tool button to
...
include on the toolbar.
UPLOAD
...
Use this section to add Upload options to the toolbar.
Select the UPLOAD checkbox to include upload-related tool buttons
...
.
Figure 12: Getting button for Upload on toolbar
...
From the selection box, choose the Upload tool button to be
...
added to the toolbar.
REFRESHDATA
Select this check box to include Use this section to add a Refresh Data button to the toolbar.
Select the REFRESHDATA checkbox to add the button for refreshing the report with the latest data
...
Figure 13: Getting Refresh data tool button
...
.
From the selection box, choose the Refresh Data tool
...
button to
...
include on the toolbar.
NAVIGATION
Select Use this check box to include navigation related tool buttons on section to add Navigation buttons to the toolbar.Figure 14: Configuring Navigation
Select the NAVIGATION checkbox to include navigation-related tool buttons.
...
From the selection box, choose the navigation-related buttons to
...
be added to the toolbar
...
.
REPORT
Select this Use this section to add the Stop button to the toolbar.
Select the REPORT checkbox to include the Stop button on
...
Figure 15: Getting Report button on toolbar
...
the toolbar, which allows users to stop a report's execution.
From the selection box, choose the
...
Stop button to be
...
added to the toolbar.
COMMENTS
Figure 16: Configuring Comments group on toolbar
...
This section allows you to configure the display of comments within reports.
Show comments in new reports: When selected,
...
comments are displayed in unpublished reports.
...
If a comment is added
...
to the report,
...
it will automatically be
...
published as Public
...
for an infinite duration.
Show comments in published reports: When selected,
...
comments are displayed when viewing published reports.
From the selection box, choose the comment-related buttons to
...
be included on the toolbar
...
.
...
You can also set the sequence of the buttons.
Select the GENERATELINK
...
checkbox to include
...
the Generate Links tool button for published report outputs.
Ad hoc Power Viewer
When viewing an Ad hoc Report is viewed in Viewer, you can do much more than just viewing and saving the report. While viewing a report you may want to perform perform additional actions like sorting, grouping or , repositioning columns, or viewing a chart charts in different ways. You can perform such functions dynamically at runtime on reports if These dynamic actions are possible if the Ad hoc Power Viewer is enabled.
Figure 17: Power Viewer features
...
Enable
Enable: Select this checkbox to enable
...
Power Viewer
...
functionalities.
Show Help
...
: Select this checkbox to make the
...
Help icon visible
...
in the viewer.