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Loading reports in tabs

Tabs list

Tab title

Working with a large number of tabs

Tab state preservation

Tab structure

Tab header options

Parameters panel options

Tab content options

Viewer options depending on report type

Microsoft SSRS Reports

Web Pages Reports

CM4D Reports

 

Loading reports in tabs

 

The ATS Reporting Portal enables viewing of reports in a multi-document viewer where the user has access to multiple loaded reports using tabs.

 

Tabs list

To open a report:

 

1a. Click on the report in the Reports menu OR

1b. Click on the report in the Favorites menu

2. A new tab is opened in the report viewing area.

3. A new tab is added to the loaded tabs list.

 

With each new click on a report item in the Reports or Favorites menu a new tab is loaded and added to the loaded tabs list. Click on the same report in the Reports or in the Favorites menu for which a tab is already loaded just activates the matching tab and does not add a new tab to the tabs list.

 

To make a tab from the tabs list active (load its content):

 

1. Click on the tab in the tabs list.

 

To close a tab from the tabs list:

 

1. Click on the icon of the tab.

 

 

Tab title

The tab title contains the report name.

 

Long report names

When the complete report name does not fit the tab size standing over the tab with the mouse pointer will display the complete name in a tool-tip.

 

 

Modified report name in favorites menu

When a report is marked as favorite it appears in the Favorites menu. Using the edit favorites options in the Reporting Portal the name of this report can be changed. When this report is loaded from the Reports menu the tab shows the name of the report in the Reports menu. When the same report is loaded from the Favorites menu the tab title is changed and now shows the name of the report in the Favorites menu. In this case a new tab is never loaded; only the title of the already loaded tab is changed to reflect your selection of a report menu item.

 

Working with a large number of tabs

When all space available for the tabs open in the tabs list is taken, opening new tabs (reports) causes for the existing tabs to become smaller (they will shrink) and the last open tab is always "full size" i.e. wider. Also, any active tab is wider then the not active ones.

 

When the number of opened tabs is 25 and you want to open yet another tab (report) this will not be possible until you close some of the existing tabs. A proper warning message will inform you about when the number of tabs is about to exceed this limit.

 

Tab state preservation

The opened tabs in the tabs list are preserved for the user after closing of the ATS Reporting Portal page. Upon next login you should see the same tabs opened in the tabs list.

 

Tab structure

 Each tab (1) has tab header (2), tab content (3) and parameters panel (4).

 

 

Tab header options

From the tab header you can:

 

  1. See the report title
  2. (Re-)Run a report
  3. Close a report
  4. Save a report in Favorites
  5. Remove a report from Favorites
  6. Search reports (for CM4D reports)
  7. Navigate to search results when viewing one report (for CM4D reports)

 

 

Parameters panel options

From the parameters panel you can:

 

  1. Change parameters values
  2. Save parameter configuration
  3. Reset parameter values (to the pre-configured ones)
  4. Change search conditions (for CM4D reports)
  5. Save search conditions (for CM4D reports)

 

    

 

Tab content options

The tab content is the actual viewer container where the report execution results are displayed. The general options the tab content offers for all types of reports are:

 

  1. View the report
  2. Interact with the report content

 

Depending of the report type (the reporting source which it comes from) viewing of the report and the report interaction options slightly differ.

 

Viewer options depending on report type

Besides the generic options provided by the tab features, each report has specific viewer options that depend on the report source.

 

Microsoft SSRS Reports

  1. Navigate to next/previous report pages
  2. Textual search
  3. Export report
  4. Reload (refresh) report
  5. Print report

 

 

Web Pages Reports

 

Web pages type of reports appear in an iframe element and from here all options provided by the loaded web page are available.

 

 

 

CM4D Reports

 

The CM4D type of reports use the parameters panel to specify search conditions that help find generated PDF files in certain user depository (network location). The report viewer in this case has two functions:

 

1. Show the search results

2. Load/show the selected PDF files from the search results