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概要
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The Output step of the Report Builder has two different functions, based on the status of the report:
- Draft: when a report is in draft mode, the Output step provides formatting functionality to allow the report writer to change the display of the table, and define the multi-chart canvas if required.
- Active: when a report is active, the Output step of the builder provides report action functionality, along with the option for appropriate users, based on role permissions, to place the report back into draft mode and edit various components. Report actions include exporting, sharing, and broadcasting the report.
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レポートビルダーの「表示」ステップには、レポートの状態に基づいて2つの異なる機能があります。
- ドラフト(編集中): レポートがドラフト(編集中)モードの場合、「表示」ステップでは、レポート作成者が表の表示を変更し、必要に応じてマルチグラフのキャンバスを定義できる書式機能が提供されます。
- 有効: レポートが有効な場合、ビルダーの「表示」ステップでは、レポートをドラフト(編集中)モードに戻し、さまざまな要素を編集するためのレポートアクション機能およびロール権限に基づく適切なユーザー向けのオプションが提供されます。レポートアクションには、レポートのエクスポート、共有、ブロードキャストなどがあります。
ドラフト(編集中):「表示」ステップ
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Icon アイコン | Menu Item メニュー項目 | Description 説明 | ||||
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| レポート | このリンクを使用して、 レポート のメニュー項目(「保存」、「名前を付けて保存」、「変更を元に戻す」、「削除」など)にアクセスできます。
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| データ | Report | This link allows you to access the Report menu items, including Save, Save As, Undo Changes, and Delete.
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| Data | This link takes you to the Data step of the builder.
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| グラフCharts | This link takes you to the Charts step of the builder.
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| 関連レポートRelated Reports | This link takes you to the Related Reports step of the builder.
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| 表示Output | This link takes you to the Output step of the builder.
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| エクスポートExport | You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print.
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| 表の非表示化Hide Table | This allows you to hide the tabular display in the report, showing only chart(s). | ||||
| 表の表示Show Table | This allows you to display a hidden table in the report output, showing chart(s) and table. | ||||
| レポートの書式Report Formatting | This menu allows you to apply formatting changes that affect the report as a whole.
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| カラム(列)の書式Column Formatting | This menu allows you to apply formatting changes that affect a single field, rather than the whole report.
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| 条件付き書式Conditional Formatting | This menu allows you to apply alerts to a field based on defined conditions.
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| セクションの書式Section Formatting | This menu allows you to apply formatting changes that affect to the way sections are displayed.
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| 関連レポートの書式Related Reports Formatting | This menu allows you to apply formatting changes that affect the way マルチ表示レポート are displayed.
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| フィルターの書式Filter Formatting | This menu allows you to apply formatting changes that affect the way filters are displayed.
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| 注釈Annotation | This menu allows you to view and create annotations.
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| KPI | This menu allows you to change the output to a KPI report display for use on a KPI Dashboard Tab.
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| サマリーSummary | This menu allows you to create a summary of the report's key metrics and category breakdowns.
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| 詳細Details | This menu allows you to view a useful collection of Report, Column, and SQL information.
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| ビルダーを閉じるClose Builder | This button closes the builder and returns you to your previous location. | ||||
| 「レポート一覧」パネルReport List Panel | This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page 閲覧ページ. | ||||
| マルチグラフのキャンバスMulti-Chart Canvas | This panel is available when multiple charts マルチグラフ have been created on the Charts グラフ step of the builder. It allows you to configure your Multi-Chart Canvas. マルチグラフのキャンバス.
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Active Output Step
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Icon | Menu Item | Description |
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| Report | This link allows you to access the Report menu items, including New, Copy, and Delete.
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| Edit | This link allows you to access the Edit menu items, including Data, Charts, Related Reports, Output, and Name & Description. |
| Export | You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print.
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| Share | This menu allows you to share this report with others through the use of Distribution, Email, and Embedding.
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| Broadcast | This menu allows you to schedule this report to be sent to users via Broadcast, FTP, and Subscriptions.
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| Favourite | This button allows you to add a report to your Favourites list for quick access. |
| Bookmark | This menu allows you to create Bookmarks, Snapshots, and new versions of a report.
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| Annotation | This menu allows you to view and create annotations.
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| Details | This menu allows you to view a useful collection of Report, Column, and SQL information.
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| Close Builder | This button closes the builder and returns you to your previous location. |
| Report List Panel | This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page. |
| Comments Panel | This panel allows you to view, create, and manage comments made on the report.
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