Intellicus Enterprise Reporting and Business Insights 19.1

Toolbars

0 views June 28, 2020 0

Intellicus Desktop Studio provides three types of toolbars (Standard, Format, and Toolbox) to work with. You can use the toolbar buttons as a shortcut for doing routine tasks. However, these options are also available in the menu.

Buttons available on the standard toolbar are:

  • New Report (New Report): To start work on a new report layout.  A click on SQL will open a new SQL based report layout.
  • Open Report (Open Report): To open an existing report layout.
  • Save Report (Save Report): To save the open (active) report layout.
  • Save Report As (Save Report As): To save the open report layout at a specific location with same or different name.  If you are saving the open report layout for the first time, even if you click save as icon button, Save As dialog box will open.
  • upload (Upload): To upload the open report layout to the server with which Intellicus Studio is connected.
  • Download (Download): To download a report layout from the server with which Intellicus Studio is connected.
  • Report Wizard (Report Wizard): To open Report Wizard dialog box.
  • Page Setup (Page Setup): To open Report Settings dialog box.  On this dialog box, you can do page dimension, printer selection, grid settings and style related settings.
  • Dashboard Page Setup (Dashboard Page Setup): To set the page dimensions when the report will be used on a dashboard.
  • Report Properties (Report Properties): To open Properties dialog box.  On this dialog box you can Engine (server), summary information, Security etc. related settings.
  • Field Properties (Field Properties): To open Field Properties dialog box.  On this dialog box you can specify date type field’s Time Zone related property values.
  • Cut (Cut): To cut the selected control(s).
  • Copy (Copy): To copy the selected control(s).
  • Paste (Paste): To paste the selected control(s) on the selected section.
  • Delete (Delete): To delete the selected control(s).
  • Undo (Undo): To undo actions taken on Report Layout form.
  • Connection (Connection): To set the default connection with database.
  • Parameters (Parameters): To open parameter dialog box.
  • Parameters Form Layout (Parameters Form Layout): To open Parameters Form Layout dialog box.
  • SQL Designer (SQL Designer): To open SQL Designer dialog box.
  • Formula Fields (Formula Fields): To place a summary function in group-footer section(s). Click the arrow button to get options for all the summary function, followed by selecting a function from the options available.
  • Scripting (Scripting): To open Script Editor dialog box.
  • Conditions (Conditions): To open Conditions dialog box.
  • Refresh Fields (Refresh Fields): To refresh the Fields window.

Format toolbar

  • Styles (Styles): To open Styles dialog box.
  • Conditional Formatting (Conditional Formatting): To open Conditional Formatting dialog box.
  • Notifications (Notifications): To open Notifications dialog box.
  • HyperLink (HyperLink): To open Hyperlink Options dialog box.
  • Align (Align): To align all the selected controls with respect to the one that was selected last.
  • Size (Size): To adjust the size of selected controls. By default, a click on the button will affect width.  Click arrow to get a list of options.  Size will be made equal with that of the control that was selected last.
  • Vertical Spacing (Vertical Spacing): To adjust vertical spacing among selected controls. By default, a click on the button will increase vertical spacing.  Click arrow button to get a list of options. Increase or decrease of spacing will move the controls downwards and upwards respectively.
  • Horizontal Spacing (Horizontal Spacing): To adjust horizontal spacing between selected controls. By default, a click on the button will increase horizontal spacing. Click arrow to get a list of options. Increase of decrease of spacing will move the controls towards right and left respectively.
  • Paint Properties (Paint Properties): To apply format properties to selected control(s).
  • Bring To Front (Bring To Front): To bring the selected control front.
  • Send To Back (Send To Back): To push the selected control to back.
  • Lock Layout  (Lock Layout): To fix the control where they are.

Toolbox

  • Select (Select): To return to selection mode.
  • Label (Label): To select Label control.
  • Field (Field): To select Field control.
  • Check Box (Check Box): To select Check box control.
  • Barcode (Barcode): To select Barcode control.
  • Databar (Databar): To select Databar control.
  • Line (Line): To select Line control.
  • Shape (Shape): To select Shape control.
  • Frame (Frame): To select Frame control.
  • Image (Image): To select Image control.
  • Page Break (Page Break): To select Page Break control.
  • Sub-Report (Sub-Report):  To select a Sub-Report control.
  • Cross-Tab (Cross-Tab): To select a Cross-Tab control.
  • Chart (Chart):  To place a Chart control.
  • Add Groups (Add Groups): To add a group.  It will insert a group header, group footer and also create summary fields in respective sections for all the numeric fields available at that time in detail section.
  • Re-Arrange Groups (Re-Arrange Groups):  To get a dialog box for re-arrangement of groups.
  • Caption (Caption): To insert caption in header section (as the field name) for a field selected in detail section.
  • Summary Field (Summary Field): To place summary fields on all the group footers.