Design toolbox: Report Elements tab

Learn about the actions available from the Report Elements tab in WorldShare Report Designer.

The Report Elements tab consists of the following subtabs:

Report Elements tab

Custom report report elements tab

 Note: If a button is greyed out, it is not available for use.

Tables subtab

This subtab allows you to format a report as a form or a vertical, horizontal, or cross (pivot) table. The table below lists the options available on this subtab.

Item Button Description
Define vertical table

Tables subtab define vertical table button

Allows you to define a vertical table to display data in columns.
Define horizontal table

Tables subtab define horizontal table button

Allows you to define a horizontal table to display data in rows.
Define cross table

Tables subtab define cross table button

Allows you to define a cross table to display data in rows and columns.
Define form

Tables subtab define form button

Allows you to define a form to display data in groups.

Cell subtab

This subtab allows you to add blank objects (for titles), report names, last refresh dates, and other objects to a report. The table below lists the options available on this subtab.

Item Button Description
Blank

Cell subtab blank button

Allows you to insert a blank cell.
Pre-Defined

Cell subtab pre-defined button

Allows you to insert a pre-defined cell such as a document name, query summary, or page number.

Section subtab

This subtab allows you to insert a new section into a report. The table below lists the options available on this subtab.

Item Button Description
Insert Section

Section subtab insert section button

Allows you to insert a new section using one of the report queries.

Chart subtab

This subtab allows you to turn a report into a variety of charts. The table below lists the options available on this subtab. Click the arrow of any chart type to view additional options.

Item Button Description
Insert a Column Chart

Chart subtab insert a column chart button

Allows you to insert a column chart.
Insert a Line Chart

Chart subtab insert a line chart button

Allows you to insert a line chart.
Insert a Pie Chart

Chart subtab insert a pie chart button

Allows you to insert a pie chart.
Insert a Bar Chart

Chart subtab insert a bar chart button

Allows you to insert a bar chart.
Insert a Geo Choropleth Chart

Chart subtab insert a geo choropleth chart button

Allows you to insert a Geo chart.
Insert a Speedometer

Insert a speedometer button

Allows you to insert a speedometer chart.
Insert other chart

Chart subtab insert other chart button

Allows you to insert additional charts, such as Box Plot, Tree Map, and Heat Map.

Tools subtab

This subtab allows you to turn a chart into a table, a table into a chart, or set an object as a section in a report. Click anywhere in the report panel to activate the Tools subtab. The table below lists the options available on this subtab.

Item Button Description
Turn Into

Tools subtab turn into button

Allows you to transform a report element into another report element.
Set the selected object as section

Tools subtab set as section button

Allows you to create a section embedding the current section.

Position subtab

This subtab allows you to order objects (bring to front, set to back, etc.) or align a table. Click anywhere in the report panel to activate the Position subtab. The table below lists the options available on this subtab.

Item Button Description
Order

Position subtab order button

Allows you to bring the selected element to the front.
Align

Position subtab align button

Allows you to align elements in the report.

Linking subtab

This subtab allows you to insert hyperlinks into a report. The table below lists the options available on this subtab.

Item Button Description
Linking

Linking subtab linking button

Allows you to add a link to a web page.
Document

Linking subtab document button

Allows you to add a link to a document.
Element

Linking subtab element button

Allows you to add an element tooltip.

Table Layout subtab

This subtab allows you to insert breaks, blank rows, and blank columns. It also allows you to manage headers and footers. Click anywhere in the table to activate the Table Layout subtab. The table below lists the options available on this subtab.

Item Button Description
Break

Table layout subtab break button

Allows you to insert a break to group results on a table.
Insert

Table layout subtab insert button

Allows you to insert a row or column.
Header

Table layout subtab header button

Allows you to display or hide a header.
Footer

Table layout subtab footer button

Allows you to display or hide a footer.

Behaviors subtab

This subtab allows you to hide columns, manage page breaks, and The table below lists the options available on this subtab.

Item Button Description
Hide

Behaviors subtab hide button

Allows you to hide or display sections and dimensions.
Page Break

Behaviors subtab page break button

n/a
Repeat

Behaviors subtab repeat button

Allows you to repeat a header on every page of a report.