Reporting Services

Permission to create a new SRS report is determined by the Report designer setup option against the operator.

You can give an operator permission to design new SRS reports by following these steps:

1. Access the Operator Maintenance program and select the operator.

2. Select the Options tab and navigate to the Access section.

3. Enable the Report designer option.

You can create a new report in SYSPRO Web UI (Avanti) or SYSPRO Desktop.

To create a new report in SYSPRO Desktop follow the below steps

1. Open SYSPRO Reporting Services (Program List > SYSPRO Reporting Services).

2. Selecting the File option at the top of the page.

3. Select New SRS Report and follow the steps seen in section 3 below, to create your report.

To create a new report in SYSPRO Web UI (Avanti) follow the below steps:

1. Select the hamburger menu icon to the top left of the page.

2. Within the hamburger menu navigate to Reporting Services > Setup > New Report.

   A New Report popup will be displayed.

3. Under Action select, Create new report.

4. Under Report Type or Report based on select your preferred option between:

   • Standard(Business Object in Desktop)

     This refers to reports that are included by default in the SYSPRO package, for example the Credit Management or the Inventory Journal Report . These reports are based off business objects using the predefined schema as a dataset.
     

   • Custom Datasource

     This refers to reports imported from an external source such as 3rd party or designed in SYSPRO using a data management tool (SQL, Excel, Oracle) as a database connection.

   • GL Financial Report

     This refers to a report previously created using the GL Financial Report Writer reports in SRSGL Financial Report Writer . You can use SYSPRO Reporting Services to convert such a report into a more flexible and dynamic format.

5. Once you’ve finished entering your requirements and details for the report, select Save.

   The Report Designer will automatically be displayed.

When creating a report, you will need to connect to a valid data source before generating a dataset into the Report Designer canvas. Doing so, is important when creating reports from a Custom Datasource.

Follow these steps to generate a dataset:

1. Connecting to the database and adding a data set:

1. Select the Data panel icon (found to the right of the Properties icon).

   You’ll automatically be connected to the database that you are logged into. Your connection will be displayed under Data Sources.

2. Select the +Add button under Data Sets and choose your data from the options provided.

2. An Edit Data Set popup will be displayed.

1. Add the query that will be used to interrogate your data, to the Query section.

   For example:

   An example of a query to select data from a BAQ:
   “select * from your_baqs_name”

2. Select Validate, followed by OK.

   The selected data set will be displayed under Data Sets .

3. Adding Data to the Canvas.

1. Select a format to add the data (such as a table), which can be selected from the Control Box on the left and dragged into the canvas.

   Select an area of the table to add a field from your dataset to the selected area.

2. Alternatively you can select the data directly from the Data Sets section on the right side of the canvas.

   Select the Select Fields icon found to the right of the data set. This will convert every field in your data set to a checkbox item.

3. Once you’ve checked your intended fields, drag your dataset into the canvas.

   A table will be generated displaying your selected fields.

4. Select Save and Preview to view your report.

• On the left of the page, you’ll see a Control Toolbox which can be used to add various items including textboxes, images and tables.

• In the center of the page is the Canvas, where your data can be placed and updated.

• On the right-hand side of the page is the Properties section, which includes Advanced Properties where the layout, preview settings and data can be edited.

Once you've generated a dataset into the Report Designer there are many methods to edit and update it.

• To add details or input to your data, select a field in the canvas and update it as required.

• You can change the font size, put in bold, adjust the alignment, save or preview your work, using the toolbar at the top of the page.

• To move columns in a table, select a column and drag it to the intended location

• You can further format your data using the Properties tab. Select the fields in your canvas that you wish to format before selecting the Properties tab. Using the Properties tab you can edit your table’s borders, background, and features of your selected text.

• Parameters define rules and criteria for selecting specific data. For instance, a parameter might specify that data related to a particular type of customer will be selected from a dataset.

• Filters apply the rules of parameter to a selected destination.

You can search any function in the expression editor and the syntax or formula will be displayed, as well as a brief description of the function.

Follow these steps to use the Expression Editor:

1. With the Report Designer open, select a field in the canvas where you intend to use a function.

2. Navigate to the Properties tab on the right of the page.

3. Under Common select the data binding button (displayed as a gray square to the right of the Value field).

4. The Expression Editor will be displayed.

   Select the Search field and enter the name of the function you intend to use.

   The function's syntax and description will be displayed.

5. Double-click your intended function displayed under Functions.

6. Enter the required data into the fields displayed under Expression.

7. Select Save and Preview your report.

The lookup function in SYSPRO requires a field from your source and a field from your destination to match the two. Lookups are useful for transferring data from one dataset, to be displayed in another.

Follow these steps to use the lookup function:

1. With the Report Designer open, select a field in the canvas where you intend to perform the lookup.

2. Navigate to the Properties tab on the right of the page.

3. Under Common select the data binding button (displayed as a gray square to the right of the Value field).

4. The Expression Editor will be displayed. Select the Search field and enter lookup. The lookup function's syntax and description will be displayed.

5. Double-click the Lookup button displayed under Functions. The lookup function will be displayed under Expression.

6. Enter your intended data into the fields displayed under Expression.

7. Select Save and Preview your report.

1. Right-click on the report in the Program List and select Design Report.

   The Report Designer will be displayed.

   This option only applies to SYSPRO Desktop and will be visible if your operator is set up to be a report designer.

   In SYSPRO Desktop this feature is found on the Report Form, using the gear on the top right corner.

2. Select the ReportBody tab to change the information in the body of the report.

3. Add a secondary data source to the report:

   1. Select Data to display the data panel and view the data sets and available fields.

   2. If the required data set is not displayed, select Add in the Data panel and select the data source to be used for the new dataset.

      The Edit Data Set widow is displayed.

   3. Add a name for the data set in the Name field of the General section.

   4. Enter the query statement in the Query field.

   5. Select Validate to validate the query statement.

   6. Select OK.

      The custom form fields will be displayed in the Data panel below the data set.
      

4. If a secondary data set is used, you must use a lookup function to link the secondary data set.

   1. Select Properties gear to view the Textbox panel.

   2. At the Value field select the Data Binding option and then select the Expression editor.

      The Common - Value window is displayed.

   3. Select the Lookup function from the Functions drop-down.

      The function will be displayed in the Expression box.

5. Save your changes.

Grouping data refers to creating hierarchies within your selected information.

To group your data:

1. With the Report Designer open, select the field in your canvas that you wish to use as your data heading (grouping) and select the Data panel to the right of the canvas.

2. A handle titled Groups will be displayed. This handle can be used to manage the hierarchy of your groupings.

3. Select the field you intend to group your data with, from your data set.

   Drag the field into the handle, to group the data within your table. Doing so will automatically create a group heading and group footer.

4. Select Save and Preview your report.

A nested table is a table within a table. Nested tables can be used to transport entire tables or grids from one dataset to another.

With the Report Designer open, ensure that both the table you wish to nest and the table that will contain the nested data are displayed on the canvas.

Follow these steps to create a nested table:

1. Select the table you wish to nest.

2. Drag the selected table into a field (or several merged fields) of the table you intend to nest it in.

3. Filter the nested table's data:

   1. Select the cells of the nested table before navigating to the Properties tab to the right of the canvas.

   2. Navigate to the Filters field under Data and select +Add....

   3. The Filters section will be displayed.

      Select the + Add... button to create a filter.

   4. Add the criterion to ensure it filters the required data from your intended data-source into your nested table.

4. Save and Preview your report.

Watermarks can be created in SYSPRO without using layers. However creating a watermark using layers, will ensure you have greater control over which reports the watermark will appear in.
1. Follow these steps to create layers within your report:

1. Launch the Report Designer and select the Report Toolbox bar on the left of the page.

2. Select the Layers function.

   By default, there is only one layer per page.

   Optional: For ease of use, select the “Hide Layer” icon to hide the default layer while adding the watermark.

3. Select the + Add Layer button to create Layer1.

   Using layers you can select which Target Device or type of report the layer will be displayed on or left off.

   With the Layer selected, navigate to the Layer tab under Properties. Under Target Device you can toggle the option to display the selected layer when previewed on Screen, used as an Export or when printed on Paper.

2. Follow these steps to create a watermark on your report:

1. With Layer1 selected, add the item that will contain your watermark to the canvas.

   This container could be an image, textbox, or any option of your choice.

2. Select the container and navigate to the tab (the tab name depends on the selected container, e.g. Textbox if you have selected a textbox container) under Properties.

3. Select Layer1 under Layer Name of the Layout section.

4. To push your watermark to be displayed behind the contents of your report, select the Z-index under Layout and update the value to 0.

5. Select the container in the canvas and add your intended watermark or message.

6. Resize and center the container to ensure it displays as required in your report.

7. Unhide your default layer.

8. Save and Preview your report and ensure your watermark displays as intended.

Drilling through refers to a report, in which each linked section leads to a separate child report, that does not necessarily maintain the format of the initial report (the parent report).

Follow these steps to use the jump-to feature to create a drilled through report:

1. Using the Jump-to functionality.

1. Launch the Report Designer .

2. Select the item in the canvas (your intended section of a plot, table, graph etc.) and navigate to the Properties. Under Properties, the Plot tab will be displayed.

3. Under the Action section of Plot, select the Type field and choose what type of destination you intend for your report to lead to.

   The options available in the drop-down:

   • Jump to Report

   • Jump to Bookmark

   • Jump to URL.

4. Depending on your selection, a new field will be displayed under Type. Select the exact destination you wish your report to link to, such as a specific URL, report, or bookmark.

5. You can add a parameter to parse your data into the linked report.

   Select the + Add button displayed in the Parameters field in the Action section, before adding the details of the parameter.

6. Save the report.

2. Creating a filter for the child report.

To ensure that the jump-to reflects the section of the data that you intend, you may need to add a corresponding filter to the child report.

1. Open the child report and display it in the Report Designer.

2. Navigate to the Data tab and select Add + under Parameters.

3. Select the newly created parameter and enter your intended details.

4. Select the entire table or the portion you wish to filter before selecting the Properties tab to the right of the canvas.

5. Under Tablix the Data tab will be displayed. Select + Add... next to the Filters field.

6. Add the details to the filter.

7. Save the report.

3. Using the drilled through report.

1. Navigate back to the parent report.

2. Select the Preview icon and test the functionality of the jump-to features you've added.

You can use the Import function that is displayed on the toolbar of the SRS Document Templates Maintenance Program: SRSPMT program.

This option is only available to administrators and may not displayed due to security limitations. You can define the group access as Administrator to use this option.

1. With the SRS Viewer open and displaying the report you wish to export, select the Export icon.

   The Export tab will be displayed to you.

   When exporting a report from the SRS Viewer, you’ll be able to use the Advanced Settings of the export function.

   Select the Advanced Settings checkbox under the Export tab to view the full package of export features and options.

2. Select your intended format (such as PDF) and any other options of your choice before selecting the Export button.

   Doing so, will create your report and send it to the downloads folder of your device.

With SYSPRO Reporting Services open:

1. Select the report you wish to export from Available Reports.

2. In the pop-up window, select the Export Report checkbox.

   Next to the checkbox is the Export Options button.

   The options available in Export Options are not as extensive as those available when previewing a report in the SYSPRO Viewer.

3. Select the Process button, once you’ve finalized your selections.

To send a report to the queue using SYSPRO Desktop, follow the below steps:

With SYSPRO Reporting Servicesopen:

1. Select the report you wish to print from Available Reports.

2. Select the Output Options tab before deselecting Preview Report.

3. After deselecting Preview Report select Process.

   Doing so will send the report to the queue.

4. To view the report in the queue navigate to SYSPRO before selecting the Report Queue icon.

To send a report to the queue using SYSPRO Web UI (Avanti) follow the below steps:

1. Select your intended report either through a tile or through the hamburger menu.

2. Select the Add to Queue icon.

3. To view the report in the queue navigate to SYSPRO before selecting the Report Queue icon.

The information is saved in the Jobs and ScheduledJobs tables within the SysproReportingService database.

Program List > SRS Documents > Document Setup

This program lets you maintain document templates that can be linked to document types.

Program List > SRS Documents > Document Setup

This program lets you create and maintain documents and link these to document templates.

We have updated the following sections in this program:

• You can import and export documents, as well as maintain document templates by selecting the Functions option from the toolbar.

• You can specify the output folder where you want to store printed documents by selecting the Configure hyperlink at the Output options field.

• You can view the template used, schema and sample XML by selecting the View hyperlink at the Document details field.

• You can view the operator, date and time details by selecting the View hyperlink at the History field.

SYSPRO Ribbon bar > Home

This program lets you manage, execute (i.e. print, email, export) and schedule all your reports on the server.

• We added the Type field where you can select to view either documents and reports in the queue.

• We added the Additional filters option that lets you filter by document types, dates, times and status.

• The Preview hyperlink lets you preview reports and documents.

• Listviews refresh automatically as you select options.

The Post System Setup Options Business object: COMTSY business object lets you post system setup options for the Setup Options Program: IMPCFG program.

The Query System Setup Options Business object: COMQSY business object lets you query the system options configured within the Setup Options Program: IMPCFG program.

The Report Toolbox contains the Report Explorer, Group Editor and Report Controls that assist in designing reports.

• Report Explorer

  Provides an overview of the hierarchy of added report items. It displays the current selection and allows the selection of other report items.

• Group Editor

  Shows column and row hierarchies of tablix members for currently selected tablix or table data region.

• Layers

  Used to add layers to the report. Use the + Add Layer button to add new layers. A default layer is automatically present in the designer.

• Report Controls

  Includes all the available controls for designing a report, such as textbox, checkbox, container, line, shape, table of contents, image, list, table, tablix, chart, bullet, barcode, etc.

The Menu Bar contains options to undo or redo an action, save a report, preview a report and format a report.

Access and modify the properties of a report or manage data connection using these panels.

• Properties

  Displays the properties of the selected report control in the Design Area. If more than one control is selected, the panel displays their common properties. Use the Collapse/Expand toggle button to view the collections on the Property panel.  If you open any collection on the Property panel for one item, then it will remain open even if you switch to another item and it will collapse for all when you click the collapse option.

• Data:

  Contains options to add datasets, parameters, and common values.

  • Data sets

    Displays the datasets available for designing a report.

  • Parameters

    Allows you to add and modify report parameters.

  • Common Values

    Displays common values such as current date and time, page number, total pages, page N of M, report name, user ID, and user language, to use in your reports.

The Design Area allows you to create and edit reports by simply dragging and dropping the report controls from the Report Toolbox into the Design Area.

The Set Zoom percentage allows you to switch between advanced or basic property mode, specify grid settings and more.

• Grid

  Show or hide grid lines in the Design Area.

• Snap

  Enable or disable report controls to snap to grids and guides when you drag them into the Design Area. You can also specify the size of the grid lines.

• Zoom

  Set the zoom percentage of the Design Area by clicking the zoom-in and zoom-out buttons.

• Grid Unit

  Switch to the measurement unit for the grid lines to centimeters. By default the grid unit is set to inches.

• Properties Mode

  Switch to advanced or basic properties mode. By default basic properties mode is selected.

If you want to fetch data from a data source to be used only in one report and to configure its related data options such as fields, parameters and filters to display only the required information.

With the Report Designer open:

1. Go to the Data panel and click Dataset >  Add.

2. Select the datasource from the list of SYSPRO company Databases and click Add.

3. In the Edit Data Set dialog that appears, provide the Query field, and other settings for the chosen dataset as shown in the next steps.

   1. Enter your intended name of the dataset in the Name field. By default, this field is set to Dataset1. The dataset name should not contain any empty spaces or special characters such ("-", "/", "@", etc).

