Report Editor Overview

The report editor:

  • adds a template view per chapter according to report data and template settings

  • creates and displays selected information from report data

  • edits chapters layout

  • defines templates (chapters can be saved in a template format which are stored in template library)

  • generates a PDF report

The report editor is divided into 6 areas:

Ribbon

The ribbon gives the ability to:

  • Undo and redo the last report changes.

  • Display the Live Preview, allowing to check the result of the template edition without generating the pdf.

  • Add texts or images to the Data panel. These data are inserted to the current project. If necessary, they can be saved in your settings by pinning them. They also can be embedded in a template simply by using them before exporting the template.

  • Manage the template library settings.

  • Generate your PDF report.

  • Export labels tables into .csv files.

Options and layout panels

In these panels, you can modify global settings (report layout) and settings related to objects which have been added to the template view (images, scene and tables options).

See also Layout panel and Options panel.

Chapters panel

In the chapters panel, you can add, remove or sort the chapters as you want. You can also select, modify and save the template corresponding to the chapter.

See also Chapters panel.

Text toolbar

With the text toolbar, you can customize selected texts.

See also Manage texts.

Template view

The template view is an edition and a preview windows of your report.

Data panel

The data panel collects all available data from the current project.

See also Data panel.