Intellicus Enterprise Reporting and Business Insights 19.0

Menus

0 views June 28, 2020 0

Intellicus Desktop Studio menu bar has the following options:

menu bar
Figure 5: Intellicus menu bar

Below table shows the sub menus and their description:

Tab Sub-menu and Description
File ·  New: Use this option to create a new report. Click SQL Report that will get data from a database.

·  Open: To open an existing report (.irl file).

·  Close: To close the open report file.

·  Save: To save the report format file.

·  Save As: To save the open report file at a specific location with same or different name.

· Page Setup: To carry out print related settings.

·  Dashboard Page Setup: To set the page dimensions when the report will be used on a dashboard.

·  Print Preview: To preview the report.

·  Import: To import a crystal report in Intellicus.

·  Recent Files: To see list of recently opened files.

·  Exit: To exit from Intellicus Desktop Studio.

Edit ·  Sub Report: To edit the existing sub report.

·  Undo: To Undo the last action.

·  Cut: To remove the selected object from its existing location (to be placed at some other location).

·  Copy: To copy the selected object from its existing location (to be placed at some other location).

·  Paste: To place the object that was copied or cut earlier.

·  Delete: To delete selected (one or more) objects.

·  Delete Section: To delete selected section.

View ·  Design: To switch over to Design View from the Preview.

·  Preview: To preview the report being designed.

·  Properties: To hide / show properties list.

·  Explorer: To make the Explorer window disappear and appear.

·  Fields: To make the Fields window disappear and appear.

·  Refresh Fields: To refresh the field list.  You may click this option after making changes in an SQL query.

·  Full Screen: To get a full screen view for Layout Editor. To come back to Normal View, right click on a report band, and click the Full Screen option.  This option is not available for while previewing a report.

·  Grid: To toggle between making a grid visible or Invisible.

·  Toolbars: A mouse hover on this option opens a sub menu with options for Standard, Format, Status Bar and Toolbox. A click on an option will make the corresponding toolbar visible / invisible.

Insert ·  Section: Use this sub menu to insert a Report Header/Footer, a Page Header/Footer and Group Header/Footer in the report. Click its option Re-Arrange Groups to rearrange groups.

·  Controls and Object related menu options: This includes options to insert Label, Field, Check box, Page Break, Line, Shape, Image, Frame and a Rich Text Box in the report layout.

·  Sub Report: Use this option to insert a sub-report in the report layout.

·  Cross Tab: Use this option to insert a cross-tab control on the report layout.

·  Chart: Use this option to insert a chart control on the report layout.

·  Caption: Use this option to insert caption of the field whose associated caption is not present.

·  Summary Field: Use options under this sub-menu to select and insert a summary field on all the group footers.

·  Date / Time: Use this option to insert a Date / Time control on the report layout.

·  Page Numbers: Use this option to insert page number control on the report layout.

Format ·  Align: Use this sub menu to align selected controls to Left, to Center, to right, towards top, middle or bottom or align with the grid.

·  Size: Use this sub menu to re-arrange all the selected controls to have the Same Width, Same Height or both.

·  Horizontal Spacing: Use this sub menu to set horizontal spacing among two or more selected controls, as Equal, Increase, Decrease.

·  Vertical Spacing: Use this sub menu to set vertical spacing among two or more selected controls, as Equal, Increase, Decrease.

·  Paint Properties: To apply format properties to selected control(s).

·  Bring to Front: Use this menu option to bring the selected control to front. This control will overlap all other controls.

·  Send to Back: Use this menu option to bring the selected control to back. All other controls will overlap this control.

·  Styles: Use this menu option to get Styles dialog box.

·  Conditional Formatting: Use this menu option to get Conditional Formatting dialog box.

·  Notifications: Use this menu option to get Notifications dialog box.

·  Hyperlink: Use this menu option to get Hyperlink Options dialog box.

·  Lock Layout: To lock all the controls on the report to their respective locations. This is a menu option with toggle effect.

Tools ·  Connections: Use this menu option to set database connection for the open report. All types of connections will be available here, including OLAP type and others.

·  Parameters: If the report needs one or more run time parameters at run time, use this menu option to get Parameters dialog box. Setup parameter information on this dialog box.

·  Parameters Form Layout: Use this option to open Parameters Form Layout dialog and specify layout details for Input Parameters Form (IPF).  IPF opens at runtime when a report having user-parameter is executed.

·  SQL Designer: When the report being developed gets data from an SQL source, use this menu option to get SQL Editor dialog box. Setup SQL related details on this dialog box.

·  Scripting: Use this option to open Script Editor.

·  Formula Fields: Use this option to open Formula Fields dialog box.

·  Conditions: Use this option to open Conditions dialog box to design report conditions.

·  Report Properties: Opens Report Properties dialog box.

·  Field Properties: Opens Field Properties dialog box.

·  Options: Opens a dialog box to specify system and custom design.

Server ·  Upload Report: To upload a report to the report server.

·  Download Report: To download a report (.irl file) from the Intellicus report server.

Window ·  Upload Report: To upload a report to the report server.

·  Download Report: To download a report (.irl file) from the Intellicus report server.

·  Tile Horizontally: Place all open reports one below other.

·  Tile Vertically: Place all open reports side by side.

·  Cascade: To place all open report over each other in cascading fashion. This way only the topmost report is visible. Title bar of all the report is visible. A title bar can be clicked to bring it to front.

·  Close All: To close all the report files.

Help ·  Contents: To launch Online Help of Intellicus Desktop Studio.

·  About: To know about the version of the Intellicus Desktop Studio that you are using.