   2. In the Query field, write a SQL query to extract the data from the data source. (eg. Select * from ExampleData)

   3. Click the Validate button to verify the SQL statement.

      If the SQL query is successfully validated, you will see a count of queried fields against the Bound Fields field. Click the Show Items button to view the entire list of bound fields in the dataset. Field names are the names given to the fields in a dataset, while the data fields are the original names of the fields in the database, which should not be modified or renamed.

4. By default field names show the same names as the data fields. You can modify a field name by replacing its old name with the new name. To delete a field click the Delete icon adjacent to the field name in the list. Deleting a field here will not affect the actual data stored in the data source.

5. Add a calculated field in the dataset to create a new field by applying some calculations to the existing data. You can add a calculated field using the  Add  button.

6. In the  Parameters  field, you can add report parameters and then use the "where" clause in the SQL query to filter the data.

7. To display only relevant data in the report use filtering in the dataset. The  Filters  field is especially useful when you have a data source like XML that does not support query parameters.

8. Click the  Validate  button to verify the dataset definition, and then the  OK  button. The dataset will be added to the report.

Under the Data panel there are two icons displayed next to each dataset. Select the Edit icon to modify the existing details for a dataset by changing its name, parameter value(s), field name(s), filter value(s), and so on. The Delete icon can be used to remove the bound dataset from the report.

The Container control is used to enhance the visual representation of your reports. Container control is used as a container for other report controls and highlights the report controls added to the container. You can also customize the appearance of the container using visual settings like the border, dimensions, background, and layout.

The container control has no specific data associated with it.

Adding a Container

To add a Container control to a report and to add other controls to the Container, follow the below instructions:

1. Navigate to the Report Designer.

2. Drag and drop the Container control onto the designer area from the Designer Toolbar.

3. Using the Inspector Panel on the right side of your screen, customize the appearance of the Container.

4. To add other controls to the Container, drag and drop the control from the Toolbar onto the Container in the Design Area.

Inspector Panel Properties

Common

Property	Description
Name	Add a unique name to the container. Special characters such as period (.), space ( ), forward slash (/), backslash (\), exclamation marks (!), and hyphens (-) are not supported. You can use an underscore (_) in the name of the container

Background & Borders

Property	Description
Color	Select the background color of the container.
Borders	Select the type of border to apply to the container. Border options for containers are: Left, Right, Top, Bottom, and All.
Width	Select the width of the borderline.
Style	Select a style for the border from the following options: Dotted, Dashed, Solid, Double, Groove, Ridge, and Inset.
Color	Select a color for the borderline.

Border

Property	Description
Rounding Radius	Set the radius of the rounded corners. Acceptable radius values range from 1 to 30 points. To set the rounding radius for specific corners, click the Expand button and set the radius of each corner using the input boxes.

Dimensions

Property	Description
Left	Set the left margin of the container.
Top	Set the top margin of the container.
Width	Set the width of the container.
Height	Set the height of the container.

Layout

Property	Description
Style	Select a color theme for the container from the dropdown.
Page Break	Select a page break option (None, Start, End, StartAndEnd, or Between) generated by instances.
New Page	Select an option from to start the content after a page break. The available options are Next, Odd, and Even.

Misc

Property	Description
Page Name	Add a name to the container to use when exporting the report.

Line control is a visual element used to draw horizontal, vertical, and diagonal lines to separate or highlight specific areas within a report. To add a Line control to a report, navigate to the Report Designer before dragging and dropping the Line control onto the Design Area from the Toolbar.

Inspector Panel Properties

Section	Property	Description
Common	Name	Add a unique name to the line control. Special characters such as period (.), space ( ), forward slash (/), backslash (\), exclamation marks (!), and hyphens (-) are not supported. You can use an underscore (_) in the name of the line.
Layout	Start Point X	Set the abscissa at the starting point of the line control.
	Start Point Y	Set the ordinate of the starting point of the line control.
	End Point X	Set the abscissa at the end point of the line control.
	End Point Y	Set the ordinate of the end point of the line control.
Appearance	Line Color	Select a color for the line control.
	Line Style	Set the style of the line control from the dropdown.
	Line Width	Set the width of the line control. The range of the width can be set from 0 to 20.

Shapes are used to highlight a specific area of a report, and no data is associated with them. Unlike the Container control, other controls cannot be placed inside a Shape control.

The Shape control is a graphical element used to add shapes to a report. It includes the following shapes rectangle, rounded rectangle and an ellipse.

To add a Shape control to a report, navigate to the Report Designer and from the Toolbar drag and drop the Shape control onto the Design Area.

Inspector Panel Properties

Section	Property	Description
Common	Name	Add a unique name to the shape control. Special characters such as period (.), space ( ), forward slash (/), backslash (\), exclamation marks (!), and hyphens (-) are not supported. You can use an underscore (_) in the name of the shape.
Background	Color	Select a background color of the shape control.
	Image	Set an image as a background of the shape control using this property. You can add a shared image, an embedded image, or images from a database as a background for the shape control.
Border	Width	Set the width of the border of the shape control. The range of the width can be set from 0 to 20.
	Style	Select a border style for the shape control from the dropdown.
	Color	Select a color for the border of the shape control.
	Shape Style	Select the style of the shape from the dropdown. The following style options are available in the dropdown: Rectangle, RoundRect (Rounded Rectangle), Ellipse
	Rounding Radius	Set the radius of the rounded corners. Acceptable radius values range from 1 to 30 points. To set the rounding radius for specific corners, click the Expand button and set the radius of each corner using the input boxes.
Dimensions	Left	Set the left margin of the shape control.
	Top	Set the top margin of the shape control.
	Width	Set the width of the shape control.
	Height	Set the height of the shape control.
Layout	Style	Select a color theme for the shape control from the dropdown.

The  Image control displays the picture that you want to add in the report. You can use images in various scenarios in the report, like displaying logo images in the report or displaying any product picture in a product list report.

You can use the Image control directly in a report or within a table cell. You can use the images as shared pictures that exist on the portal, as external images that are from any external image resources, and as database images where images are in the database. The supported image formats are BMP, JPEG, GIF, PNG, EMF, WMF, and SVG.

Using Image Control in a Report Designer

This section describes how to use an Image control in a report. Follow the below steps to add an Image control.

1. Navigate to the Report Designer.

2. From the Report Toolbox on the left, drag and drop the Image control onto the Design Area. You can also add it to a table cell.

3. Now you need to set the source of the image. For this, go to the Properties tab and under the Appearance section click the dropdown list Image.

4. You will see the following three options: Shared, Embedded, and Database.

   1. You can select the Shared option and select the desired image from the list. The selected image will be displayed in the Image control.

   2. The image source Embedded refers to the images stored locally on the system that can be embedded into the Report Designer. These are uploaded image files, which are only used by the current report. To add an embedded image:

      1. Select the Embedded option and click the Load icon.

      2. A new window is opened. Navigate to the desired path where the image to be uploaded is stored and select the image.

      3. The selected image will be displayed under the Embedded option.

      4. Select the image from the list and the selected image will be displayed in the Image control on the report.

         The embedded images that are uploaded in the report are available under the Report Layout section on the Properties tab.

   3. The image source Database refers to the images stored in the database which can be used in the reports. If you want to use an Image field in the database, you must bind the Image field.

You can also use the URL address of any image as the image source of the image control by:

1. Setting the Source to External.

2. Setting Value to the URL of an image.

Properties Tab

You can customize the default Image control appearance by setting properties in the Properties tab of the Image control. Properties like adding a border, layout, visibility, etc. can be customized.

Listed below are the common properties.

Table of Image Property Controls

Common

Property	Description
Name	Sets the name of the selected image control.

Action

Property	Description
Type	This sets the action to be taken when clicking the image. The dropdown list has four options.
None	This option means no action is to be taken.
Jump to Report	This option allows you to jump from the current report to another report. You can link any image in the report. When a user clicks the linked image, it will jump to the report linked with that image.
Jump to Bookmark	This option is used for jumping within the current report. You can define the bookmark and then select the jump to bookmark settings, to make it easier to jump between report content. You can bookmark any element in the report to make it a destination anchor for the jump.
Jump to URL	This option is used to jump to an external web page.

Appearance

Property	Description
Appearance	This sets the appearance of the image.
Image	This option sets the image to be displayed in the image control in the report. Click the dropdown list to select the image source. Shared refers to the images that are uploaded on the portal, Embedded refers to the new images that you can select and upload here, and Database refers to the database graphics field. Click the Expand icon  to display more image properties.
Source	This is the source from which the image is coming.
Value	This refers to the image selected from the source. Example: If the image source is "Shared", then you need to select the specific shared image here.
MIME Type	This refers to the image format like png, gif, etc.
Image Sizing	This sets the size of the image to be displayed while previewing. This dropdown list has 4 options: Autosize, Fit, FitProportional, and Clip.
Horizontal Alignment	This sets the position of the image in the control horizontally. It has 3 options: Left, Center, and Right.
Vertical Alignment	This sets the position of the image in the control vertically. It has 3 options: Top, Middle, and Bottom.

Border

Property	Description
Border	This option sets the border of the image.
Width	You can set the thickness of the image border using this option. By clicking the Expand icon, you can set the width of the border on all sides of the image.
Style	Select the borderline style of the image from the dropdown list. By clicking the Expand icon, you can set the style of the border on all the sides of the image, in case required.
Color	Select the border color from the dropdown list. By clicking the Expand icon, you can set the color of the border on all sides of the image.

Dimensions

Property	Description
Dimensions	This sets the location and size of the image.
Left	This option sets the landscape position of the image to be maintained from the upper left side of the report.
Top	This option sets the vertical position of the image to be maintained from the top in the report.
Width	This option sets the width of the image.
Height	This option sets the height of the image.

Layout

Property	Description
Layout	This sets the image layout in a report as a whole.
Padding	Padding refers to the space between the image and the border or within the image control. You can set the padding from - Top: Sets the top padding in points, Left: Sets the left padding in points, Right: Sets the right padding in points, Bottom: Sets the bottom padding in points.
Layer Name	Sets the report layer.
Z-Index	This property sets the position of the image element when there are multiple images that are stacked together. The image with a greater Z-Index value will always be in front of the image that has a lower Z-Index value.
Height	This option sets the height of the image.

Visibility

Property	Description
Visibility	This sets the visibility of the image on the report preview.
Hidden	This option sets whether to hide the image or not on the preview. Set it to True, to display the image. By, default it is False.
Toggle Item	Visibility can be toggled by another report item. This option sets another item such as a text box, as a toggle button to whether display the current image or not.

Misc Options

Property	Description
Tooltip	Sets the textual label of the image when the mouse is moved over the image.
Label	Sets textual content that is used as a display text for report catalog items. The report catalog is made using the Table of Contents element in the report toolbox, and the table of contents is used for quick positioning jumps in multi-page reports.
Bookmark	Enter text or an expression to use as a positioning identifier to jump to this element. You can define the bookmark and then select the "jump to bookmark" setting, to make it easier to jump between report content. You can bookmark any element in the report to make it a destination anchor for the jump.

A List control is a container element of the report that repeatedly displays the data of a report control placed inside the List control for every record in the dataset bound to the report.

To add a List control to a report and to add other controls to the List, navigate to the Report Designer. Drag and drop the List control onto the designer

area from the Toolbar.

Detailed below are the common properties of a list.

Common

Property	Description
Name	Add a unique name to the list. Special characters such as period (.), space ( ), forward slash (/), backslash (\), exclamation marks (!), and hyphens (-) are not supported. You can use an underscore (_) in the name of the List.

Data

Property	Description
Data Set Name	Select a dataset from the dropdown. Use this dropdown when you have more than one dataset bound to the report.
Data Set Parameters	Use the + Add button to add parameters to the dataset. You can enter static values, expressions, or data fields as parameters.
Sort Expressions	Set a sort expression for the List control using this property.
Filters	Add filters to filter out the data from the report.

Group

Property	Description
Name	Add a unique name to the group. Special characters such as period (.), space ( ), forward slash (/), backslash (\), exclamation marks (!), and hyphens (-) are not supported. You can use an underscore (_) in the name of the container.
Group Expressions	Enter an expression to use for grouping the data. Click the + Add button to add the group expressions.
Page Break	Select a page break option (None, Start, End, StartAndEnd, or Between) using the dropdown.
Filters	Add filters to filter out the grouped data from the report.

Background & Borders

Property	Description
Color	Select the background color of the container.
Borders	Select the type of border to apply to the container. Border options for lists are: Left, Right, Top, Bottom, and All.
Width	Select the width of the borderline.
Style	Select a style for the border from the following options: Dotted, Dashed, Solid, Double, Groove, Ridge, and Inset.
Color	Select a color for the borderline.

Dimensions

Property	Description
Left	Set the left margin of the list control.
Top	Set the top margin of the list control.
Width	Set the width of the list control.
Height	Set the height of the list control.

Layout

Property	Description
Style	Select a color theme for the container from the dropdown.
Padding	Set the padding of the list items. You can use the Expand button to set the padding in all four directions.
Page Break	Set a page break between the List control and other report elements using the dropdown. The following options are available in the dropdown:  None: No page break between the list control and other elements. Start: Page break at the start of the list control. End: Page break from the end of the list control. StartAndEnd: Page break at both the start and end of the list.
New Page	Select an option from to start the content after a page break. The available options are Next, Odd, and Even.
Rows or Columns Count	Enter a value to add the number of rows or columns to List control.
Grow Direction	Select a growing direction of the list from the following options: Column, ColumnReverse, Row, or RowReverse.

No Data

Property	Description
Message	Enter a message to display for No Data content.
Font, Size, and Color	Set the font family, size, and color of the font for the No Data content.
Weight, Style, and Decoration	Set the appearance of the No Data content using the Weight, Style, and Decoration properties.

The Table is the most commonly used data region in designing reports. It organizes the data in a tabular format, in rows and columns which makes the data easier to understand. By default a table has three columns and three rows, a total of nine cells, where each cell is filled with a text box. In a table you can sort and filter the bound data, display a total row at the end of a table, merge rows and columns, freeze to keep certain rows and columns visible when scrolling the table and more.

Table Components

A table is comprised of the following components:

Component	Description
Header Row	By default, a table has a header row that appears at the top of the table. It is typically used to label each column or add a header to the table. A table can have several header rows.
Group Header Row	Appears at the beginning of each group in the table. You can use a group header row to display the group's field value or summary value. A group can have several header rows.
Details Row	Repeats for each record in the bound dataset. If the details row is inside the row group, it will repeat once for each unique value of the group. A table can have more than one details row. Note that the details group is the innermost child group.
Group Footer Row	Appears at the end of each group in a table. You could use the group footer row to display the summary values. A group can have several footer rows.
Footer Row	By default, a table has a footer row that appears at the end of the table. You could use the footer rows to display grand totals or notes. A table can have several footer rows.
Row and Column Handlers	Use to add rows and columns to the table. Note that the added row can be a header row, details row, or footer row.

Bind Data to a Table Data Region

Follow the below steps to bind data to a Table data region. There are several methods of doing so within the Report Designer.

Method 1

1. From the Report Toolbox on the left, drag and drop the Table data region onto the Design Area.

2. From the Data Binding tab on the right, expand the dataset and drag-drop the desired fields onto the cells in the details row. The header row in the table is automatically filled with the corresponding labels.

Method 2

1. From the Report Toolbox on the left, drag and drop the Table data region onto the Design Area.

2. Select a TextBox in the details row and, from the fields selection adorner select a field from the list.

Method 3

1. From the Data tab on the right, click the Select Fields button next to the bound dataset and choose the desired fields.

2. Drag-drop the selected fields onto the Design Area. A table with its column bound to the fields is created.

Add Rows and Columns

Once you create a table in the Report Designer, you can insert and delete additional rows and columns in your table based on your requirements.

