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We will cover the following topics in this article:

• The Layout Editor presentation
• Designing a Layout
• Export options

The Layout Editor

First, you have to choose a predefined layout from the Create Report Interface. As you can see in the following screenshot, this interface displays a list of predefined layouts:

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You can add your own predefined layouts to this list and make them available for your later use or even for all the users.

After choosing a layout from the Basic Templates or the Shared Templates group, the Layout Editor Interface is displayed.

Designing a Layout

In the Layout Editor Interface, as shown in the following screenshot, you have tools to perform activities such as:

• Insert a component: Select the desired component from the Components pane on the left or from the Insert tab of the toolbar and drag-and-drop it into the design area
• Set component properties: Set the component properties from the Properties pane on the left or from the component-specific tab of the toolbar (only the most commonly used components)
• Insert a data element: Drag the element from the Data Source pane to the design area
  • Drop Value Here
  • Drop Label Here
  • Drop Series Here

3180EN_05_02 image 02(within bullets)

As shown in the preceding screenshot, a precise dropping area is marked. For example, in a chart you have the following marked areas:

• Set page layout options: In order to set the page layout options, use the Page Layout tab and the Properties pane
• Save the Layout: Use the activity icons from the toolbar on the right side

In the following sections, a few elements will be inserted to complete our report design. You will also see the steps that you need to follow when inserting and setting the properties of these components.

Text elements

In order to make changes in the settings of Text elements, follow the steps given here:

• Click on the Insert tab and choose the Text Item component from the toolbar, as shown in the following screenshot:

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• Click on the Text tab and set a font color for your text using the Font Color icon from the toolbar, as shown in the following screenshot:

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• Set the text margins using the Properties panel, as shown in the following screenshot:

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In this way, we obtain the desired report title, as you can see in the following screenshot:

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In order to insert data elements in our report’s components, we will use the following Data Model:

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Charts

In order to create Charts, follow the steps given here:

• Click on the Insert tab and choose the Chart component from the toolbar, as shown in the following screenshot.
• Select the newly inserted chart and go to the Chart tab on the toolbar to set the chart type (Vertical Bar in this example) and the chart style (Project in this example).
• Drag the LOAN_PERIOD and the PRICE fields from the Data Source (from the left pane) over the Drop Value Here area of the design view.
• Drop the TITLE field from the Data Source over the Drop Label Here area:

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Data tables

In order to create Data tables , follow the steps given here:

• Click on the Insert tab and choose the Data Table component from the toolbar, as shown in the following screenshot.
• Drag the fields LOAN_DATE, LOAN_PERIOD, TITLE, and YEAR from the Data Source over the area marked as Drop a Data Item Here.
• Select the LOAN_DATE column and in the Properties pane set the Formatting Mask to yyyy-mm-dd.
• For each column of the table, enter a suitable value for Width, in the Properties pane. For example, the fi rst column has a width of 1.00 inch:

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