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Studio Reports Interface
Document toolboxDocument toolbox

Studio Reports Interface

Owned by Sarabjeet Kaur
Dec 19, 2024
13 min read

Interface

Open Intellicus Desktop Studio installed on your system. Like any other desktop application, Intellicus Desktop Studio has menus, toolbars, status bar and the area where other panes open.

Figure 1: Intellicus Studio screen

The canvas area of Intellicus Desktop Studio consists of the following panes:

  1. Explorer pane on which can you select the fields. Figure 2: Explorer Pane

    • Fields list which can be placed on a report. This list contains fields (coming from database tables, or xml file), user parameters selected for the report, Formulas as well as system parameters.Figure 3: Fields List

    • Properties pane which displays a list of properties and the values of properties related to the control selected from canvas.Figure 4: Properties Pane

    • Report Design pane which displays only those properties that are applicable for the selected control.  Description of the selected property is available at the bottom of the list.  The list can be arranged by the order (ascending order or descending order of property name) or arranged in groups.Figure 5: Report Design pane

    • Layout pane on which the canvas is located. Report controls are placed on canvas.Figure 6: Layout pane

 

The Explorer window displays all the sections and their controls in a hierarchy. If you select any value in this window, that value will get selected in the layout pane. Click View -> Explorer to show/ hide this window.

Figure 10: The layout editor

Fields Pane

The field window displays all the fields from the selected tables, along with the defined parameters if any.

In order to update the fields listed in this window, you need to click Refresh Fields button or from View menu, click Refresh Fields option to get the updated values displayed in this window. You can simply drag the fieldnames from this window to the report layout pane.

When you drag a field from Fields List, Intellicus will also place its caption in the header section.

Click View > Fields to show / hide this window.

Layout Pane (Layout Window)

The layout pane contains the broad sections under which the fields will be arranged. To add fields to this pane drag the fields into this pane from the field window. You can also insert parameter values, and field controls to this pane.

To change any properties of the added controls (fields), click that control and change its properties from the Properties list.

Properties Pane

You can modify/ view the property set for the controls / sections on the layout pane for each selected object.

Click View > Properties to show/hide this window.

Menus

Intellicus Desktop Studio menu bar has the following options:

Figure 5: Intellicus menu bar

Below table shows the sub menus and their description:

 

Tab

Sub-menu and Description

File

·  New: Use this option to create a new report. Click SQL Report that will get data from a database.

 

·  Open: To open an existing report (.irl file).

·  Close: To close the open report file.

·  Save: To save the report format file.

·  Save As: To save the open report file at a specific location with same or different name.

· Page Setup: To carry out print related settings.

·  Dashboard Page Setup: To set the page dimensions when the report will be used on a dashboard.

·  Print Preview: To preview the report.

·  Import: To import a crystal report in Intellicus.

·  Recent Files: To see list of recently opened files.

·  Exit: To exit from Intellicus Desktop Studio.

Edit

·  Sub Report: To edit the existing sub report.

 

·  Undo: To Undo the last action.

·  Cut: To remove the selected object from its existing location (to be placed at some other location).

·  Copy: To copy the selected object from its existing location (to be placed at some other location).

·  Paste: To place the object that was copied or cut earlier.

·  Delete: To delete selected (one or more) objects.

·  Delete Section: To delete selected section.

View

·  Design: To switch over to Design View from the Preview.

 

·  Preview: To preview the report being designed.

·  Properties: To hide / show properties list.

·  Explorer: To make the Explorer window disappear and appear.

·  Fields: To make the Fields window disappear and appear.

·  Refresh Fields: To refresh the field list.  You may click this option after making changes in an SQL query.

·  Full Screen: To get a full screen view for Layout Editor. To come back to Normal View, right click on a report band, and click the Full Screen option.  This option is not available for while previewing a report.

·  Grid: To toggle between making a grid visible or Invisible.