To add rows and columns to a table data region follow the below steps.

Adding Rows

This section describes the different ways to add rows to a table.

Method 1

1. Select the cell in the row (or the entire row) where you want to add a row.

2. Right-click the selected cell (or row), and choose one of the following insert options from the context menu:

   To add a new row above the selected row, select Row > Insert Row > Above option.

   To add a new row below the selected row, choose the Row > Insert Row > Below option. 

Method 2

1. Click anywhere inside the table.

2. A row handler will appear when you place the cursor to the left of the table row. Click the row handler to add a new row.

Method 3

1. Select the cell in the row (or the entire row) where you want to add a row.

2. Right-click the selected cell (or row), and choose Row > More Options from the Context menu.

3. In the  Insert Rows dialog box that appears, specify the number of rows you want to insert and their position (i.e. above or below) with respect to the selected cell (or row) in the table. The Count field in the dialog accepts values ranging from 1 to 20.

4. Click the Insert button.

Adding Columns

This section describes the different ways to add columns to a table.

Method 1

1. Select the cell in the column (or the entire column) where you want to add a column.

2. Right-click the selected cell (or column), and choose one of the following insert options from the context menu -

   To add a new column to the left of the selected column, select Column > Insert Column > Left option.

   To add a new column to the right of the selected column, select Column > Insert Column > Right option.

Method 2

1. Click anywhere inside the table.

2. A Column Handler will appear when you place the cursor on the top of the table column. Click the Column Handler to add a new column.

Method 3

1. Select the cell in the column (or the entire column) where you want to add a column.

2. Right-click the selected cell (or column) and choose the Column > More Options from the context menu.

3. In the Insert Columns dialog box that appears, specify the number of columns you want to insert and their position (i.e. left or right) with respect to the selected cell (or column) in the table.

   The Count field in the dialog accepts values ranging from 1 to 20.

4. Click the Insert button.

Delete Rows and Columns from a Table Data Region

Follow the below steps to delete rows and columns from a table.

Delete rows from a table:

1. Select the cell in the row (or the entire row) which you want to delete.

2. Right-click the selected cell (or row) and choose the Row > Delete Row option from the Context menu.

Delete columns from a table:

1. Select the cell in the column (or the entire column) which you want to delete.

2. Right-click the selected cell (or column) and choose the Column > Delete Column option from the context menu.

Merge Cells

Cell merging is used to combine multiple cells into a single cell. You can merge cells both horizontally and vertically in a table. Vertical cell merging is possible only within the same row type, that is, within the Header, Group Header, Footer, Group Footer, or Details row.

When you merge multiple cells, only the content of the upper-left cell for left-to-right languages, or the upper-right cell for right-to-left languages is preserved.

Follow the below steps to merge multiple cells in a table.

1. Select the cells you want to combine. Use the Ctrl key to select more than one cell.

2. Right-click the selected cells and choose the Cells >  Merge Cells option from the context menu.

To split Cells in a Table Data Region

Follow the below steps to split the merged cell into more cells. Note that you cannot split an unmerged cell.

1. Select the cell you want to split.

2. Right-click the selected cell and choose the Cells > Split Cells option from the context menu.

Group Data

Grouping is used to combine the rows based on certain values in one or more columns. If you group the data based on one column all the rows with the same column values are grouped into one section. Adding groups to a table makes it easier to summarize and analyze the complex data in reports.

Follow the below steps to add a group to a table.

1. Click anywhere inside the table to make the Groups pane appear on the right side of the table.

2. Drag and drop the desired field from the Data tab to the Groups pane. Doing so, will group the data based on your desired field values.

   Alternatively, you can add a group by selecting the Group > Insert Group option from the context menu. Additionally, make sure to set the Grouping Expression property in the Properties panel.

3. Merge the cells in the Group Header row by selecting the Cells > Merge Cells option from the context menu and enter your intended expression in the Value property.

4. In the Group Footer row, select the cell of the column you wish to sum and enter the sum function expression in its Value property.

   For example:

   {Sum(Name_of_Intended_Column)}.

   This will add a summarized value amount at the end of each section.

5. Additionally you can enter the text "Sub Total" in the Group Footer cell of the Region column.

6. Preview the report.

Freeze Rows and Columns

When previewing a Table data region that contains a large volume of data, you may need to scroll to view all the content. However, as rows or columns scroll out of view, it becomes challenging to interpret the data in context. To address this, you can freeze specific row(s) and column(s), ensuring they remain visible while the rest of the table scrolls.

Follow the below steps to freeze specific row(s) and column(s) in a table.

1. Select the entire table and go to the Properties panel on the right.

2. Scroll down the panel and find the Frozen Rows and Frozen Columns properties.

   1. Use the Frozen Rows property to specify the numbers of row(s) you want to freeze in the table. Note that this property is applicable only to the header row(s), which means you should not exceed the row count than the actual number of header row(s) in the table.

   2. Use the Frozen Columns property to specify the number of column(s) you want to freeze in the table.

3. Preview the report.

Sort Data

Sorting is the most used operation for data analysis. You can sort the data by one or more columns, alphabetically or numerically, in ascending or descending order. Sorting helps to organize and quickly visualize the data in a table. Or you might want to arrange the data in groups (i.e. policy type - new and renewal) in ascending order of policy number. Sorting applied on a group has higher precedence than the sorting applied on a table.

To Apply Sort in a Table Data Region

Follow the below steps to sort the data in a table.

1. Select the table and go to the Properties panel on the right.

2. Under the Data section, find the Sort Expressions property. This property contains the name of the field or an expression based on which you want to sort the data.

3. Click the Add Item button and choose the desired field from the Data Binding dropdown. The dropdown lists all the available fields in the bound dataset. You can also add expressions.

   Alternatively, select the Details group from the Group pane, and go to the Sort Expressions property under the Data section.

   Use the Show Items button to display the list of sort items for the selected table.

4. Choose whether to sort the data in ascending or descending order through the Sort button. The default order is ascending.

5. Preview the report.

To Apply Sort to a Group

The following steps assume that you have already added a group to the Table data region.

1. From the Groups pane, select the details group.

   Applying sort to the details group helps in organizing the data within the groups.

2. Under the Data section, find the Sort Expressions property. This property contains the name of the field, or an expression based on which you want to sort the data.

3. Click the Add Item button and choose the desired field from the Data Binding dropdown. The dropdown lists all the available fields in the bound dataset. You can also add expressions.

4. Choose whether to sort the data in ascending or descending order through the Sort button. The default order is ascending.

5. Preview the report.

Applying an Interactive Sort in a Table Data Region

Interactive sort enables you to sort the data for table and group when you preview a report. It adds interactive sort buttons on the chosen column header and allows you to toggle between the increasing and decreasing sorting order.

Apply Interactive Sort to a Table

1. Select the column header cell according to which you want to sort the data.

2. Go to the Properties panel on the right and find the Sort Expression property. This property contains the name of the field or an expression based on which you want to sort the data.

3. Choose the desired field from the Data Binding dropdown. The dropdown lists all the available fields in the bound dataset. You can also add expressions.

4. Specify the scope to which you want to apply the sort in the Sort Expression Scope property. The only possible value for this property is the currently selected table name.

5. Choose whether to set the Sort Target property to the dataset or table.

6. Preview the report.

Apply Interactive Sort to a Group

The following steps assume that you have already added a group to the Table data region.

1. Select the group header cell where you want to add the interactive sort buttons.

2. Go to the Properties panel and find the Sort Expression property under the User Sort section. This property contains the name of the field or an expression based on which you want to sort the data.

3. Choose the desired field from the Data Binding dropdown. The dropdown lists all the available fields in the bound dataset. You can also add expressions.

4. Specify the scope to which you want to apply the sort in the Sort Expression Scope property. The possible values are the currently selected table name and its associated group(s). Set the Sort Expression Scope property to your desired group name.

5. Choose whether to set the Sort Target property to dataset, table, or group.

6. Preview the report.

Filter Data

Use filters to view only the data in which you are interested. The filters make data analysis simple and let you focus on the specific information.

To Filter Data in a Table Data Region

The following are the steps to filter data in a table. Use the AND or OR operators to add multiple filters to a table.

1. Select the table by clicking the four-way arrow.

   If you want to apply a filter on a group, select the required group from the Groups panel.

2. Go to the Properties panel and find the Filters property under the Data section.

   In the case of applying a filter on a group, you can find the Filters property under the Groupsection.

3. Click the Add button to define the filter criteria for the table.

4. Set the Operator to match your requirements.

5. Preview the report to see the result.

Show Row Numbers

Manually numbering the rows in a table is a time-consuming task. Use the RowNumber function of the Expression Editor to automatically generate the sequence number for each new row in the table. You can also apply this function on grouped data to find the running count of all the rows in the specified scope.

Follow the below steps to add row numbers to a table.

1. Add a new column to the table using the column handle or the context menu. This column will contain the row numbers.

2. Enter the text "RNo" in the header cell of the new column.

3. Right-click the detail cell of the new column and choose the Cell Expression option from the context menu.

   Alternatively, you can set the Value property in the Properties panel to Expression.

4. In the Expression Editor double-click the RowNumber property under Common Functions > Miscellaneous on the left.

5. The expression is now displayed on the right of the editor.

6. Click Save to close the editor.

7. Preview the report.

To Show Row Numbers with Scope in a Table Data Region

Follow the below steps to add row numbers in a specified scope. These steps assume that you have already added a row group to the table.

1. Add a new column to the table using the column handle or the context menu. This column will contain the row numbers for the group.

2. Enter the text "Group RNo" in the header cell of the new column.

3. In the Group pane on the right of the table, select the row group name.

4. Copy the name of the group name from the Value property of the Properties panel.

5. Right-click the detail cell of the new column and choose the Cell Expression option from the context menu. Alternatively, you can set the Value property in the Properties panel to Expression.

6. In the Expression Editor that opens, double-click the RowNumber (Scope) property under Common Functions > Miscellaneous on the left, and paste the group name enclosed with double quotes.

7. Click Save to close the editor.

8. Preview the report.

The Tablix data region displays the data in a cross-table format, which is especially useful in analyzing a huge set of categorical data. It also provides an efficient way to create a multidimensional report organized in meaningful hierarchies based on the business requirements. A Tablix is a combination of two report regions, a table, and a matrix. Therefore, it combines the functionalities of both the data regions (table and matrix) with added capabilities including the support for adjacent groups, interactive layout options such as the stepped row group, collapsed group, and more. By default, a Tablix consists of four cells, where each cell contains a Textbox control.

Tablix Components

Table of Components

Component	Description
Corner	Displays static information such as headings, titles, etc. representing the Tablix data.
Row Group	Groups in this area organize the report data in horizontal direction. A row group is represented by a square bracket on the left side of the row.
Column Group	Groups in this area organize the report data in vertical direction. A column group is represented by a square bracket above the column.
Body	Displays aggregated data by the row and column grouped data in the Tablix data region.

Static and Dynamic Rows and Columns

A row and column in a Tablix data region can either be static or dynamic.

• Static rows and columns are used to display labels and totals. They are rendered only once when you preview a report. For example, the header and footer rows in a tablix are static rows.

• Dynamic rows and columns are associated with one or more groups. They are rendered once for every unique value in the group when you preview a report and are known as group instances.

Tablix Wizard

Select the Configure button on the top-right corner of the tablix to display the Tablix Wizard.

The Tablix Wizard is broadly divided into two portions. The portion on the left displays the available fields in the bound dataset. The portion on the right displays the Design Area that allows you to configure the row groups, column groups, values, and layout options.

Layout Design

The Layout Design provides various layout options for the row and column groups in a tablix. You can also use the Filter button to filter the data in a tablix.

Totals Tab

The Totals tab describes the layout settings related to the totals and subtotals for the row and column groups.

• Totals for Row Groups

  A new row is added to display the aggregated values at the end or beginning of the parent row group.

• Subtotals for Row Groups 

  A new row is added to display the aggregated values at the end or beginning of the child row group. This option is applicable when a tablix consists of a row group hierarchy.

• Totals for Column Groups 

  A new column is added to display the aggregated values at the end or beginning of the parent column group.

• Subtotals for Column Groups 

  A new column is added to display the aggregated values at the end or beginning of the child column group. This option is only applicable when a tablix contains a column group hierarchy.

• Show Totals before Groups 

  Choose whether to display the totals and subtotals before or after row and column groups.

Styling Tab

The Styling tab lists the available styles that you can apply to the tablix. Styling options depend on the current report theme.

The styles include, the following:

• Light Style 1 Accent 1 Tablix

• Light Style 1 Accent 2 Tablix

• Light Style 1 Accent 3 Tablix

• No Style No Grid Tablix

• SmoothTablix

Organization Tab

The Organization tab provides interactive layout options for a tablix.

• Expand/Collapse Groups

  Expands and collapses the rows and columns in a group hierarchy.

• Collapsed Group

  Hides the rows and columns associated with child row and column groups. This option is available when you check the Expand/Collapse Groups option.

• User Sort 

  Adds interactive sort buttons to the column headers that help to organize the tablix data.

• Stepped Rows Groups

  Displays all the child row groups in the same column as the parent group. By default, the row groups in tablix are displayed in different columns.

• Frozen Rows and Columns 

  Locks certain rows and columns to keep them visible while the rest of the tablix scrolls

Row Groups

Row groups arrange the data in groups by rows. The row groups expand vertically in a report. You can apply filter on the row group, specify the sorting order for the row group, modify the data format, and swap the rows/column groups

Column Groups

Column groups arrange the data in groups by columns. The column groups expand horizontally in a report. You can apply filters on the column group, specify the sorting order for the row group and modify the data format.

Values

Values refers to the summary values to be displayed in the tablix cells. You can specify the aggregate function for the field, modify the data format, or apply summary and total value calculations such as % grand total, % row group total, etc.

Bind Data to a Tablix Data Region

Follow the below steps to bind data to a Tablix data region.

1. From the Report Toolbox on the left, drag and drop the Tablix data region onto the Design Area (or simply click the report item).

2. If a dataset is already added to the report, a Tablix Wizard appears after dropping (or clicking) the data region. The Tablix Wizard allows you to quickly configure the tablix data and layout.

   Drag and drop the dataset fields from the left panel into the Row Groups, Column Groups, and Values areas on the right.

3. If you close the Tablix Wizard, a blank matrix with two rows and columns is created. You can use the Context Menu to manually add the row and column groups and the Group Editor to view the row and column group hierarchies.

Add Row and Column Groups

The Tablix data region organizes the data in groups by rows and columns. The row group expands vertically, and the column group expands horizontally in the report. The rows and columns inside the groups repeat once for each unique group value. The rows and columns outside the groups repeat once for the group. You can create nested groups as well as adjacent groups in a tablix.

The easiest way to add a group in a tablix is through the Tablix Wizard. However, you can use the Cell Context Menu or the Group Editor to insert row and column groups.

Using the Tablix Wizard

The Tablix Wizard is the primary way to add row and column groups in a tablix. The wizard appears automatically when you drop the Tablix data region onto the Design Area or click the data region in the Report Toolbox. You can also use the Configure button to open the Tablix Wizard.

The left pane in the wizard displays the available fields in the bound dataset.

• To create a row group, drag and drop the dataset field to the Row Groups area. You can create a group hierarchy by placing multiple fields in this area organized in a specific order.

• To create a column group, drag and drop the dataset field to the Column Groups area. You can create a group hierarchy by placing multiple fields in this area organized in a specific order.

The corresponding buttons next to the fields placed in the Row Groups and Column Groups areas allow you to specify the sorting order and change the data format for the field. Use the Swap button in the Row Groups area to swap the rows and column groups.

