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Main toolbar

The main toolbar allows you to perform actions such as opening, saving, and exporting documents, tracking data changes, and displaying the report outline in WorldShare Report Designer.

The main toolbar is located at the top of the report viewer. The table below lists the options available in the main toolbar.

Main toolbar

Custom report main toolbar

 Note: If a button is greyed out, it is not available for use.

Item Button Description
File tab
New Screenshot of WorldShare Reports New button Allows you to start the process of creating a new query/document.

 Note: If a query is currently open and this icon is clicked, a prompt will appear requesting you to save the current query.

Open Screenshot of WorldShare Reports Open button Allows you to open an existing document.
Save Menu

Main toolbar save menu button

Allows you to save the document to the location on the repository where it was saved previously.

 Note: The first time a document is saved using this button, the user will be prompted to provide the location to save the report and a name for the report.

Undo

Screenshot of WorldShare Reports Undo button

Allows you to reset the report to how it displayed before your last change.
Redo

Screenshot of WorldShare Reports Redo button

Allows you to reset the report to how it displayed after you undid your last change.
Export Screenshot of WorldShare Reports More options button > Export Allows you to export the report in the following file formats: Excel, PDF, HTML, TXT, CSV
Print Screenshot of WorldShare Reports More options button > Print Allows you to print the report.
Mark as Favorite Screenshot of WorldShare Reports More options button > Mark as Favorite Allows you to add the report to the Favorites screen.
Query tab
Edit Screenshot of WorldShare Reports Edit query button Allows you to open a Query panel to make changes to your query.
Refresh Data Screenshot of WorldShare Reports Refresh menu button Allows you to refresh the report data and change prompt values.
 

 Note: Some reports may return a Partial results warning icon on the Refresh Data button. Hover over the button to display the message.
Screenshot of the Partial results warning icon message appearing on the Refresh Data button in WorldShare Reports and Report Designer

The Partial results warning and message indicate that the results exceeded the row limit for the underlying universe, and the report as displayed is therefore incomplete. If this occurs, use report prompts to limit your search results.

A Partial results warning message will also appear over the report data.
Screenshot of the Partial results warning message appearing over report data in WorldShare Reports and Report Designer

Change Source Screenshot of WorldShare Reports More options button > Change Source Allows you to change the data source for an existing data source in the report or add a new data source to the report using the Change Source Wizard.
Purge Data Screenshot of WorldShare Reports More options button > Purge Data Allows you to display the report empty of values. The structure and formatting of the report is retained. You can run the query later to return the up-to-date values from the database.
Insert tab
Insert table menu Screenshot of WorldShare Reports Insert table menu button Allows you to insert one or more of the following table types into the report.
  • Vertical - Allows you to define a vertical table to display data in columns.
  • Horizontal - Allows you to define a horizontal table to display data in rows.
  • Cross - Allows you to define a cross table to display data in rows and columns.
  • Form - Allows you to define a form to display data in groups.
Insert chart menu Screenshot of WorldShare Reports Insert chart menu button Allows you to insert one or more of the following chart types into the report.
  • Comparison
    • Column Chart
    • Bar
    • Dual Y-Axis Column
    • Dual Y-Axis Line
    • Combined Column Line
    • Dual Y-Axis Combined Column Line
    • 3D Column
    • Waterfall
  • Trend
    • Line
    • Area
  • Proportion
    • Pie
    • Pie with Variable Slice Depth
    • Donut
    • Stacked Column
    • 100% Stacked Column
    • Stacked Bar
    • 100% Stacked Bar
    • Funnel
    • Pyramid
  • Distribution
    • Tree Map
    • Heat Map
    • Box Plot
    • Radar
    • Tag Cloud
  • Correlation
    • Scatter Plot
    • Bubble
    • Polar Scatter Plot
    • Polar Bubble
  • Geographic
    • Geo Choropleth
    • Geo Bubble
    • Geo Pie
  • Indicator
    • Speedometer
    • Linear Gauge
    • Angular Gauge
    • Tile
    • Tile with deviation
  • Multiple
    • Pie Chart
    • Column Chart
    • Column Chart with 2 Y-Axes
    • Line Chart
    • Line Chart with 2 Y-Axes
    • Area Chart
    • Scatter Plot
    • Scatter Matrix
    • Geo Bubble Chart
    • Geo Choropleth Chart
Insert cell menu Screenshot of WorldShare Reports Insert cell menu button Allows you to insert one or more of the following cell types into the report.
  • Blank Cell
  • Document Name
  • Last Refreshed Date
  • Drill Filter
  • Query Summary
  • Prompt
  • Report Filter Summary
  • Page Number
  • Page Number / Total Pages
  • Total Number of Pages
  • Icon
Insert section Screenshot of WorldShare Reports Insert section button Allows you to insert a table into the report. Use the Insert table menu to style the table when using this method.
Shared Element Screenshot of WorldShare Reports More options button > Shared Element  
Custom Element Screenshot of WorldShare Reports More options button > Custom Element  
Analyze tab
Filter bar Screenshot of WorldShare Reports Show filter bar button Allows you to show or hide the report filter toolbar. The Filter bar allows the addition of any object used in the query as a filter.
Formula bar Screenshot of WorldShare Reports Formula button Allows you to show or hide the Formula bar. The Formula bar allows you to build a formula manually.
Drill Screenshot of WorldShare Reports More options button > Drill Allows you to navigate the report by hierarchy. Using this icon, you can set up objects in the report to drill into the values of the data based on the predefined Scope of Analysis.
Show Changes Screenshot of WorldShare Reports More options button > Show Changes Allows you to show changes since the data was last refreshed.

 Note: This icon is available only when data tracking is activated.

Track Data Changes Screenshot of WorldShare Reports More options button > Track Data Changes Allows you to activate or deactivate data tracking mode.
Formatting Rules Screenshot of WorldShare Reports More options button > Formatting Rules Allows you to apply conditional formatting. This button is used to edit, duplicate or delete an existing assigned format based on the value of the selected object.
Display tab
Main toolbar Screenshot of WorldShare Reports Show/Hide main toolbar button Allows you to show or hide the Main toolbar. By default, the Main toolbar is displayed.
Zoom Screenshot of WorldShare Reports Zoom button Allows you to zoom in and out of the report. You can decrease and enlarge the report size from 10% to 200% using the zoom slider.
Print layout Screenshot of WorldShare Reports Print layout button Allows you to simulate a printout or generated PDF file with headers, footers, and margins.
Freeze Screenshot of WorldShare Reports Freeze button Allows you to freeze the table headers in the report.
Fold/Unfold Screenshot of WorldShare Reports More options button > Fold / Unfold Allows you to show or hide the outline. It will provide the possibility to fold or unfold report elements based on a selected column.
Fit to Width Screenshot of WorldShare Reports More options button > Fit to Width Allows you to stretch or shrink the width of the report for printing.
Fit to Page Screenshot of WorldShare Reports More options button > Fit to Page Allows you to stretch or shrink the height of the report for printing.
Presentation Mode Screenshot of WorldShare Reports More options button > Presentation Mode Allows you to display the report in full screen mode and removes everything but the report from the screen.
Navigate tab
Navigate Screenshot of WorldShare Reports Navigate button Allows you to move through the pages of a report.