Report Designer

Report Designer

Further than our Standard Reports and Chat Reporting features, you can create you own reports using the Report Designer.

Basic Entity-Relationship knowledge is required. For data Models see: Team Reviewer/Cloud Reviewer Database.

Report Wizard

The Report Wizard enables you to create reports or modify existing reports based on predefined templates:

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The following is the wizard's navigation structure:

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Data Source Wizard

The Data Source Wizard enables you to add data sources to a report:

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Once a data connection is selected, you can define your DB, JSON or Object Queries and Views or choose existing one. A set of pre-existing Queries and Views is available.

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Report Layout

A report layout consists of Sections (bands) that contain report controls and define their location on document pages:

  • Report Header and Report Footer

    The Report Header is the report's first section (margins are "out-of-page" zones). Use this section to display the report's name, company logo, date of creation, username, etc.

    The Report Footer is placed before the Page Footer and Bottom Margin on the report's last page. You can use the Report Footer section for report summaries or conclusions.

  • Page Header and Page Footer

    These sections are at the top and bottom of every page in a report. They display information that should be printed on every page.

  • Group Header and Group Footer

    These bands are above and below each group.

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The Report Explorer right panel shows a report's structure and provides access to report elements, styles, and data sources.

Localize Reports

The Report Designer enables you to localize a report for different languages and cultures and save localized values to the report file:

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Report Preview

In print preview mode, you will see your report populated with data and broken down into pages:

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Print a Report

When in the Preview mode, you can use toolbar commands to print out your report:

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Export a Report

When in the Preview mode, you can export your report to files in different formats

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