Using the Cell Context Menu

The Cell Context Menu in a tablix provides options to create both nested and adjacent groups. You can access these options by right-clicking the cell in the tablix data region

Row Group

To insert a row group in a tablix, choose from the following options.

• Parent 

  Inserts a parent row group.

• Child 

  Inserts a child row group. This option is unavailable if there is no parent row group.

• Adjacent Before

   Inserts an adjacent row group above the selected cell.

• Adjacent After 

  Inserts an adjacent row group below the selected cell.

• Delete 

  Deletes the row group.

• Enable Group

  Inserts a parent/child row group based on the cell location. This option is available when no groups are associated with the selected cell.

• Disable Group 

  Deletes the parent/child row group based on the cell location. This option is available when one or more groups are associated with the selected cell.

Column Group

To insert a column group in a tablix, choose from the following options.

• Parent

  Inserts a parent column group.

• Child

  Inserts a child column group. This option is unavailable if there is no parent column group.

• Adjacent Left 

  Inserts an adjacent column group to the left of the selected cell.

• Adjacent Right 

  Inserts an adjacent column group to the right of the selected cell.

• Delete 

  Deletes the column group.

• Enable Group 

  Inserts a parent/child column group based on the cell location. This option is available when no groups are associated with the selected cell.

• Disable Group 

  Deletes the parent/child column group based on the cell location. This option is available when one or more groups are associated with the selected cell.

Using the Group Editor

The Group Editor in the Report Toolbox shows the row and column hierarchies for the currently selected Tablix data region. It also provides you options to add nested and adjacent groups to the chosen group in the editor.

In the Tablix Group Editor, when a column is selected within a column hierarchy that is the column group, or a row is selected within a row hierarchy that is the row group highlights the specific row and column headers.

Adding a Row Group

To add a row group to the currently selected row group, click the Vertical Ellipsis icon and choose from the following options.

• Parent

  Inserts a parent row group.

• Child 

  Inserts a child row group.

• Adjacent Before

    Inserts an adjacent row group above the selected row group.

• Adjacent After 

  Inserts an adjacent row group below the selected row group.

• Enable Group 

  Inserts a parent/child row group based on the textbox location. This option is available when no groups are associated with the selected textbox.

• Disable Group 

  Deletes the parent/child row group based on the textbox location. This option is available when one or more group is associated with the textbox cell.

Adding a Column Group

To insert a column group in a tablix, choose from the following options.

• Parent 

  Inserts a parent column group.

• Child

  Inserts a child column group.

• Adjacent

  Left  Inserts an adjacent column group to the left of the selected column group.

• Adjacent Right

    Inserts an adjacent column group to the right of the selected column group.

• Enable Group 

  Inserts a parent/child column group based on the textbox location. This option is available when no groups are associated with the selected textbox.

• Disable Group

    Deletes the parent/child column group based on the textbox location. This option is available when one or more group is associated with the selected textbox.

Show Totals and Subtotals

Display totals and subtotals to show summarized values for a column or group in a tablix. The totals displays a summarized value for all the rows in the data region and the subtotals displays a summarized value for each group instance. You can choose which function to use for computing the totals and subtotals values from SUM, AVG, COUNT, MIN, MAX, etc.

The easiest way to display totals or subtotals in a tablix is through the Tablix Wizard. However, you can also use the Cell Context Menu or the Group Editor to show totals and subtotals.

Using the Tablix Wizard

The Tablix Wizard is the primary way to display totals and subtotals in a tablix. The wizard appears automatically when you drop the Tablix data region onto the Design Area or click the data region in the Report Toolbox. You can also use the Configure button to open the Tablix Wizard.

The Layout Options in the wizard provides you various settings related to totals and subtotals for the row and column groups. By default, the totals and subtotals use the COUNT function.

To display totals for row or column group, choose from the following options:

• Totals for Row Groups 

  Displays totals at the end of all the row group instances.

• Totals for Column Groups 

  Display totals at the end of all the column group instances.

• Show Totals before Groups

    Displays totals and subtotals at the beginning of all the group instances.

To display subtotals for row or column group, choose from the following options:

• Subtotals for Row Groups 

  Displays subtotals at the end of each row group instance.

• Subtotals for Column Groups 

  Displays subtotals at the end of each column group instance.

• Show Totals before Groups 

  Displays totals and subtotals at the beginning of all the group instances.

Using the Cell Context Menu

The Cell Context Menu in a tablix displays totals and subtotals based on the group hierarchy. You can access the following totals options by right-clicking the cell in the Tablix data region. If you right-click a cell associated with a parent group, it will display totals. Similarly, if you right-click a cell associated with a child group, it will display subtotals.

By default, Totals and Subtotals use the SUM function.

• Add Total After 

  Displays totals or subtotals at the end of group instances.

• Add Total Before

  Displays totals or subtotals at the beginning of group instances.

Using the Group Editor

The Group Editor in the Report Toolbox shows the row and column hierarchies for the currently selected Tablix data region. It also provides you options to display totals and subtotals to the chosen group in the editor. If you right-click a cell associated with a parent group, it will display totals. Similarly, if you right-click a cell associated with a child group, it will display subtotals. By default, Totals and Subtotals use the SUM function.

To show totals or subtotals in a Tablix data region, click the Vertical Ellipsis icon next to the row or column group, and choose from the following options.

• Add Total After 

  Displays totals or subtotals at the end of group instances.

• Add Total Before 

  Displays totals or subtotals at the beginning of group instances.

Merge Cells

Cell merging combines one or more cells to create a new larger cell. You can merge cells to avoid redundancy, improve appearance, or add labels that span several columns or rows.

You can merge the cells in the corner and body area of the tablix. The cells in the corner area can be merged both horizontally and vertically, while the cells in the body area can be merged only in the horizontal direction. Cells with duplicate values in the row group and column group areas are automatically merged into a single cell while previewing the report. When you merge multiple cells, only the content of the upper-left cell for left-to-right languages, or the upper-right cell for right-to-left languages is preserved.

To Merge Cells in a Tablix Data Region

Follow the below steps to merge the cells in a tablix.

1. Select the cells in the intended area of the tablix. Use the Ctrl key to select more than one cell.

2. Right-click the selected cells, and choose the Cells > Merge Cells option from the context menu.

   The selected cells are merged into one single cell.

Freeze Rows and Columns

The easiest way to freeze specific rows and columns in a Tablix data region is through the Frozen Rows and Columns option in the Tablix Wizard.

However, this can also be achieved by using the Frozen Rows and Frozen Columns properties as elaborated in the below section.

To Freeze Rows and Columns in a Tablix Data Region

Follow the below steps to freeze specific row(s) and column(s) in a tablix.

1. Select the entire tablix and go to the Properties panel on the right.

2. Scroll down the panel and find the Frozen Rows and Frozen Columns properties.

   Use the Frozen Rows property to specify the numbers of row(s) you want to freeze in the tablix.

   Use the Frozen Columns property to specify the number of column(s) you want to freeze in the tablix.

3. The Frozen Rows and Frozen Columns properties are only applicable to the header row(s) and column(s) of the Tablix data region, which means the number of row(s) and column(s) you want to freeze should not exceed the actual number of header row(s) and column(s) in the tablix.

4. Preview the report.

Expand and Collapse Groups in a Tablix Data Region

Follow the below steps to expand and collapse groups in a tablix.

1. Click anywhere inside the Tablix data region.

2. From the Group Editor on the left, select the appropriate group for which you want to hide or show the associated rows or columns.

   Once the group is selected, you will see the Tablix Member properties in the Properties pane.

3. The Hidden property sets the visibility for the selected group item each time you run a report.

   Set the property to True to hide the group item.

   Set the property to False to display the group item.

4. In the Toggle Item property, choose the textbox from the drop-down where you want to show the toggle icons.

   The textbox with the toggle icon cannot be the group for which you want to hide or show the associated rows or columns. It must be the textbox associated with a parent group.

5. Select the textbox associated with the parent group.

6. To specify the initial state of the toggle icons to be displayed on previewing the report, set the Initial Toggle State property to either Collapsed or Expanded in the TextBox properties.

   If you select Collapsed a plus (+) sign is displayed in the initial state.

   If you select Expanded a minus (-) sign is displayed in the initial state.

7. Preview the report.

The Barcode control is used to display data in a machine readable QR or barcode format that enables you to scan sensitive information. The Barcode control lets you insert different types of barcodes into your report.

Structure

Structure of the Barcode control is explained below.

• Quiet Zone

  The zone at the left and right ends of the bar code are known as Quiet Zone. Both ends must be at least 10 times as wide as the minimum element width for proper scanning of the barcode.

• Start Character 

  Start Character indicates the start of the barcode.

• Stop Character 

  Stop Character indicates the end of the barcode.

• Check Digit 

  Check Digit is a numeric value used to check read errors. Check Digit is located right after the barcode data.

• Bar Height

  Bar Height is the height of the barcode and is recommended to be greater than 15% of the barcode length.

Adding a Barcode Control to a Report

To add a Barcode control to a report, navigate to the Report Designer and follow the below instructions:

1. Drag and drop the Barcode control onto the Design Area from the Designer Toolbar.

2. Use the Inspector Panel on the right side of your screen to customize the appearance of the Barcode control.

   Select your intended type of barcode from the Type property of the Symbology section.

Inspector Panel Properties

Common

Property	Description
Name	Add a unique name to the Bullet control. Special characters such as period (.), space, ( ), forward slash (/), backslash (\), exclamation marks (!), and hyphens (-) are not supported. You can use an underscore (_) in the name of the control.
Value	Enter a value or an expression for the value of the barcode. Value is a key attribute of the Barcode control.

Symbology

Property	Description
Type	Select a type of barcode from the dropdown.

Background & Borders

Property	Description
Color	Select the background color of the barcode.
Borders	Select the type of border to apply to the barcode. Border options for barcode are - Left, Right, Top, Bottom, and All.
Width	Select the width of the barcode.
Style	Select a style for the border from the following options - Dotted, Dashed, Solid, Double, Groove, Ridge, and Inset.
Color	Select a color for the barcode.

Text

Property	Description
Font	Select the font family of the text data in the barcode.
Size	Select a font size from the dropdown.
Color	Select a font color of the text data in the barcode.
Weight	Select a font weight to display the text data in the barcode.
Style	Select an style option for the text data in the barcode.
Decoration	Select a decoration option for the text data in the barcode.

Dimensions

Property	Description
Left	Set the left margin of the Barcode control.
Top	Set the top margin of the Barcode control.
Width	Set the width of the Barcode control.
Height	Set the height of the Barcode control.

Appearance

Property	Description
Caption Location	Select an option to display the caption above or below the barcode.
Checksum	Checksum increases the accuracy of the barcodes. Set the flag to False to turn off Checksum. By default, this option is set a True.
Rotation	Select a rotation angle for the barcode to None, 90 degrees, 180 degrees, or 270 degrees.

Layout

Property	Description
Padding	Set the padding of the barcode. You can use the Expand button to set the padding in all four directions.

Barcodes Symbology

Symbology	Example	Description
ANSI 3 of 9		ANSI 3 of 9 (Code 39) barcode uses upper case alphabets (A-Z), numerals (0-9), and special characters like -, *, $, /, +, and % in the symbology.
ANSI Extended 3 of 9		ANSI Extended 3 of 9 (Code 39) barcode uses the complete ASCII character set.
Aztec		Aztec is a 2-D barcode symbology and supports all the ASCII characters (0 to 255).
BC412		BC412 barcode uses 35 characters, numerals (0 to 9), and upper case alphabets (A to Z). BC412 is used in semiconductor wafer identification.
Codabar		Codabar barcode uses A,B,C, or D alphabets as the Start and Stop Characters. Codabar uses numerals (0 to 9) and symbols (-, $, :, /, and ;) in the remaining code symbology.
Code 11		Code 11 barcode can encode numerals (0 to 9), hyphen (-), and Start/Stop Characters. Code 11 is primarily used in labeling telecommunication equipment.
Code 128 A		Code 128 A uses control characters, numerals (0 to 9), punctuation, and upper case alphabets (A to Z).
Code 128 B		Code 128 B uses punctuations, numerals (0 to 9), and upper case and lower case alphabets.
Code 128 C		Code 128 C uses only numerals (0 to 9).
Code 128 Auto		Code 128 Auto uses the complete ACSII character set. Code 128 Auto automatically selects between Code 128 A, B or C to give the smallest barcode.
Code 2 of 5		Code 2 of 5 uses only numerals (0 to 9).
Code 93		Code 93 uses upper case alphabets (A to Z), special characters (%, $, *, /, +, and -), and numerals (0 to 9).
Interleaved 2 of 5		Interleaved 2 of 5 is a two-width barcode symbology that uses only numerals (0 to 9) and must contain even number of digits in the code.
Code 39		Code 39 barcode uses numerals (0 to 9), upper case alphabets (A to Z), space character, and special characters (-, ., $, /, +, and %).
Extended Code 39		Extended Code 39 barcode uses the complete ASCII character set.
Code 49		Code 49 is a two-dimensional high-density stacked barcode and contains two to eight rows of eight characters each. Code 49 encodes the complete ASCII character set. Each row of the code has a start and stop code.
Extended Code 93		Extended Code 93 uses the complete ASCII character set.
Data Matrix		Data Matrix is a two-dimensional high-density barcode symbology with square modules arranged in square or rectangular matrix pattern.
EAN-13		EAN 13 barcode uses only numerals (12 numbers and a check digit). Check digit known as CheckSum is used to verify that the code has been scanned correctly.
EAN-8		EAN 8 is a condensed version of EAN 13 and uses 8 digits in the code (7 numbers and a check digit).
EAN-128FNC1		EAN-128FNC1 is a one-dimensional alphanumeric representation of Application Identifier (AI) data for making containers in the shipping industry.
GS1 Data Matrix		GS1 Data Matrix is a two-dimensional barcode used in healthcare industry. GS1 Data Matrix can take up to 2000 characters in the code.
GS1 QR Code		GS1 QR Code begins with the Function Code 1 (FNC1). It uses application identifiers to separate data within the barcode. Data in GS1 QR Code is stored as binary information in the square dots (known as modules).
HIBC Code 128		HIBC Code 128 uses the Code 128 symbology and encodes the primary and secondary data using a slash (/) as a delimiter. HIBC Code 128 is used in the healthcare products industry for identification purposes.
HIBC Code 39		HIBC Code 39 uses the Code 39 symbology and encodes the primary and secondary data using a slash (/) delimiter. HIBC Code 39 is used in the healthcare products industry for identification purposes
IATA 2 of 5		IATA 2 of 5 is a modified Code 2 of 5 barcodes and uses only numeric digits with a check digit.
Intelligent Mail		Intelligent Mail is a 65-bar code used for domestic mail in the USA.
Intelligent Mail Package		Intelligent Mail Package is a modified version of Intelligent Mail and is more efficient in terms of processing and tracking mails.
ISBN (International Standard Book Number)		ISBN barcode is a special form of EAN 13 code and is used as a unique 9-digit commercial book identifier. The properties specific to the ISBN barcode are listed and described in this section.
ISMN (Internationally Standard Music Number)		ISMN barcode is a special form of EAN 13 code and is used for marking printed musical publications. The properties specific to the ISMN barcode are listed and described in this section.
ISSN (International Standard Serial Number)		ISSN barcode is a special form of EAN 13 code and is used to identify serial publications, publications issued in numerical order (such as the volumes of a magazine). The properties specific to the ISSN barcode are listed and described in this section.
ITF-14		Interleaved 2 of 5 barcode is used to mark carton boxes containing goods with a EAN 13 code. A digit is added in the starting of the code to mark the packing variant.
Japanese Portal		Japanese Postal is the barcode used by Japanese Postal system. Japanese Postal barcode encodes alpha and numeric characters consisting 18 digits including 7 digits of the postal number followed by an optional block and house number information. The encoded data can include hyphens (-).
Matrix 2 of 5		Matrix 2 of 5 is a higher density barcode with 3 black bars and 2 white bars.
MaxiCode		MaxiCode is a special polar barcode that uses 256 characters. MaxiCode is used as shipping labels for world-wide addressing and package sortation.
Micro PDF417		Micro PDF417 is a two-dimensional multi-row symbology derived from PDF417. MicroPDF 417 is used for applications that needs to encode data in two dimensional symbols consisting of up to 15 bytes, 250 alphanumeric characters, or 366 numeric digits. Micro PDF417 allows you to insert FNC1 character as a field separator for variable-length Application Identifiers.
Micro QR Code		Micro QR Code is a 2-D barcode designed for applications that use a small amount of data and can encode up to 35 numeric characters. Micro QR Code can handle numeric and alphanumeric data including Japanese Kanji and Kana characters.
MSI Code		MSI Code uses only numeric digits (0 to 9).
PDF417		PDF417 is a two-dimensional high-density barcode symbology that can encode up to 1108 bytes of information. PDF417 consists of a stacked set of smaller codes and can encode up to 35 alphanumeric characters or 2710 numeric characters.
Pharmacode		Pharmacode represents only numeric data from 3 to 131070. Pharmacode is used in the pharmaceutical industry for packaging purposes and is designed to be readable despite printing errors.
Plessey		Plessey barcode uses hexadecimal digits to encode. Plessey is a one-dimensional barcode mainly used in libraries.
PostNet		PostNet barcode uses numeral digits (0 to 9) with a check digit.
PZN (Pharmaceutical Central Number)		PZN barcode uses the same encoding algorithm as Code 39. However, PZN can carry only - 0123456789 digits and supports 6 or 7 digits for encoding. The PZN and a check digit are automatically added to the code. PZN is mainly used in medicine and healthcare products in Germany and other German speaking countries.
QR Code		QR Code is a two-dimensional barcode symbology that is capable of handling numeric, alphanumeric, and byte data along with Japanese Kanji and Kana characters. QR Codes can encode up to 7366 characters.
RM4SCC (Royal Mail)		RM4SCC uses letters and numerals with a check digit. RM4SCC is a barcode used by the Royal Mail in United Kingdom.
RSS-14		RSS-14 is a 14 digit Reduced Space Symbology barcode that uses EAN.UCC item identification omni-directional scanning in point-of-scale laser scanners. The RSS family of the barcodes is also known as GS1 DataBar.
RSS-14 Stacked		RSS-14 Stacked barcode uses EAN.UCC information with Indicator digits stacked in two rows for a smaller width. The properties specific to the RSS-14 Stacked barcode are listed and described in this section.
RSS-14 Stacked Omnidirectional		RSS-14 Stacked Omnidirectional barcode uses the EAN.UCC information with omnidirectional scanning is stacked in two rows for a smaller width.
RSS-14 Truncated		RSS-14 Truncated barcode uses the EAN.UCC information and includes Indicator digit of zero or one for smaller items not scanned at the point-of-sale.
RSS Expanded		RSS Expanded barcode uses EAN.UCC information along with AI elements such as weight and best-before dates. RSS Expanded lets you insert an FNC1 character as a field separator for variable-length Application Identifiers (AI).
RSS Expanded Stacked		RSS Expanded Stacked barcode uses the EAN.UCC information with AI elements and are stacked in two rows for a smaller width. RSS Expanded Stacked lets you insert an FNC1 character as a field separator for variable length Application Identifiers (AI).
RSS Limited		RSS Limited barcode uses EAN.UCC information including Indicator digits of zero or one for using on small items not scanned at the point of sale.
SSCC-18		SSCC-18 is an 18-digit Serial Shipping Container Code. SSCC-18 is used to identify individual shipping containers for tracking purposes.
Telepen		Telepen barcode has two modes - alphanumeric only and numeric only. Both modes require a start character, a check digit, and a stop character. Telepen is mainly used in manufacturing industries.
UCC/EAN-128		UCC/EAN 128 barcode complies to GS1-128 standards and uses a series of Application Identifiers (AIs) to encode data. UCC/EAN 128 uses the complete ASCII character set and the FNC1 character as the first character position. Using AIs, it encodes Best Before Date, Batch Number, Weight, and such other attributes. UCC/EAN-128 barcode symbology is used in HIBC applications.
UPC-A		UPC-A barcode symbology uses only numerals (11 numeric digits and a check digit).
UPC-E0		UPC-E0 barcode uses only numerals and is used for zero-compression UPC symbols. The first digit of the barcode signifies the number system (always 0 for this code type) and the last digit as the check digit.
UPC-E1		UPC-E1 barcode uses only numerals and is used for shelf labelling in retail industry. The first digit of the barcode signifies the number system (always 1 for this code type) and the last digit as the check digit. Length on the input string of the UPC-E1 barcode is six numeric characters.

