View a custom report
The custom report viewer consists of five areas: Main toolbar, Design toolbox, Report panel, Side panel, and Status bar.
When you run a report with Report Designer, the report appears in a report viewer. The report viewer consists of five areas:
- Main toolbar - allows you to perform actions such as opening, saving and exporting documents, tracking data changes, and displaying the report outline
- Design toolbox - allows you to perform report design and analysis tasks
- The design toolbox is located at the top of the report viewer, next to the main toolbar. To open the design toolbox in a standard report, click Design.
The toolbox allows you to format a report and consists of the following tabs:- Design toolbox
The design toolbox is only available for users with Report Designer.
- The design toolbox is located at the top of the report viewer, next to the main toolbar. To open the design toolbox in a standard report, click Design.
- Report panel - displays the reports in a document
- Side panel - groups several panes that provide different views of the current document
- Status bar - allows you to perform actions such as data tracking or moving through pages in a multi-page report
- If you do not see a status bar, then right-click the area where the status bar should appear. A menu will open. Click Status bar. The status bar will now display.
- Custom reports: Report viewer - Example
- Main toolbar
- The main toolbar allows you to perform actions such as opening, saving, and exporting documents, tracking data changes, and displaying the report outline in WorldShare Report Designer.
- Design toolbox: Report Elements tab
- Learn about the actions available from the Report Elements tab in WorldShare Report Designer.
- Design toolbox: Formatting tab
- Learn about the actions available from the Format tab in WorldShare Report Designer.
- Design toolbox: Data Access tab
- Learn about the actions available from the Data Access tab in WorldShare Report Designer.
- Design toolbox: Analysis tab
- Learn about the actions available from the Analysis tab in WorldShare Report Designer.
- Design toolbox: Page Setup tab
- Learn about the actions available from the Page Setup tab in WorldShare Report Designer.
- Side panel
- The side panel provides a way to quickly add or remove certain criteria from a report, change output, and pull different data into a report in WorldShare Report Designer.
- Status bar
- The status bar allows you to perform actions such as activating data tracking or moving through pages of a multi-page report in WorldShare Report Designer.