·  Toolbars: A mouse hover on this option opens a sub menu with options for Standard, Format, Status Bar and Toolbox. A click on an option will make the corresponding toolbar visible / invisible.

Insert

·  Section: Use this sub menu to insert a Report Header/Footer, a Page Header/Footer and Group Header/Footer in the report. Click its option Re-Arrange Groups to rearrange groups.

 

·  Controls and Object related menu options: This includes options to insert Label, Field, Check box, Page Break, Line, Shape, Image, Frame and a Rich Text Box in the report layout.

·  Sub Report: Use this option to insert a sub-report in the report layout.

·  Cross Tab: Use this option to insert a cross-tab control on the report layout.

·  Chart: Use this option to insert a chart control on the report layout.

·  Caption: Use this option to insert caption of the field whose associated caption is not present.

·  Summary Field: Use options under this sub-menu to select and insert a summary field on all the group footers.

·  Date / Time: Use this option to insert a Date / Time control on the report layout.

·  Page Numbers: Use this option to insert page number control on the report layout.

Format

·  Align: Use this sub menu to align selected controls to Left, to Center, to right, towards top, middle or bottom or align with the grid.

 

·  Size: Use this sub menu to re-arrange all the selected controls to have the Same Width, Same Height or both.

·  Horizontal Spacing: Use this sub menu to set horizontal spacing among two or more selected controls, as Equal, Increase, Decrease.

·  Vertical Spacing: Use this sub menu to set vertical spacing among two or more selected controls, as Equal, Increase, Decrease.

·  Paint Properties: To apply format properties to selected control(s).

·  Bring to Front: Use this menu option to bring the selected control to front. This control will overlap all other controls.

·  Send to Back: Use this menu option to bring the selected control to back. All other controls will overlap this control.

·  Styles: Use this menu option to get Styles dialog box.

·  Conditional Formatting: Use this menu option to get Conditional Formatting dialog box.

·  Notifications: Use this menu option to get Notifications dialog box.

·  Hyperlink: Use this menu option to get Hyperlink Options dialog box.

·  Lock Layout: To lock all the controls on the report to their respective locations. This is a menu option with toggle effect.

Tools

·  Connections: Use this menu option to set database connection for the open report. All types of connections will be available here, including OLAP type and others.

 

·  Parameters: If the report needs one or more run time parameters at run time, use this menu option to get Parameters dialog box. Setup parameter information on this dialog box.

·  Parameters Form Layout: Use this option to open Parameters Form Layout dialog and specify layout details for Input Parameters Form (IPF).  IPF opens at runtime when a report having user-parameter is executed.

·  SQL Designer: When the report being developed gets data from an SQL source, use this menu option to get SQL Editor dialog box. Setup SQL related details on this dialog box.

·  Scripting: Use this option to open Script Editor.

·  Formula Fields: Use this option to open Formula Fields dialog box.

·  Conditions: Use this option to open Conditions dialog box to design report conditions.

·  Report Properties: Opens Report Properties dialog box.

·  Field Properties: Opens Field Properties dialog box.

·  Options: Opens a dialog box to specify system and custom design.

Server

·  Upload Report: To upload a report to the report server.

 

·  Download Report: To download a report (.irl file) from the Intellicus report server.

Window

·  Upload Report: To upload a report to the report server.

 

·  Download Report: To download a report (.irl file) from the Intellicus report server.

·  Tile Horizontally: Place all open reports one below other.

·  Tile Vertically: Place all open reports side by side.

·  Cascade: To place all open report over each other in cascading fashion. This way only the topmost report is visible. Title bar of all the report is visible. A title bar can be clicked to bring it to front.

·  Close All: To close all the report files.

Help

·  Contents: To launch Online Help of Intellicus Desktop Studio.

·  About: To know about the version of the Intellicus Desktop Studio that you are using.

Toolbars

Intellicus Desktop Studio provides three types of toolbars (Standard, Format, and Toolbox) to work with. You can use the toolbar buttons as a shortcut for doing routine tasks. However, these options are also available in the menu.