Barcode Specific Properties

Aztec

Property	Description
Layers	Indicates the number of barcode layers. Set the number of layers ranging from 0 to 32 using this property.
Error Correction	Indicates whether to allow code recovery in case the barcode is partially damaged. Set the correction value ranging from 5% to 95% using this property.
Encoding	Select a barcode encoding pattern from the dropdown.

Code 49

Property	Description
Grouping	To use grouping for the Code 49 barcode, set this property to True. When set to true, any value that cannot be expressed in a single barcode will be split into several barcode grouped together. By default, this property is set as False.
Group Number	Set a number ranging from 0 to 8 from barcode grouping.

Data Matrix

Property	Description
Ecc Mode	Select a ECC Mode from the dropdown. The available options are - ECC000, ECC050, ECC080, ECC100, ECC140, and ECC200.
Ecc200 Symbol Size	Select the size of the ECC200 symbol from the dropdown. By default, the value of this property is set as SquareAuto.
Ecc200 Encoding Mode	Select the encoding mode for ECC200 from the dropdown. The available options are - Auto, ASCII, C40, Text, X12, EDIFACT, and Base256.
Ecc000_140 Symbol Size	Select the size of the ECC000_140 symbol from the dropdown.
Structure Append	To make the barcode a part of the structured append symbol, set the Structure Append property to True. By default, this property is set as False.
Structure Number	Enter the structure number of the barcode symbol within the structured append symbols.
File Identifier	Enter the file identifier of a related group of the structured append symbols ranging from 0 to 254. If you set the File Identifier value as 0, the file identifier symbols are calculated automatically.
Encoding	Select a barcode encoding pattern from the dropdown.

EAN-13 and EAN-8

Property	Description
Caption Grouping	To add spaces between groups of characters in the caption to make long numbers easier to read, set the Caption Grouping property to True. By default, this property is set as False.
Supplement Value	Enter a value or expression to set the value of the barcode supplement.
Supplement Bar Height	Enter the bar height of the barcode supplement.
Supplement Spacing	Enter the spacing between the main and supplement barcodes.
Supplement Spacing	Enter the spacing between the main and supplement barcodes.
Supplement Caption Location	Select the location of the supplement caption from the dropdown. The available options are - None, Above, and Below.

EAN-128FNC1

Property	Description
Dpi	Specify the printer resolution ranging between 0 to 999999 using the Dpi property. Use the + and - sign buttons to increase or reduce the Dpi value.
Module Size	Enter the horizontal size of the EAN-129FNC1 barcode module.
Bar Adjust	Enter the adjustment size (dot units) which affects the size of the module only.

GS1 Data Matrix

Property	Description
Symbol Size	Select the size of the Data Matrix symbol from the dropdown.
Symbol Size	Select the size of the Data Matrix symbol from the dropdown.
Encoding Mode	Select an encoding mode from the following options - Auto, ASCII, C40, Text, X12, EDIFACT, and Base256.
Structured Append	To make the barcode a part of the structured append symbol, set the Structure Append property to True. By default, this property is set as False.
Structure Number	Enter the structure number of the barcode symbol within the structured append symbols.
File Identifier	Enter the file identifier of a related group of the structured append symbols ranging from 0 to 254. If you set the File Identifier value as 0, the file identifier symbols are calculated automatically.

GS1 QR Code

Property	Description
Version	Enter the version of the Micro QR Code barcode style ranging from 1 to 40.
Error Level	Select the error correction level for the barcode from the dropdown. The available options are - M, L, H, and Q.
Mask	Select the barcode masking pattern from the dropdown. The available options are - Auto, Mask000, Mask001, Mask010, Mask011, Mask100, Mask101, Mask110, and Mask111.
Encoding	Select a barcode encoding pattern from the dropdown.

ISBN, ISMN, and ISSN

Property	Description
Caption Grouping	To add spaces between groups of characters in the caption to make long numbers easier to read, set the Caption Grouping property to True. By default, this property is set as False.

MaxiCode

Property	Description
Mode	Select the mode of the MaxiCode barcode from the dropdown. The available options are - Mode2, Mode3, Mode4, Mode5, and Mode6.

Micro PDF417

Property	Description
Compaction Mode	Select the compaction mode from the dropdown. The available options are - Auto, TextCompactionMode, NumericCompactionMode, or ByteCompactionMode.
Version	Select the version to set the symbol size.
Segment Index	Enter the segment index of the structured append symbol ranging from 0 to 99998. The Segment Index value should be less than the value in the Segment Count.
Segment Count	Enter the segment count the structured append symbol ranging from 0 to 99999.
File ID	Enter the File ID of the structured append symbol ranging from 0 to 899.

Micro QR Code

Property	Description
Version	Select the version number of the Micro QR Code from the dropdown. The available options are - Auto, M1, M2, M3, and M4.
Error Level	Select the error correction level for the Micro QR Code from the dropdown. The available options are - L, M, and Q.
Mask	Select the masking pattern from the dropdown. The available options are - Auto, Mask00, Mask01, Mask10, and Mask11.
Encoding	Select a barcode encoding pattern from the dropdown.

PDF417

Property	Description
Columns	Enter the column numbers of the barcode ranging from 1 to 30. The default value of the Columns property is -1.
Rows	Enter the row numbers for the barcode ranging from 3 to 90. The default value of the Row property is -1.
Error Correction Level	Enter the error correction level for the barcode ranging from 0 to 8. The error correction capability increases as the value increases. With the increase in the value of the Error Correction Level property, the size of the barcode increases. The default value of this property is -1.
PDF417 Type	Select the type of the PDF417 barcode from the dropdown. The available options are - Normal and Simple. Use the simple option for compact type barcode where the right indicator is not displayed or printed.

QR Code

Property	Description
Connection	To use the connection for QR Code, set this property as True. The Connection property is used in conjunction with the Connection Number property. By default, this property is set as False.
Connection Number	Enter the correction number for the barcode ranging from 0 to 15. Connection Number is used to set the number of barcodes it can split into.
Version	Enter the version of the QR Code to specify the size of the barcode. Increase in the value of the version increases the size of the barcode enabling to store more information. When the Model property as described below is set as Model1, specify a version value ranging from 1 to 14 and when the Model property is set as Model2, specify a version value ranging from 1 to 40.The default value of Version is -1.
Error Level	Select the error correction level for the QR Code from the dropdown. The available options are - M, L, H, and Q.
Mask	Select the barcode masking pattern from the dropdown. The available options are - Auto, Mask000, Mask001, Mask010, Mask011, Mask100, Mask101, Mask110, and Mask111.
Model	Select the model of the QR Code from the dropdown. The available options are Model1 and Model2.
Encoding	Select a barcode encoding pattern from the dropdown.

RSS-14 Stacked and RSS Limited

Property	Description
Caption Grouping	To add spaces between groups of characters in the caption to make long numbers easier to read, set the Caption Grouping property to True. By default, this property is set as False.
Composite Type	Select the composite type for the barcode from the dropdown. The available options are - None and CCA.
Composite Value	Enter the value of the composite barcode using the Composite Value property.

RSS Expanded Stacked

Property	Description
Caption Grouping	To add spaces between groups of characters in the caption to make long numbers easier to read, set the Caption Grouping property to True. By default, this property is set as False.
Row Count	Enter the number of stacked rows of the RSS Expanded Stacked barcode.

UPC-A, UPC-E0, and UPC-E1

Property	Description
Caption Grouping	To add spaces between groups of characters in the caption to make long numbers easier to read, set the Caption Grouping property to True. By default, this property is set as False.
Supplement Value	Enter a value or expression to set the value of the barcode supplement.
Supplement Bar Height	Enter the bar height of the barcode supplement.
Supplement Spacing	Enter the spacing between the main and supplement barcodes.
Supplement Caption Location	Select the location of the supplement caption from the dropdown. The available options are - None, Above, and Below.

The Formatted Text control can perform mail merge operations, and it displays richly formatted text in HTML. You can format the Formatted Text report control by entering the HTML code into the Html property. You can freely expand the content of the report through HTML coding.

Using Formatted Text Control in a Report Designer

Follow the below steps to add a Formatted Text control.

1. From the Report Toolbox on the left either drag and drop the Formatted Text control onto the design area or left click the control. You can also add it to the List control.

2. You can set the properties of the control.

   Select the control and click the Properties tab. The list of properties related to the Formatted Text control is displayed.

Properties Tab

You can set the Formatted Text control appearance by setting properties in the Properties tab. Properties like adding a border, layout, visibility, etc. can be customized.

Listed below are the common properties.

Common

• Name

  Sets the name of the selected Formatted Text control.

Content

This sets the mail merge options for the control. 

• Html

  To format the text in the control enter HTML code here. Click the Data Binding option  and select the Expression to add the HTML code. All text written in the Html property must be enclosed in the tags. 

• Encode Merge Fields

  This setting controls the encoding behavior of mail merge fields. Set this option to True to encode the mail merge fields. 

• Merge Fields

  This option sets the mail merge fields. Click the Plus button to add a new mail merge field to the Formatted Text. Mail merges can be deleted them using the X button.

  • Field Name

    Enter the name of the field that is unique within the report. This is used in the Html property inside <%FieldName%> tags to display the field in the formatted text.

  • Value

    Enter an expression to pull data into the control for mail merge operations or you can select the field from the dataset by clicking the Pick Data option.

Background

This sets the background of the Formatted Text control.

• Color

  This option sets the color to be used as a background for the Formatted Text. You can select the color by selecting from the dropdown list.

• Image

  This option sets the background image of the Formatted Text control. Click the dropdown list to select the image source. Shared refers to the images that are uploaded on the portal, Embedded refers to the new images that you can select and upload, Database refers to the database graphics field. Click the Expand  icon to display more image properties.

  • Source

    This is the source from which the image is coming.

  • Value

    This refers to the image selected from the source.

    For example:

    If the image source is "Shared" you'll need to select the specific shared image here.

  • MIME Type

    This refers to the image format like png, gif, etc.

  • Repeat

    This defines the way in which the image covers the Formatted Text control.

    • Repeat

      This option repeats the image both height-wise and width-wise until the background area is covered.

    • NoRepeat

      When this option is selected, then the image is not repeated and is displayed only once.

    • RepeatX

      This option repeats the picture horizontally (width-wise).

    • RepeatY

      This option repeats the picture vertically (height-wise).

Border

This sets the border of the Formatted Text.

• Width
  You can set the thickness of the border of the Formatted Text using this option. By clicking the Expand icon you can set the width of the border of all the sides of the Formatted Text.
• Style
  Select the border line style of the Formatted Text from the dropdown list. By clicking the Expand icon, you can set the style of the border of all the sides of the Formatted Text, as required.
• Color
  Select the border color from the dropdown list. By clicking the Expand icon you can select the color of the border of all the sides of the Formatted Text.

Dimensions

This sets the location and size of the Formatted Text.

