Difference between revisions of "Category:Document editor"

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[[Category:Reports]]
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{{HelpFiles_Report_Module}}  
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{{HelpFiles_Report_Module}}
 
  
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=== Document editor ===
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=== 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!  
 
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!  
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The editor consists of a top menu, two tool bars underneath it, and an editing area.  
 
The editor consists of a top menu, two tool bars underneath it, and an editing area.  
  
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In the top menu, you will find a number of commands which are shortly described in the table below. [[Data cache specification module|Using data cache in reports and diagrams]]
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In the top menu, you will find a number of commands which are shortly described in the table below.  
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{| width="1152" cellspacing="0" cellpadding="2" border="1" class="tableintopic" style="border-collapse:collapse; border:1px solid #010101"
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|- align="left" valign="top"
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| width="186" bgcolor="#FF8000" style="border:1px solid #010101;" |
 +
Level 1
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| width="198" bgcolor="#FF8000" style="border:1px solid #010101;" |
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Level 2
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| width="150" bgcolor="#FF8000" style="border:1px solid #010101;" |
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Shortcut key
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| width="618" bgcolor="#FF8000" style="border:1px solid #010101;" |
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Description
 +
 
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|- align="left" valign="top"
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| width="186" style="border:1px solid #010101;" rowspan="3" |
 +
System
 +
 
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| width="198" style="border:1px solid #010101;" |
 +
Language option
 +
 
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| 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"
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| 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;" |
 +
 
  
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| 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;" |
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Hyperlink
 +
 +
| width="150" style="border:1px solid #010101;" |
 +
 
 +
 +
| width="618" style="border:1px solid #010101;" |
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Insert a hyperlink into the current page
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|- align="left" valign="top"
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| 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
 +
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|- align="left" valign="top"
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| 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
 +
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| width="198" style="border:1px solid #010101;" |
 +
Back
 +
 +
| width="150" style="border:1px solid #010101;" |
 +
 
 +
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| 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;" |
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 +
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| width="618" style="border:1px solid #010101;" |
 +
Delete the current page
 +
 +
|- align="left" valign="top"
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| 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.
 +
 +
|}
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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]]  
 
*[[Standard diagram|Creating static diagrams using the Spreadsheet editor]]  
 
*[[Expression syntax|Using expressions in reports and diagrams]]  
 
*[[Expression syntax|Using expressions in reports and diagrams]]  
 
*[[Reports - Templates - Filters - Constants|Using constants in reports and diagrams]]  
 
*[[Reports - Templates - Filters - Constants|Using constants in reports and diagrams]]  
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*[[Mass update reports|Mass-updating reports]]  
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*[[Mass update reports|Mass-updating reports]]<br>
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*Setting up style for diagrams
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 +
To learn more on some of the standard features please click on the links below.<!-- imported from file: 1419.htm-->
  
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To learn more on some of the standard features please click on the links below. __NOTOC__ <!-- imported from file: 1419.htm-->
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[[Category:Reports]]

Latest revision as of 09:45, 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!

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.

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

To learn more on some of the standard features please click on the links below.

Retrieved from "http://wiki.catglobe.com/index.php?title=Category:Document_editor&oldid=24232"