ActiveReports 10 Server 1 Table of Contents Table of Contents 1-4 ActiveReports 10 Server Designer User Guide 5 Getting Started 5-6 Report Portal 6-9 Mobile Report Portal 9-14 Creating Your First Report 14-18 Previewing Reports 18-20 Previewing Reports in HTML5 Viewer 20-25 Report Concepts 25-26 Interface Elements 26-27 Design Tab 27-29 Report Tab 29-30 Page Tab 30-31 Table Design Tools Tab 31-32 Chart Design Tools Tab 32-33 Image Design Tools Tab 34 Preview Tab 34-35 Data Models 35-36 Filters and Parameters 36 Drill Down and Drill Through 36-37 Themes 37-38 Rendering 38-39 Relative Dates 39-40 Page Headers and Footers 40-41 Working with Tables 41 Table Overview 41-42 Table Data 42-43 Table Filtering 43 Adding Table Filters 43-45 Grouping Table Filters 45-46 Making Interactive Table Filters 46-47 Removing Table Filters 47-49 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 2 Table Grouping 49-50 Changing the Default Grouping 50 Adding a New Group 50-51 Deleting a Group 51-52 Reordering Groups 52-53 Adding a Group Header and Footer 53-54 Collapsing a Group 54-55 Sorting Data 55-56 Table Formatting 56-57 Adding a Table Row 57-58 Deleting a Table Row 58 Adding a Table Footer 58-59 Removing a Table Header 59 Adding a Table Column 59-60 Deleting a Table Column 60 Resizing, Moving, and Deleting Tables 60-64 Changing Table Styles 64 Working with Text and Numbers 64-65 Working with Textboxes 65 Adding a Textbox 65 Formatting Text 65-66 Resizing, Moving, and Deleting Textboxes 66-67 Adding Report Info and Parameters 67-69 Modifying Text in a Table 69 Modifying Text in a Chart 69 Formatting Numbers in Charts and Tables 69-70 Working with Charts 70-71 Chart Overview 71-72 Chart Types 72-73 Switching From One Chart Type To Another 73-74 Chart Data 74 Managing Data Fields 74-76 Managing Categories 76-78 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 3 Managing Series 78-79 Chart Filtering 79-80 Adding Chart Filters 80-81 Grouping Chart Filters 81-82 Making Interactive Chart Filters 82-83 Removing Chart Filters 83-85 Chart Formatting 85 Axis and Scale Labels Formatting 85-86 Title Formatting 86-87 Legend Display Formatting 87-89 Resizing, Moving and Deleting Charts 89-91 Chart Styling 91-92 Working with Images 92 Adding an Image 92-93 Formatting an Image 93 Resizing an Image 93-94 Formatting Image Borders 95-96 Deleting or Moving an Image 96-97 Working with Parameters 97-99 Setting a Parameter in the Preview 99 Scheduling Reports 99-101 Schedule Options 101-103 Relative Dates 103-104 Report History 104-105 Report Versions 105-107 Working with Report Versions 108-111 Report Categories 111-113 Working with Personal Categories 113-118 Caching Reports 118-119 How To 119-120 Add or Remove reports from My Favorites 120-122 Add Page Numbering 122 Create a Table Report 122-123 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 4 Make a Summary Report 123-124 Create a Chart Report 124-125 Toggle the Chart Legend 125 Publish Reports 125-126 Create a Drill-Down Report 126-127 Create a Drill-Through Link 127 Display the Report Name 127-128 Display the Report Run Date 128-129 Display the Parameter Value 129-130 Concatenate Two Values in One Table Cell 130 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 5 ActiveReports 10 Server Designer User Guide ActiveReports Server is a browser-based report designer that enables users without any knowledge of SQL to create reports with charts and tables, filtering, grouping, sorting, and parameters. Note: This help file is for ActiveReports Server Designer. In case you are looking for Administrative features, you can see ActiveReports Server User Guide for more information. In the ActiveReports Server Report Portal Documentation Getting Started A brief introduction to the ActiveReports Server environment with an overview of the terms that are used throughout the product documentation. This topic also provides a step-by-step guide to creating your first tabular report. Report Concepts Learn about the underlying concepts of report design in ActiveReports Server. Working with Tables This topic explains how to work with tables in ActiveReports Server. Working with Text and Numbers Here you will learn about using text in your reports with ActiveReports Server. Working with Charts Here you will learn how to work with charts in ActiveReports Server. Working with Images Find out about using images in your reports in ActiveReports Server. Working with Parameters Discover how to make your reports interactive by using parameters with your table and chart filters. Scheduling Reports Learn about report scheduling and distribution in ActiveReports Server. Report Versions Learn about report versioning in ActiveReports Server. Report Categories Learn about report