• Left
  This option sets the landscape position of the Formatted Text to be maintained from the upper left side in the report.
• Top
  This option sets the vertical position of the Formatted Text to be maintained from the top in the report.
• Width
  This option sets the width of the Formatted Text.
• Height
  This option sets the height of the Formatted Text.

Layout

This sets the Formatted Text layout in a report.

• Style
  This sets the theme of the control.
• Layer Name
  Sets the report layer.
• Z-Index
  This property sets the position of the Formatted Text control when there are multiple formatted text controls stacked together. The formatted text with a greater Z-Index value will always be in front of the Formatted Text that has a lower Z-Index value.

Visibility

This sets the visibility of the Formatted Text on the report preview.

• Hidden
  This option sets whether to hide the formatted text or not on the preview. Set it to True to display it. By default it is set to False.
• Toggle Item
  Visibility can be toggled by another report item. This option can be used to set another item such as a text box as a toggle button that can display or hide the current Formatted Text.

Data

This sets the XML data output properties.

• Element Name

  Enter a name to be used in the XML output for this Formatted Text report control.

• Element Output

  Choose Auto, Output, NoOutput, or ContentsOnly to decide whether to include this Formatted Text in the XML output. Choosing Auto exports the contents of the Formatted Text report control.

Misc Options

• Tooltip
  Sets the textual label of the Formatted Text when the mouse is hovered over it.
• Label
  Sets a textual content that is used as a display text for the report catalog items. The report catalog is made using the Table of Contents element in the Toolbox and the table of contents is used for quick positioning jumps in multi-page reports.
• Bookmark
  You can enter text or an expression to use as a positioning identifier to jump to this element. You can define the bookmark and then select the jump to bookmark setting, to make it easier to jump between report content. You can bookmark any element in the report to make it a destination anchor for the jump.

Using Mail Merge in Formatted Text Control

To create a mail merge report, follow the below steps.

1. With the Report Designer open select the Properties tab and select Data Set Name under the Data section.

2. Under the Group section add the Group Expressions by clicking the Plus icon.

3. Click the Data Binding and select the ProductKey field from the data set.

4. Drag and drop the Formatted Text control on the List data region. Check from the Report Explorer that the Formatted Text is nested within the List data region.

5. Set the  Encode Mail Merge field to True.

6. Add the Merge Fields. Click the Add Item icon  and click the Data Binding option and select your required mail merge fields from the dataset.

7. Set the Html property by clicking the Data Binding option and then selecting the Expression option. The Expression Editor is displayed.

8. You can add the HTML code in the Expression Editor.

9. Format the appearance of the report control and preview it.

The Sparkline control is used to display data trends on a small graph in your reports. Sparkline shows the most recent value of the data at the rightmost point and compares it with an earlier value allowing you to view general changes in the data over time. The Sparkline control supports line, column, profit and loss, area, and stacked charts. Sparkline can be embedded within tables to gain a better understanding and analysis of business data.

Sparkline Structure

• Series Value

   A series value is used to show a set of data in the Sparkline chart.

• Grouping Expressions

  Grouping expressions are used to group data in the Sparkline.

Adding a Sparkline to a Report

1. With the Report Designer open, drag and drop the Sparkline control onto the Design Area from the Designer Toolbar.

2. Use the Inspector Panel on the right side of your screen to customize the appearance of the Sparkline control.

Inspector Panel Properties

Common

Property	Description
Name	Add a unique name to the Sparkline control. Special characters such as period (.), space ( ), forward slash (/), backslash (\), exclamation marks (!), and hyphens (-) are not supported. You can use an underscore (_) in the name of the control.
Sparkline Type	Select the chart type for the sparkline control. Use the dropdown to select one of the following options: Line, Columns, Whiskers, Area, or StackedBar.
Series Value	Enter a value or an expression to use as a series value for the sparkline control.

Dimensions

Property	Description
Left	Set the left margin of the Sparkline control.
Top	Set the top margin of the Sparkline control.
Width	Set the width of the Sparkline control.
Height	Set the height of the Sparkline control.

Layout

Property	Description
Style	Select a color theme for the Sparkline control from the dropdown.

Group

Property	Description
Name	Add a unique name to the details group. Special characters such as period (.), space, ( ), forward slash (/), backslash (\), exclamation marks (!), and hyphens (-) are not supported. You can use an underscore (_) in the name of the group.
Group Expression	Add grouping expressions such as field names to the sparkline control using the + button

Data

Property	Description
Data Set Name	Select a dataset from the dropdown to bind the data to the sparkline control.
Data Set Parameters	Add parameters to the dataset using the + button. Dataset parameters can be values or expressions.
Sort Expressions	Set a sort expression for the sparkline control using this property.
Filters	Add filters to filter out the data from the report.

The Overflow Placeholder control is only available in the Page Report. It is a rectangular placeholder for data that does not fit inside the fixed size of a List, Tablix, or Table data region.

Using Overflow Placeholder Control in a Report Designer

This section describes how to use an Overflow Placeholder control in a report.

• You can bind the overflow data from a data region to an Overflow Placeholder control.

• You can place multiple Overflow Placeholder controls in a report to create different looks for your report output. If you are using multiple Overflow Placeholder controls then you should link a data region to an Overflow Placeholder control and then link that Overflow Placeholder control to another Overflow Placeholder control. Two common layouts that you can create are:

  • Columnar Report Layout

    Place the data region and the Overflow Placeholder on the same page of the report to create a layout that displays data in a columnar format.

  • Multiple Page Layout

    Place the data region on the first page of the report and the Overflow Placeholder controls on subsequent pages to create a layout with overflow data on multiple pages.

Properties Tab

You can set the Overflow Placeholder control appearance by setting properties in the Properties tab. Listed below are the common properties.

Properties Table

Property	Description
Common	Name Sets the name of the selected Overflow Placeholder control. Overflow Name This sets the linking of one Overflow Placeholder control to another. You can select the Overflow Placeholder control to be linked from the dropdown list.
Dimensions	This sets the location and size of the Overflow Placeholder. Left This option sets the landscape position of the Overflow Placeholder to be maintained from the upper left side in the report. Top This option sets the vertical position of the Overflow Placeholder to be maintained from the top in the report. Width This option sets the width of the Overflow Placeholder. Height This option sets the height of the Overflow Placeholder.
Layout	This sets the Overflow Placeholder layout in a report as a whole. Layer Name Sets the report layer.

The Jump To feature helps you create shortcuts from one report to another report, bookmark, or URL (internal or external) in a pop-up dialog. The Jump To feature helps you quickly find additional details of a particular data series by jumping to another document or a URL. The Jump To feature is supported in all report controls such as table, textbox, container, table of contents, etc.

Creating a Jump to Scenario

To create a Jump To follow the below instructions:

1. Navigate to the Report Designer.

2. Select a report control and navigate to the Action section of the Inspector panel.

3. From the Type dropdown menu select a Jump To action (Jump to Report, Jump to Bookmark, or Jump to URL).

   1. Jump to Report

      When using the Jump to Report type choose a report from the Jump To Report dropdown menu and adjust the parameters as needed.

   2. Jump to Bookmark

      When using the Jump to Bookmark type choose an existing bookmark of the report from the Jump To Bookmark dropdown menu.

   3. Jump to URL 

      When using the Jump to URL type add the desired URL for the jump to action in the Jump To URL text box.

4. Navigate to the Preview Report page and follow the below instructions (depending on what type of Jump To, you selected).

Jump to a Report

1. On the preview report page select the report control that you applied the Jump to Report action to.

2. If the report has parameters select your intended parameters and click the Preview button.

3. The report linked to the jump to action will appear on your screen.

Jump to a Bookmark

1. On the preview report page select the report control that you applied the Jump to Bookmark action to.

2. On clicking the report control you will be navigated to the associated bookmark.

Jump to a URL

1. On the preview report page select the report control that you applied the Jump to URL action to.

2. You will be navigated to the URL entered in the Jump To URL input box on the Inspector Panel.

You can concatenate fields with strings and with other fields.

You can concatenate fields with strings and with other fields. You can highlight a part of data by using expressions in properties like Color, Font, Border, etc. on specific field values based on a condition.

The Expression Editor has three major attributes.

• Expression pane

• Values

• Functions

Expression Pane

The Expression pane is the input area of the Expression Editor window where you enter the expressions such as a string.

All expressions are enclosed within curly braces '{}'. Even the expression for a field value for a TextBox is set as: {LastName}

Values

Values are the input fields available to the selected report. The following Values are available in the Expression Editor.

• Constants

  This refers to static constants like numbers or strings. For example 123, and "abc".

• Common Values

  Common Values are built-in field values of the report. For example the current page number and the total number of pages.

• Parameters

  These nodes represent the parameters of the report defined in the Report Designer.

• Data Sets

  These nodes list the datasets and fields linked to the selected report.

• Operations

  Operations list the arithmetic, comparison, concatenation, logical/bitwise, and bit shift operators.

• Documents Map:

  This defines the labels of the TOC (Table of Content) members of the selected report.

• Theme:

  The theme refers to the visual settings including fonts, colors, constant, and images. A combination of two or more theme elements is used to increase the graphical appeal of a table in the selected report.

• Report Items

  Report Items refer to the field items available as textboxes in the selected report.

Functions

You can use various aggregate and other functions in your expressions including the running value, population standard variance, standard deviation, count, minimum and maximum.

For example:

• You could use the following expression to get a count of employees.

  {Count(EmployeeID, Nothing)}

Creating Expressions

Accessing the Expression Editor

1. Navigate to the Resource or Document Portal > Categories tab.

2. Select a report under the Document pane. Either click the Edit button on the top-right corner of the window or click the Ellipses icon and then click the Edit option. The selected report will open in edit mode.

3. Select the text box you wish to create or edit the expression for.

   Under the Properties grid on the right side of your screen, click the yellow square box next to the Value property in the Common section and click the Expression option. The Expression Editor window will appear on your screen.

Creating or Editing Expressions

1. In the Expression Editor window select an expression element from the Values or Functions section or directly enter the expression in the Expression pane. Double-click the expression element to add it to the Expression pane.

2. Click the Save button to add the expression.

3. To resize the Expression Editor dialog click and drag the resize button on the bottom left corner of the dialog box. To move the Expression Editor dialog, click and drag the header section of the dialog box.

List of Values

Common Values are run-time values available for every property in each report. You can directly drag and drop these common values from the Report Explorer onto the design surface or add and modify the values from the Expression Editor. Following is a list of the values that you can see under the Values node in the Report Explorer and the Expression Editor.

The following tables list all available values.

Common Values

Value	Description	Expression
Current Date and Time	Displays the current date and time. The date and time are displayed in MM/DD/YYYY and HH:mm:ss 12-hour format. It can be used in the Page Header and Page Footer.	{&ExecutionTime}
Page Number	Displays the current page number. It can be used in the Page Header and Page Footer.	{&PageNumber}
Total Pages	Displays the total number of pages. It can be used in the Page Header and Page Footer.	{&TotalPages}
Page N of M	Displays the current page number (N) and the total number of pages (M) in the format 'N of M'. It can be used in the Page Header and Page Footer.	Page {&PageNumber} of {&TotalPages}
Page Number (Section)	Displays the current page number of the section to which the function belongs. The section can be a report or a data region.	{&PageNumberInSection}
Total Pages (Section)	Displays the total number of pages of the section to which the function belongs. The section can be a report or a data region.	{&TotalPagesInSection}
Page N of M (Section)	Displays the current page number (N) and the total number of pages (M) in the format 'N of M,' of the section to which the function belongs. The section can be a report or a data region.	Page {&PageNumberInSection} of {&TotalPagesInSection}
Report Name	Displays the name of the report.	{&ReportName}
User ID	Displays the User ID of the user previewing the report.	{User!UserID}
User Language	Displays the Language of the user previewing the report as per system settings.	{User!Language}
User Context	"Use only with function, e.g. UserContext.GetValue(""name""), UserContext.NumberToWords(123)."	{UserContext}

Arithmatic

Value	Description	Expression
^	Raises a number to the power of another number.	S: <Number1> ^ <Number2> E: {Quantity ^ 2}
*	Evaluates the multiplication of two numbers.	S: <Number1> * <Number2> E: {Quantity * 5}
/	Divides two numbers (numerator by denominator) and returns the quotient as a floating-point number.	S: <Number1> / <Number2> E: {AnnualSales / 2}
**	Divides two numbers and returns an integer result.	S: <Number1> \ <Number2> E: {AnnualSales \ 2}
Mod	Divides two numbers and returns the remainder.	S: <Number1> Mod <Number2> E: {AnnualSales Mod 12}
+	Evaluates the sum of two numbers or concatenates two strings.	S: <Value1> + <Value2> E: {Quantity + 2}
-	Evaluates the difference between two numbers or negates the value of a numeric expression.	S: <Number1> - <Number2> E: {Quantity - 2}

Comparison

Value	Description	Expression
<	Returns True if the left operand is less than the right operand.	S: <Value1> < <Value2> E: {AnnualSales < 80000}
<=	Returns True if the left operand is less than or equal to the right operand.	S: <Value1> <= <Value2> E: {AnnualSales <= 80000}
>	Returns True if the left operand is greater than the right operand.	S: <Value1> > <Value2> E: {AnnualSales > 80000}
>=	Returns True if the left operand is greater than or equal to the right operand.	S: <Value1> >= <Value2> E: {AnnualSales >= 80000}
=	Returns True if the left operand is equal to the right operand.	S: <Value1> = <Value2> E: {AnnualSales = 80000}
<>	Returns True if the left operand is not equal to the right operand.	S: <Value1> <> <Value2> E: {AnnualSales <> 80000}
Like	Compares two strings and returns True if the left operand is the same as the right operand.	S: <String1> Like <String2> E: {FirstName Like "A*"}
Is	Compares two object references and returns True if the left operand is identical to the right operand.	S: <Value1> Is <Value2> E: {FirstName Is LastName}

Concatenation

Value	Description	Expression
&	Returns the string value of the concatenation of two expressions that individually evaluate to strings.	S: <String1> & <String2> E: {FirstName & " " & LastName}
+	Evaluates the sum of two numbers or concatenates two strings.	S: <String1> + <String2> E: {FirstName + " " + LastName}

Logical/Bitwise

Value	Description	Expression
And	Returns the logical conjunction of two Boolean expressions, or the bitwise conjunction of two numeric expressions.	S:<Value1> And <Value2> E: {AnnualSales > 80000 And Quantity > 5}
Not	Returns the logical negation of a Boolean expression, or the bitwise negation of a numeric expression.	S: Not <Value> E: {Not AnnualSales > 80000}
Or	Returns the logical disjunction of two Boolean expressions, or the bitwise disjunction of two numeric values.	S: <Value1> Or <Value2> E: {AnnualSales > 80000 Or Quantity > 5}
Xor	Returns a logical exclusion operation of two Boolean expressions, or a bitwise exclusion of two numeric expressions.	S: <Value1> Xor <Value2> E: {AnnualSales > 80000 Xor Quantity > 5}
AndAlso	Returns the logical conjunction of two Boolean expressions by skipping evaluation of the other expression if the evaluation of the first expression provides the result.	S: <Boolean1> AndAlso <Boolean2> E: {AnnualSales > 80000 AndAlso Quantity > 1}
OrElse	Returns the logical disjunction of two Boolean expressions by skipping evaluation of one expression if the evaluation of the other expression provides the result.	S: <Boolean1> OrElse <Boolean2> E: {AnnualSales > 80000 OrElse Quantity > 1}

Bit Shift

Value	Description	Expression
<<	Performs an arithmetic left shift on a bit pattern.	S: <Number1> << <Number2> E: {RegionID << 2}
>>	Performs an arithmetic right shift on a bit pattern.	S: <Number1> >> <Number2> E: {RegionID >> 2}

Document Map

Value	Description	Expression
Path	Returns the path of the TOC level.	{DocumentMap.Path}

List of Functions

You can use a function in an expression to perform actions on data in data regions, groups, and datasets. You can access these functions under the Functions node within the Expression Editor dialog. In any property that accepts expressions you can use the dropdown and select <Expression> to open the dialog.