Buttons available on the standard toolbar are:

  • (New Report): To start work on a new report layout.  A click on SQL will open a new SQL based report layout.

  • (Open Report): To open an existing report layout.

  • (Save Report): To save the open (active) report layout.

  • (Save Report As): To save the open report layout at a specific location with same or different name.  If you are saving the open report layout for the first time, even if you click  button, Save As dialog box will open.

  • (Upload): To upload the open report layout to the server with which Intellicus Studio is connected.

  • (Download): To download a report layout from the server with which Intellicus Studio is connected.

  • (Report Wizard): To open Report Wizard dialog box.

  • (Page Setup): To open Report Settings dialog box.  On this dialog box, you can do page dimension, printer selection, grid settings and style related settings.

  • (Dashboard Page Setup): To set the page dimensions when the report will be used on a dashboard.

  • (Report Properties): To open Properties dialog box.  On this dialog box you can Engine (server), summary information, Security etc. related settings.

  • (Field Properties): To open Field Properties dialog box.  On this dialog box you can specify date type field’s Time Zone related property values.

  • (Cut): To cut the selected control(s).

  • (Copy): To copy the selected control(s).

  • (Paste): To paste the selected control(s) on the selected section.

  • (Delete): To delete the selected control(s).

  • (Undo): To undo actions taken on Report Layout form.

  • (Connection): To set the default connection with database.

  • (Parameters): To open parameter dialog box.

  • (Parameters Form Layout): To open Parameters Form Layout dialog box.

  • (SQL Designer): To open SQL Designer dialog box.

  • (Formula Fields): To place a summary function in group-footer section(s). Click the  button to get options for all the summary function, followed by selecting a function from the options available.

  • (Scripting): To open Script Editor dialog box.

  • (Conditions): To open Conditions dialog box.

  • (Refresh Fields): To refresh the Fields window.

Format toolbar

  • (Styles): To open Styles dialog box.

  • (Conditional Formatting): To open Conditional Formatting dialog box.

  • (Notifications): To open Notifications dialog box.

  • (HyperLink): To open Hyperlink Options dialog box.

  • (Align): To align all the selected controls with respect to the one that was selected last.

  • (Size): To adjust the size of selected controls. By default, a click on the button will affect width.  Click  to get a list of options.  Size will be made equal with that of the control that was selected last.

  • (Vertical Spacing): To adjust vertical spacing among selected controls. By default, a click on the button will increase vertical spacing.  Click  button to get a list of options. Increase or decrease of spacing will move the controls downwards and upwards respectively.

  • (Horizontal Spacing): To adjust horizontal spacing between selected controls. By default, a click on the button will increase horizontal spacing. Click  to get a list of options. Increase of decrease of spacing will move the controls towards right and left respectively.

  • (Paint Properties): To apply format properties to selected control(s).

  • (Bring To Front): To bring the selected control front.

  • (Send To Back): To push the selected control to back.

  • (Lock Layout): To fix the control where they are.

Toolbox

  • (Select): To return to selection mode.

  • (Label): To select Label control.

  • (Field): To select Field control.

  • (Check Box): To select Check box control.

  • (Barcode): To select Barcode control.

  • (Databar): To select Databar control.

  • (Line): To select Line control.

  • (Shape): To select Shape control.

  • (Frame): To select Frame control.

  • (Image): To select Image control.

  • (Page Break): To select Page Break control.

  • (Sub-Report):  To select a Sub-Report control.

  • (Cross-Tab): To select a Cross-Tab control.

  • (Chart):  To place a Chart control.

  • (Add Groups): To add a group.  It will insert a group header, group footer and also create summary fields in respective sections for all the numeric fields available at that time in detail section.

  • (Re-Arrange Groups):  To get a dialog box for re-arrangement of groups.

  • (Caption): To insert caption in header section (as the field name) for a field selected in detail section.

  • (Summary Field): To place summary fields on all the group footers.

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