categories in ActiveReports Server. Caching Reports Learn how and why to modify report cache settings. How To Quickly learn how to perform specific tasks with ActiveReports Server. Licensing Agreement Please see the ActiveReports Server Licensing Agreement on our web site for full details about licensing for each edition. Acknowledgements Microsoft, Windows, Visual Studio, and Microsoft SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Getting Started Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 6 This topic introduces you to the ActiveReports Server Report Portal. Report Portal Learn about the starting point for all reporting tasks in ActiveReports Server. Creating Your First Report Learn the basics of report authoring by following the step-by-step instructions on tabular report creation. Previewing Reports Learn to view the reports you have created in the ActiveReports Server Preview tab. Previewing Reports in HTML5 Viewer Learn about previewing reports in the HTML5 Viewer that provides 3 types of UI options - mobile UI, desktop UI, and custom UI. Report Portal The starting point for all reporting with ActiveReports Server is the Report Portal. The Administrator provides you a link to reach the portal along with a user name and password to log in. Once you are logged in, the Report Portal shows you a list of existing reports that you can preview, design, or delete. The Report Portal consists of the following elements Support ToolBar Elements Name Description in Mobile Portal Quick Access Toolbar - Consists of commonly used commands to perform basic operations. Admin dashboard Allows the End User to access ✓ the Administrator dashboard from the Report Portal. Note: Admin permissions are required to view the Admin dashboard link. Please contact your server administrator to provide you the required permission to access the admin Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 7 dashboard. Log Out Logs out the End User from ✓ ActiveReports Server. ActiveReports Server Allows the End User to open ✓ the ActiveReports Server help documentation. Send Feedback Allows the End User to Send ✓ Feedback related to the product. Categories and Search - Consists of a Categories panel that displays System Categories and Personal Categories, and a Search option that allows End Users to search reports in the Report List. It also contains My Favorites section that displays all your favorite reports. Search Allows the End User to search ✓ reports from a list of existing System and Personal Categories. There are two types of search that are available for the End User. See System Categories and Personal Categories for further details. Search in selected category: Allows users to search their reports in the selected category. Search in all categories - Allows users to search their reports in all the existing categories. Create Allows the End User to create ✘ a new Personal category using the Add/Edit Category dialog box. See Working with Categories for further information. No Category This is a default category. ✓ Reports that are not assigned any categories are listed under this section. Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 8 My Favorites Allows End User to quickly ✓ access the frequently used reports. Reports marked as favorite are listed under the My Favorites section. Report List - This section consists of a list of reports. Report Name, Date, Time and User name are displayed for all the reports in the Report List. Gallery View Displays the list of reports ✘ in the Gallery View mode. List View Displays all the reports in the ✘ List View mode. Sorted by Allows the End User to sort ✓ their reports. Reports can be sorted on, Report Name Modify Date User Name Report Check Box Allows the End User to select ✓ a report from the Report List. New Report Allows the End User to create ✘ a new report. See Create Your First Report for further information. Favorites Allows the End User to add or ✓ remove their reports from the My Favorites section. See Add or Remove reports from Favorites for futher information. Report info Displays the Information tab ✓ that includes information related to the selected report to the right of the Report Portal. Preview report Allows the End ✓ User to preview the output of the report in the ActiveReports Server Viewer. See Site Settings to change the report preview options. Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 9 Design report Displays the selected report in ✘ the Designer. Delete report Deletes the selected report ✘ from the Report List. Report list items: select all or Allows the End User to select ✘ unselect all or clear all the reports in the Report List. Selected reports Displays the count of selected ✓ reports in the Report List.