The following tables contain details about each of the functions included for use in Property expressions.

Date & Time

Value	Description	Expression
DateAdd	Returns a date and time value that is the result of adding the interval to the date and time field of the specified unit.	S: DateAdd(DateInterval,Number,DateTime) E: {DateAdd("d", 5, SaleDate)}; {DateAdd(DateInterval.Day, 5, SaleDate)}
DateDiff	Returns the difference between the start date and time and end date and time of the specified unit.	S: DateDiff(<DateInterval>, <DateTime1>, <DateTime2>[, <DayOfWeek>[, <WeekOfYear>]]) E: {DateDiff("yyyy", SaleDate, "1/1/2015")}; {DateDiff(DateInterval.Year, SaleDate, "1/1/2015")}
DatePart	Returns the Integer value that represents the specified part of the given date.	S: DatePart(<DateInterval>, <DateTime>[, <FirstDayOfWeek>[, <FirstWeekOfYear>]]) E: {DatePart("m", SaleDate)}
DateSerial	Returns a Date value that represents a specified year, month, and day, with the time information set to midnight (00:00:00).	S: DateSerial(<Year Number>, <Month Number>, <Day Number>) E: {DateSerial(DatePart("yyyy", SaleDate) - 10, DatePart("m", SaleDate) + 5, DatePart("d", SaleDate) - 1)}
DateString	Returns the String value that represents the current date in your system.	S: DateString() E: {DateString()}; {DatePart("m", DateString())}
DateValue	Returns a Date value that contains the information on date represented by a string, with the time set to midnight (00:00:00).	S: DateValue(<StringDate>) E: {DateValue("December 12, 2015")}
Day	Returns an Integer value from 1 through 31 that represents the day of the month.	S: Day(<DateTime>) E: {Day(SaleDate)}
Hour	Returns an Integer value from 0 through 23 that represents the hour of the day.	S: Hour(<DateTime>) E: {Hour(SaleDate)}
Minute	Returns an Integer value from 0 through 59 that represents the minute of the hour.	S: Minute(<DateTime>) E: {Minute(SaleDate)}
Month	Returns an Integer value from 1 through 12 that represents the month of the year.	S: Month(<DateTime>) E: {Month(SaleDate)}
MonthName	Returns the name of the month specified in the date as a String.	S: MonthName(<Month Number>[, <Abbreviate>]) E: {MonthName(MonthNumber)}
Now	Returns the current date and time in your system.	S: Now() E: {Now()}
Second	Returns an Integer value from 0 through 59 that represents the second of the minute.	S: Second(<DateTime>) E: {Second(SaleDate)}
TimeOfDay	Returns a Date value containing the current time of day in your system.	S: TimeOfDay() E: {TimeOfDay()}
Timer	Returns a Double value that represents the number of seconds elapsed since midnight.	S: Timer() E: {Timer()}
TimeSerial	Returns a Date value that represents a specified hour, minute, and second, with the date information set relative to January 1 of the year 0001.	S: TimeSerial(<Hour Number>, <Minute Number>, <Second Number>) E: {TimeSerial(DatePart("h", SaleDate), DatePart("n", SaleDate), DatePart("s", SaleDate))}
TimeString	Returns the String value that represents the current time of day in your system.	S: TimeString() E: {TimeString()}
TimeValue	Returns a Date value that contains the information on time represented by a string, with the date set to January 1 of the year 0001.	S: TimeValue(<StringTime>) E: {TimeValue("15:25:45")}; {TimeValue(SaleDate)}
Today	Returns a Date value that contains the current date in your system.	S: Today() E: {Today()}
Weekday	Returns an Integer value that contains a number representing the day of the week.	S: Weekday(<DateTime>[,<DayOfWeek>]) E: {Weekday(SaleDate, 0)}
WeekdayName	Returns a String value that contains the name of the specified weekday.	S: WeekdayName(<WeekDay>[, <Abbreviate>[, <FirstDayOfWeek>]]) E: {WeekdayName(3, true, 0)}; {WeekDayName(DatePart("w", SaleDate), true, 0)}
Quarter	Returns an Integer value from 1 through 4 that represents the quarter of the year.	S: Quarter(<DateTime>) E: {Quarter(SaleDate)}
QuarterName	Returns a String value that represents the quarter of the year.	S: QuarterName(<DateTime>) E: {QuarterName(SaleDate)}
Year	Returns an Integer value from 1 through 9999 representing the year.	S: Year(<DateTime>) E: {Year(SaleDate)}
AddYears	Returns a date and time value that is a result of adding the date interval in years. The specified date interval can be negative.	S: <DateTime>.AddYears(<Number>) E: {OrderDate.AddYears(3)}
AddMonths	Returns a date and time value that is a result of adding the date interval in months. The specified date interval can be negative.	S: <DateTime>.AddMonths(<Number>) E: {OrderDate.AddMonths(2)}
AddDays	Returns a date and time value that is a result of adding the date interval in days. The specified date interval can be negative.	S: <DateTime>.AddDays(<Number>) E: {OrderDate.AddDays(5)}
AddHours	Returns a date and time value that is a result of adding the time interval in hours. The specified time interval can be negative.	S: <DateTime>.AddHours(<Number>) E: {OrderDate.AddHours(12)}
AddMinutes	Returns a date and time value that is a result of adding the time interval in minutes. The specified time interval can be negative.	S: <DateTime>.AddMinutes(<Number>) E: {OrderDate.AddMinutes(30)}
AddSeconds	Returns a date and time value that is a result of adding the time interval in seconds. The specified time interval can be negative.	S: <DateTime>.AddSeconds(<Number>) E: {OrderDate.AddSeconds(30)}
AddMilliseconds	Returns a date and time value that is a result of adding the time interval in milliseconds. The specified time interval can be negative.	S: <DateTime>.AddMilliseconds(<Number>) E: {OrderDate.AddMilliseconds(500)}
DateTime.Parse	Converts the specified string value to a date and time value.	S: DateTime.Parse(<String>[, <String>]) E: {DateTime.Parse("01/01/1970")}

Math

Value	Description	Expression
Abs	Returns the absolute or positive value of a single-precision floating-point number.	S: Abs(<Number>) E: {Abs(-5.5)}; {Abs(YearlyIncome - 80000)}
Acos	Returns the angle whose cosine is the specified number.	S: Acos(<Number>) E: {Acos(0.5)}; {Acos(Angle)}
Asin	Returns the angle whose sine is the specified number.	S: Asin(<Number>) E: {Asin(0.5)}; {Asin(Angle)}
Atan	Returns the angle whose tangent is the specified number.	S: Atan(<Number>) E: {Atan(0.5)}; {Atan(Angle)}
Atan 2	Returns the angle whose tangent is the quotient of two specified numbers.	S: Atan2(<Number1>, <Number2>) E: {Atan2(3, 7)}; {Atan2(CoordinateY, CoordinateX)}
BigMul	Returns the multiplication of two 32-bit numbers.	S: BigMul(<Number1>, <Number2>) E: {BigMul(4294967295, -2147483647)}; {BigMul(Int32Value, Int32Value)}
Ceiling	Returns the smallest integer greater than or equal to the specified double-precision floating-point number.	S: Ceiling(<Number>) E: {Ceiling(98.4331)}; {Ceiling(AnnualSales / 6)}
Cos	Returns the smallest integer greater than or equal to the specified double-precision floating-point number.	S: Cos(<Number>) E: {Cos(60)}
Cosh	Returns the hyperbolic cosine of the specified angle.	S: Cosh(<Number>) E: {Cosh(60)}
E	Returns the value of E, which is 2.71828182845905.	S: E E: {E * 2}
Exp	Returns e raised to the specified power, where e is Euler's number. It is the inverse of the Log function.	S: Exp(<Number>) E: {Exp(3)}; {Exp(IntegerCounter)}
Fix	Returns the integer portion of a number.	S: Fix(<Number>) E: {Fix(-7.15)}; {Fix(AnnualSales / -5)}
Floor	Returns the largest integer less than or equal to the specified double-precision floating-point number.	S: Floor(<Number>) E: {Floor(4.67)}; {Floor(AnnualSales / 12)}
IEEERemainder	Returns the remainder after division of one number by another according to IEEE standards.	S: IEEERemainder(<Number1>, <Number2>) E: {IEEERemainder(9, 8)}
Log	Returns the logarithm of the specified number.	S: Log(<Number>) E: {Log(20.5)}; {Log(NumberValue)}
Log10	Returns the logarithm of the specified number to the base 10.	S: Log10(<Number>) E: {Log10(20.5)}; {Log10(NumberValue)}
Max	Returns the maximum non-null value from the specified expression.	S: Max(<Values>) E: {Max(OrderTotal)}
Min	Returns the minimum non-null value from the specified expression.	S: Min(<Values>) E: {Min(OrderTotal)}
PI	Returns the value of PI, which is 3.14159265358979.	S: PI E: {2 * PI * Radius}
Pow	Returns one number raised to the power of another number.	S: Pow(<Number1>, <Number2>) E: {Pow(Quantity, 2)}
Round	Returns the round-off of a decimal number to the nearest integer or to the nearest decimal number up to the specified digits.	S: Round(<Number>) E: {Round(12.456)}; {Round(AnnualSales / 12.3)}
Sign	Returns a value indicating the sign of an 8-bit signed integer.	S: Sign(<Number>) E: {Sign(AnnualSales - 60000)}
Sin	Returns the sine of the specified number.	S: Sin(<Number>) E: {Sin(60)}
Sinh	Returns the hyperbolic sine of the specified angle.	S: Sinh(<Number>) E: {Sinh(60)}
Sqrt	Returns the square root of the specified number.	S: Sqrt(<Number>) E: {Sqrt(121)}
Tan	Returns the tangent of the specified number.	S: Tan(<Number>) E: {Tan(60)}
Tanh	Returns the hyperbolic tangent of the specified angle.	S: Tanh(<Number>) E: {Tanh(60)}
Truncate	Removes the digits after decimal point without rounding-off, and returns the integer value.	S: Truncate(<Number>) E: {Truncate(UnitPrice)}

Text

Value	Description	Expression
Contains	Returns True if the string contains the specified substring.	S: <String>.Contains(<String>) E: {ShipAddress.Contains("street")}
EndsWith	Returns True if the string ends with the specified substring.	S: <String>.EndsWith(<String>) E: {Description.EndsWith("documents")}
IndexOf	Returns the index of the first occurrence of the specified substring within the string.	S: <String>.IndexOf(<String>[, <Number>]) E: {Description.IndexOf("documents")}
InStr	Returns the start position of the first occurrence of the specified substring within the string.	S: InStr(<String>, <String>) E: {InStr(Description, "documents")}
LastIndexOf	Returns the index of the last occurrence of the specified substring within the string.	S: <String>.LastIndexOf(<String>[, <Number>]) E: {Description.LastIndexOf("documents")}
Replace	Replaces all the occurrences of the first specified substring with the second specified substring within the string.	S: <String>.Replace(<String>, <String>) E: {Description.Replace("documents", "invoices")}
StartsWith	Returns True if the string starts with the specified substring.	S: <String>.StartsWith(<String>) E: {Description.StartsWith("Invoice")}
Substring	Returns the substring at the specified position (zero-based) of the specified length.	S: <String>.Substring(<Number>, <Number>) E: {Description.Substring(1, 10)}
ToLower	Returns the specified string in lower case.	S: <String>.ToLower() E: {ShipCountry.ToLower()}
ToUpper	Returns the specified string in upper case.	S: <String>.ToUpper() E: {ShipCountry.ToUpper()}
Trim	Returns the string after removing all the white-space characters from both the start and the end of the specified string.	S: <String>.Trim() E: {@Info.Trim()}
TrimEnd	Returns the string after removing all the white-space characters from the end of the specified string.	S: <String>.TrimEnd() E: {@Info.TrimEnd()}
TrimStart	Returns the string after removing all the white-space characters from the start of the specified string.	S: <String>.TrimStart() E: {@Info.TrimStart()}

Inspection

Value	Description	Expression
IsArray	Returns True if the expression can be evaluated as an array.	S: IsArray(<Expression>) E: {IsArray(@Initials)}
IsDate	Returns True if the expression represents a valid Date value.	S: IsDate(<Expression>) E: {IsDate(BirthDate)}; {IsDate("31/12/2010")}
IsDBNull	Returns True if the expression evaluates to a null.	S: IsDBNull(<Expression>) E: {IsDBNull(MonthlySales)}
IsError	Returns True if the expression evaluates to an error.	S: IsError(<Expression>) E: {IsError(AnnualSales = 80000)}
IsNothing	Returns True if the expression evaluates to nothing.	S: IsNothing(<Expression>) E: {IsNothing(MiddleInitial)}
IsNumeric	Returns True if the expression can be evaluated as a number.	S: IsNumeric(<Expression>) E: {IsNumeric(AnnualSales)}
DBNull.Value	Allows checking whether a value is a DBNull value.	S: DBNull.Value E: {IIF(Organization is DBNull.Value, "<NULL>", Organization)}

Program Flow

Value	Description	Expression
Choose	Returns a value from a list of arguments.	S: Choose(<Index>, <Value1>[, <Value2>,...[, <ValueN>]]) E: {Choose(3, "10", "15", "20", "25")}
IIF	Returns the first value if the expression evaluates to True, and the second value if the expression evaluates to False.	S: IIF(<Condition>, <TruePart>, <FalsePart>) E: {IIF(AnnualSales >= 80000, "Above Average", "Below Average")}
Partition	Returns a string (in the form x : y) that represents the calculated range based on the specified interval containing the specified number.	S: Partition(<Value>, <Start>, <End>, <Interval>) E: {Partition(1999, 1980, 2000, 10)}
Switch	Returns the value of the first expression that evaluates to True among a list of expressions.	S: Switch(<Condition1>, <Value1>[, <Condition2>, <Value2>,...[, <ConditionN>, <ValueN>]]) E: {Switch(FirstName = "Abraham", "Adria", FirstName = "Charelotte", "Cherrie")}

