Difference between revisions of "Category:Document editor"
(Created page with "Category:Reports ===Document editor=== CatGlobe introduces the Document Editor - a solution to simplify the task of making reports. Once you start working with it, you ...") |
|||
(2 intermediate revisions by 2 users not shown) | |||
Line 1: | Line 1: | ||
− | [[ | + | {{HelpFiles_Report_Module}} |
− | + | ||
+ | === Document editor === | ||
+ | |||
+ | CatGlobe introduces the Document Editor - a solution to simplify the task of making reports. Once you start working with it, you will soon find it is not only an easy-to-use tool, but also a powerful tool that can interact with Data Cache/Diagrams. Moreover it offers a recently added feature that makes it possible to export any reports to PDF documents, makes the editor more valuable than ever! | ||
+ | |||
+ | [[Image:5842.png|800px|ReportDoc56-1]] | ||
+ | |||
+ | The editor consists of a top menu, two tool bars underneath it, and an editing area. | ||
+ | |||
+ | In the top menu, you will find a number of commands which are shortly described in the table below. | ||
+ | |||
+ | {| width="1152" cellspacing="0" cellpadding="2" border="1" class="tableintopic" style="border-collapse:collapse; border:1px solid #010101" | ||
+ | |- align="left" valign="top" | ||
+ | | width="186" bgcolor="#FF8000" style="border:1px solid #010101;" | | ||
+ | Level 1 | ||
+ | |||
+ | | width="198" bgcolor="#FF8000" style="border:1px solid #010101;" | | ||
+ | Level 2 | ||
+ | |||
+ | | width="150" bgcolor="#FF8000" style="border:1px solid #010101;" | | ||
+ | Shortcut key | ||
+ | |||
+ | | width="618" bgcolor="#FF8000" style="border:1px solid #010101;" | | ||
+ | Description | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="186" style="border:1px solid #010101;" rowspan="3" | | ||
+ | System | ||
+ | |||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Language option | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | Ctrl + Shift + L | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Configure languages displayed in the document | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Save | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | Ctrl + S | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Save the document to the database | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Close | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | Ctrl + Q | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Close the editor | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="186" style="border:1px solid #010101;" rowspan="7" | | ||
+ | Insert | ||
+ | |||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Table of contents | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Insert table of contents of the document into the current page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Hyperlink | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Insert a hyperlink into the current page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Picture | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Insert a picture to the current page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Diagram | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Create a diagram and insert it into the current page using the Spreadsheet editor | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Copy diagrams | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Copy existing diagrams from other resources and insert them into the current page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Portrait section | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Feature that influences export of the document report to PDF. All pages that are converted to PDF from this section insert and until a "Landscape section" insert is met, will be exported in portrait format. | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Landscape section | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Feature that influences export of the document report to PDF. All pages that are converted to PDF from this section insert and until a "Portrait section" insert is met, will be exported in landscape format. | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="186" style="border:1px solid #010101;" rowspan="5" | | ||
+ | Page | ||
+ | |||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Back | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Go to the next page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Forward | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Go to the previous page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Add before | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Add a new page before the current page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Add after | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Add a new page after the current page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Delete | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Delete the current page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="186" style="border:1px solid #010101;" rowspan="3" | | ||
+ | Advanced | ||
+ | |||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Clear unused diagrams | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Free up unnecessary diagrams related to the document | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Attachments | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
+ | |||
+ | | width="618" style="border:1px solid #010101;" | | ||
+ | Insert attachments into the current page | ||
+ | |||
+ | |- align="left" valign="top" | ||
+ | | width="198" style="border:1px solid #010101;" | | ||
+ | Page setup | ||
+ | |||
+ | | width="150" style="border:1px solid #010101;" | | ||
+ | | ||
− | == | + | | width="618" style="border:1px solid #010101;" | |
+ | Sets up elements for how the page will look when exported to PDF. Please read further down for more information. | ||
− | + | |} | |
− | + | Some of the more advanced features are not covered in this help file. Please follow these links below to read more about them:<br>Setting up style for diagrams <br> | |
− | + | *[[Data cache specification module|Using data cache in reports and diagrams]]<br> | |
+ | *[[Standard diagram|Creating static diagrams using the Spreadsheet editor]] | ||
+ | *[[Expression syntax|Using expressions in reports and diagrams]] | ||
+ | *[[Reports - Templates - Filters - Constants|Using constants in reports and diagrams]] | ||
+ | *[[Mass update reports|Mass-updating reports]]<br> | ||
− | + | To learn more on some of the standard features please click on the links below.<!-- imported from file: 1419.htm--> | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | + | [[Category:Reports]] | |
− | |||
− |
Latest revision as of 08:45, 6 March 2012
Document editor
CatGlobe introduces the Document Editor - a solution to simplify the task of making reports. Once you start working with it, you will soon find it is not only an easy-to-use tool, but also a powerful tool that can interact with Data Cache/Diagrams. Moreover it offers a recently added feature that makes it possible to export any reports to PDF documents, makes the editor more valuable than ever!
The editor consists of a top menu, two tool bars underneath it, and an editing area.
In the top menu, you will find a number of commands which are shortly described in the table below.
Level 1 |
Level 2 |
Shortcut key |
Description |
System |
Language option |
Ctrl + Shift + L |
Configure languages displayed in the document |
Save |
Ctrl + S |
Save the document to the database | |
Close |
Ctrl + Q |
Close the editor | |
Insert |
Table of contents |
|
Insert table of contents of the document into the current page |
Hyperlink |
|
Insert a hyperlink into the current page | |
Picture |
|
Insert a picture to the current page | |
Diagram |
|
Create a diagram and insert it into the current page using the Spreadsheet editor | |
Copy diagrams |
|
Copy existing diagrams from other resources and insert them into the current page | |
Portrait section |
|
Feature that influences export of the document report to PDF. All pages that are converted to PDF from this section insert and until a "Landscape section" insert is met, will be exported in portrait format. | |
Landscape section |
|
Feature that influences export of the document report to PDF. All pages that are converted to PDF from this section insert and until a "Portrait section" insert is met, will be exported in landscape format. | |
Page |
Back |
|
Go to the next page |
Forward |
|
Go to the previous page | |
Add before |
|
Add a new page before the current page | |
Add after |
|
Add a new page after the current page | |
Delete |
|
Delete the current page | |
Advanced |
Clear unused diagrams |
|
Free up unnecessary diagrams related to the document |
Attachments |
|
Insert attachments into the current page | |
Page setup |
|
Sets up elements for how the page will look when exported to PDF. Please read further down for more information. |
Some of the more advanced features are not covered in this help file. Please follow these links below to read more about them:
Setting up style for diagrams
- Using data cache in reports and diagrams
- Creating static diagrams using the Spreadsheet editor
- Using expressions in reports and diagrams
- Using constants in reports and diagrams
- Mass-updating reports
To learn more on some of the standard features please click on the links below.
Pages in category "Document editor"
The following 9 pages are in this category, out of 9 total.