Aggregate

Value	Description	Expression
AggregateIf	Calculates the aggregate of the values from the specified expression if the Boolean expression meets the given condition.	S: AggregateIf(<Condition>, <AggregateFunction>, <AggregateArguments>) E: {AggregateIf(Discontinued = true, "Sum", InStock)}
AggregateIf (with scope)	Calculates the aggregate of the values from the specified expression if the Boolean expression meets the given condition, within the specified scope.	S: AggregateIf(<Condition>, <AggregateFunction>, <AggregateArguments>, <Scope>) E: {AggregateIf(Discontinued = true, "Sum", InStock, "Category")}
Avg	Calculates the average of all non-null numeric values from the specified expression.	S: Avg(<Values>) E: {Avg(LifeExpentancy)}
Avg (with scope)	Calculates the average of all non-null numeric values from the specified expression within the specified scope.	S: Avg(<Values>, <Scope>) E: {Avg(LifeExpentancy, "GroupByCountry")}
Count	Calculates the number of non-null values from the specified expression.	S: Count(<Values>) E: {Count(EmployeeID)}
Count (with scope)	Calculates the number of non-null values from the specified expression within the specified scope.	S: Count(<Values>, <Scope>) E: {Count(EmployeeID, "Title")}
CountDistinct	Calculates the number of non-repeated values from the specified expression.	S: CountDistinct(<Values>) E: {CountDistinct(OrderID)}
CountDistinct (with scope)	Calculates the number of non-repeated values from the specified expression within the specified scope.	S: CountDistinct(<Values>, <Scope>) E: {CountDistinct(OrderID, "GroupByCategory")}
CountRows	Calculates the number of rows.	S: CountRows() E: {CountRows()}
CountRows (with Scope)	Calculates the number of rows within the specified scope.	S: CountRows(<Scope>) E: {CountRows("Title")}
CrossAggregate	Calculates the specified function with specified expression as an argument in the cross of specified row and column.	S: CrossAggregate(<Expression>, <FunctionName>, <ColumnGroupName>, <RowGroupName>) E: {CrossAggregate(Amount, "Sum", "YearGroup", "CategoryGroup")}
CumulativeTotal	Calculates the sum of page-level aggregates returned by the expression for current and previous pages.	S: CumulativeTotal(<Expression>, <Aggregate>) E: {CumulativeTotal(OrderID, "Count")}
DistinctSum	Calculates the sum of values from the specified expression when the value of the other expression is not repeated.	S: DistinctSum(<Values>, <Value>) E: {DistinctSum(OrderID, OrderFreight)}
DistinctSum (wih scope)	Calculates the sum of values of the specified expression when the value of the other expression is not repeated, within the specified scope.	S: DistinctSum(<Values>, <Value>, <Scope>) E: {DistinctSum(OrderID, OrderFreight, "Order")}
First	Returns the first value from the specified expression.	S: First(<Values>) E: {First(ProductNumber)}
First (with scope)	Returns the first value from the specified expression within the specified scope.	S: First(<Values>, <Scope>) E: {First(ProductNumber, "Category")}
Last	Returns the last value from the specified expression.	S: Last(<Values>) E: {Last(ProductNumber)}
Last (with scope)	Returns the last value from the specified expression within the specified scope.	S: Last(<Values>, <Scope>) E: {Last(ProductNumber, "Category")}
Max	Returns the maximum non-null value from the specified expression.	S: Max(<Values>) E: {Max(OrderTotal)}
Max (with scope)	Returns the maximum non-null value from the specified expression within the specified scope.	S: Max(<Values>, <Scope>) E: {Max(OrderTotal, "Year")}
Median	Returns the value that is the mid-point of the values in the specified expression. Median is the center value in a sequence of values.	S: Median(<Values>) E: {Median(OrderTotal)}
Median (with scope)	Returns the value that is the mid-point of the ordered values in the specified expression, within the specified scope. Median is the center value in a sequence of values.	S: Median(<Values>, <Scope>) E: {Median(OrderTotal, "Year")}
Min	Returns the minimum non-null value from the specified expression.	S: Min(<Values>) E: {Min(OrderTotal)}
Min (with scope)	Returns the minimum non-null value from the specified expression within the specified scope.	S: Min(<Values>, <Scope>) E: {Min(OrderTotal, "Year")}
Mode	Returns the most frequently occurring value from the specified expression.	S: Mode(<Values>) E: {Mode(OrderTotal)}
Mode (with scope)	Returns the most frequently occurring value from the specified expression, within the specified scope.	S: Mode(<Values>, <Scope>) E: {Mode(OrderTotal, "Year")}
RunningValue	Calculates a running aggregate of all non-null numeric values from the specified expression, using another aggregate function as a parameter.	S: RunningValue(<Values>, <AggregateFunction>) E: {RunningValue(Price, "Sum")}
RunningValue (with scope)	Calculates a running aggregate of all non-null numeric values from the specified expression, using another aggregate function as a parameter, within the specified scope.	S: RunningValue(<Values>, <AggregateFunction>, <Scope>) E: {RunningValue(Price, "Sum", "Nwind")}
StDev	Calculates the standard deviation of all non-null values of the specified expression.	S: StDev(<Values>) E: {StDev(LineTotal)}
StDev (with scope)	Calculates the standard deviation of all non-null values of the specified expression, within the specified scope.	S: StDev(<Values>, <Scope>) E: {StDev(LineTotal, "Nwind")}
StDevP	Calculates the population standard deviation of all non-null values of the specified expression.	S: StDevP(<Values>) E: {StDevP(LineTotal)}
StDevP (with scope)	Calculates the population standard deviation of all non-null values of the specified expression within the specified scope.	S: StDevP(<Values>, <Scope>) E: {StDevP(LineTotal, "Order")}
Sum	Calculates the sum of the values of the specified expression.	S: Sum(<Values>) E: {Sum(Price)}
Sum (with scope)	Calculates the sum of the values of the specified expression within the specified scope.	S: Sum(<Values>, <Scope>) E: {Sum(Price, "Category")}
Var	Calculates the variance (standard deviation squared) of all non-null values of the specified expression.	S: Var(<Values>) E: {Var(LineTotal)}
Var (with scope)	Calculates the variance (standard deviation squared) of all non-null values of the specified expression.	S: Var(<Values>, <Scope>) E: {Var(LineTotal, "Order")}
VarP	Calculates the population variance (population standard variation squared) of all non-null values of the specified expression.	S: VarP(<Values>) E: {VarP(LineTotal)}
VarP (with scope)	Calculates the population variance (population standard variation squared) of all non-null values of the specified expression, within the specified scope.	S: VarP(<Values>, <Scope>) E: {VarP(LineTotal, "Order")}

Conversion

Value	Description	Expression
ToBoolean	Converts the specified value to Boolean.	S: ToBoolean(<Value>) E: {ToBoolean(HouseOwnerFlag)}
ToByte	Converts the specified value to Byte.	S: ToByte(<Value>) E: {ToByte(ProductNumber)}
ToChar	Converts the specified value to Char.	S: ToChar(<Value>) E: {ToChar(OrderStatus)}; {ToChar("Hello")}
ToDateTime	Converts the specified value to a Date and Time value.	S: ToDateTime(<Value>) E: {ToDateTime(SaleDate)}; {ToDateTime("1 January, 2017")}
ToDecimal	Converts the specified value to Decimal.	S: ToDecimal(<Value>) E: {ToDecimal(Sales)}
ToDouble	Converts the specified value to Double .	S: ToDouble (<Value>) E: {ToDouble(AnnualSales)}; {ToDouble(535.85 * 0.2691 * 67483)}
ToInt16	Converts the specified value to a 16-bit signed Integer.	S: ToInt16(<Value>) E: {ToInt16(AnnualSales)}; {ToInt16(535.85)}
ToInt32	Converts the specified value to a 32-bit signed Integer.	S: ToInt32(<Value>) E: {ToInt32(AnnualSales)}
ToInt64	Converts the specified value to a 64-bit signed Integer.	S: ToInt64(<Value>) E: {ToInt64(AnnualSales)}
ToSingle	Converts the specified value to a single-precision floating-point number.	S: ToSingle(<Value>) E: {ToSingle(AnnualSales)}; {ToSingle(15.857692134)}
ToString	Converts the specified value to String.	S: ToString(<Value>) E: {ToString(YearlyIncome)}; {ToString(13.5)}
.ToString	Converts the value to String in the specified format.	S: .ToString(<Value>) E: {OrderDate.ToString("dd MMM yyyy")}
ToUInt16	Converts the specified value to a 16-bit unsigned Integer.	S: ToUInt16(<Value>) E: {ToUInt16(AnnualSales)}
ToUInt32	Converts the specified value to a 32-bit unsigned Integer.	S: ToUInt32(<Value>) E: {ToUInt32(AnnualSales)}
ToUInt64	Converts the specified value to a 64-bit unsigned Integer.	S: ToUInt64(<Value>) E: {ToUInt64(AnnualSales)}
Format	Converts the specified value to rmat.	S: Format(<Value>) E: {Format(OrderDate, "dd MMM yyyy")}
NumberToWords	Converts the specified value to words. Single argument function uses the current language from the portal. A function with two arguments uses the language passed by the second argument(Supported cultures: "zh-cn", "en-us", "ja-jp").	S: NumberToWords(<Value>) E: {UserContext.NumberToWords(123.5)}; {UserContext.NumberToWords(981, "zh-CN")}

General

Value	Description	Expression
GetFields	Returns an IDictionary<string,Field> object that contains the current contents of the Fields collection. Only valid when used within a data region. This function makes it easier to write code that deals with complex conditionals. To write the equivalent function without GetFields() would require passing each of the queried field values into the method which could be prohibitive when dealing with many fields.	S: GetFields() E: {GetFields()}; {Code.DisplayAccountID(GetFields())}
InScope	Evaluates to true or false depending on whether the current value is in the specified scope.	S: InScope(<Scope>) E: {InScope("Order")}
Level	Returns a zero-based integer representing the current level of depth in a recursive hierarchy in the current scope. The first level in the hierarchy is 0.	S: Level() E: {Level()}
Level (with scope)	Returns a zero-based integer representing the current level of depth in a recursive hierarchy in the specified scope. The first level in the hierarchy is 0.	S: Level(<Scope>) E: {Level("Order")}
Level (with scope)	Returns a zero-based integer representing the current level of depth in a recursive hierarchy in the specified scope. The first level in the hierarchy is 0.	S: Level(<Scope>) E: {Level("Order")}
Lookup	Returns the first matching value for the specified name from the dataset with name and value pairs.	S: Lookup(<Source>, <Destination>, <Result>, <DataSet>) E: {Lookup(ProductID, ProductID, Quantity, "DataSet2")}
LookupSet	Returns the set of matching values for the specified name from the dataset that contains name/value pairs.	S: LookupSet(<Source>, <Destination>, <Result>, <DataSet>) E: {LookupSet(ProductID, ProductID, Quantity, "DataSet2")}
Previous	Calculates the value of the expression for the previous row of data.	S: Previous(<Expression>) E: {Previous(OrderID)}
Previous (with scope)	Calculates the value of the expression for the previous row of data within the specified scope.	S: Previous(<Expression>, <Scope>) E: {Previous(OrderID, "Order")}
RowNumber	Returns the running count of all the rows.	S: RowNumber() E: {RowNumber()}
RowNumber (with scope)	Returns the running count of all the rows in the specified scope.	S: RowNumber(<Scope>) E: {RowNumber("OrderID")}
GetLength	Returns the number of elements in the specified array.	S: <Collection>.GetLength(<Number>) E: {@MultiValueParameter.GetLength(0)}
Item	Returns an item by its name from Fields/Parameters/ReportItems.	S: <Object/Record>.Item(<String>) E: {Fields.Item("Company Name").Name}; {Parameters.Item("Parameter1").Name}; {ReportItems.Item("TextBox1").Value}
Join	Returns a string that is a result of joining the elements of an array, using the specified delimiter between elements.	S: Join(<Values>, <String>) E: {Join(@MultiValueParameter, ", ")}
GetUserValue	Displays the user context value for specified property, e.g. "name","email".	S: UserContext.getValue(<String>) E: {UserContext.getValue("name")}
UserContext.T	Displays the user translation for specified key.	S: UserContext.T(<String>) E: {UserContext.T("translationKey")}

You can easily hide or remove the pages in a Page report at the run time using the Visibility properties.

The visibility for a report page can be set using the Hidden and ToggleItem properties. These properties let you specify whether to hide or display the page when you preview a report. In the rendered report the page generation for the hidden pages is skipped.

Using the Hidden Property

This property controls the visibility of the report page based on the expression that you specify or the value you set, being True or False. If you want to hide the report page set the property to True. In cases where you want to hide the report page under certain conditions you'll need to enter a suitable expression.

For example:

Consider a scenario where a Page report contains three pages. Page 1 of the report consists of the report header and order summary details. Page 2 of the report contains the overflowing content of Page 1, being the order summary details and Page 3 consists of receipt of the ordered items

You want the page generation for Page 3 to skip in case the order amount or the amount paid is zero.

To do so, set the Hidden property for the Page 3 to:

{iif(Sum(Quantity * UnitPrice) = 0, true, false)}.

Using the Toggle Item Property

This property toggles the visibility of the report page based on a textbox click in the report. In the rendered report a Toggle icon appears next to the textbox to indicate a collapsed state for the hidden page and an expanded state for the visible page. Whenever the textbox is clicked the toggle state changes. Accordingly you can show or hide the page.

When you create a report in the Report Designer you must preview it in the Report Viewer to verify the final output of your report. The Report Viewer has numerous built-in features that enable you to print or export a report, zoom in or out of a report, search for any text or numbers in a report, navigate between the report pages, save filters for reports that define the value of parameters and more. All these features are useful when previewing a report.

The following are the different ways to view your report output.

In the Report Designer, click the Preview button to generate the report output in the Viewer.

Set Full Screen as Default Preview View

1. In the Report Designer, go to the Info panel and set the Fullscreen toggle button to True.

2. Click the Preview button to generate the report output in the viewer. By default, the preview of the report output will open in full screen and the menu bar will be shown at the bottom of the page. Use the Expand button to expand the sidebar.

Saving the Filters

You can save the filters for reports which define the value of the parameters. These filters can be used as quick settings for the parameters when previewing the reports. Instead of defining the parameters every time, you can use these preset filters to match the filters that were used in the preview.

Follow the below steps to save filters as required:

1. Under the Documents section on the portal, click the Preview button against the report which output you want to see in the Report Viewer.

2. If the report has the parameters select the parameters and click Preview.

3. Click the Expand toolbar, and then click the  Filters option.

4. Select the Save Current Data Filter option.

5. The Save New Data Filter dialog pop-up will be displayed.

6. Enter the details and save the filters.

7. The saved filter is now listed.

   You can then use these filters as quick settings for the parameters when previewing the reports.

Viewer Toolbar

The following table lists the actions you can perform through the Viewer toolbar.

Name	Description
First Page	Navigates to the first page of the report.
Previous Page	Navigates to the previous pages in the report.
Next Page	Navigates to the following pages in the report.
Last Page	Navigates to the last page of the report.
Refresh	Refreshes the report to check for any new modifications or updates.
Cancel	Cancels the report rendering.
Back to Parent	Returns to the parent report in a drill-through page report.
Go Back	Takes Viewer to the previous view in the Viewer history.
Go Forward	Takes the Viewer one step forward in the Viewer history.
Move Tool	Allows to move a selection or an entire page by moving the mouse.
Zoom Out	Decreases the magnification of the report.
100%	Displays the current zoom percentage. Allows you to select from the available zoom options - Zoom In, Zoom Out, 100%, Fit to Page and Fit to Width.
Zoom In	Increases the magnification of the report.
Expand toolbar	To view more options on the toolbar.
Toggle Fullscreen	Displays the report in fullscreen mode, hiding the entire UI.
Print	Displays the Print dialog to specify printing options.
Email	Emails the report to the designated email address(es) in the specified export format.
Single Page View	Shows one page at a time in the Viewer.
Continuous View	Shows all preview pages one below the other.
Galley	Displays report in a single scrollable page.
Filters	Gives the ability to save filters for reports which define the value of the parameters.
Search	Allows you to search for text with match-case and whole-word search options.
Export	Allows you to export to PDF, Excel, Word (docx), CSV, HTML, PNG, TXT, and JSON formats.
Expand or Collapse	Expands or collapses the sidebar panel for Search and Export options.

Exporting the Report

You can export a report to various of file formats, such as pdf, excel, word, csv, html, image, json, txt, xml, and excel data. When the report is exported to the desired file format, important information can be backed up on your system and duplicate copies can be created to save reports in different file formats.

Follow the below steps to export a report while previewing.

1. In the Report Viewer click the Export button on the top-right corner of the viewer to expand the Export panel on the right side of your screen.

   By default, the Delivery Type in the Export settings is set as Export.

2. Select a suitable file format from the list. For example, select Word or Excel as the export format and then click the Advanced Settings checkbox to set the export properties of the selected format.

3. Set the advanced properties of the selected export format. click the Export button to export the report. Export settings for each export format are different.

4. Your report will be exported to the Downloads folder of your system.