## General operations

After having opened a report set in JReport Web, you can do the following general operations:

- Managing reports
  A report set can include one or more reports. The Go To drop-down list on the toolbar panel lists the display names of all the open reports in the current report set. Clicking the display name of an inactive report will make it active. You can manage reports in a report set easily as follows:
  - Opening and closing a report
    In a report set, a report can be shown or not. To close (hide) the active report, click Menu > File > Close Report. If there is one or more reports open other than the active report, the close action will hide the active report; in the case that the active report is the only one report open, the close action will prompt you whether or not to close the report set.

    To open (show) a hidden report, click Menu > File > Open (or the Open button on the Standard toolbar) to display the Open Report dialog, in which the reports opened in the current report set are marked with a check symbol. Check the reports you want to open, uncheck the ones you want to close, and then click OK.

  - Renaming a report
    To rename a report, first activate the report, then click Menu > File > Rename Report. In the Rename Current Report dialog, specify a new display name for the report.
  - Deleting a report
    To delete a report, first activate the report, then click Menu > File > Delete. The only report open cannot be deleted.

  Tip: If the administrator has specified to switch reports using tabs in the DHTML preferences page, you can easily activate a report in a report set by clicking the tab representing the report on the report tab bar, and closing, renaming and deleting a report can also be accomplished by right-clicking the report tab and choosing the corresponding command from the shortcut menu.

- Turning the report pages
  If a report includes more than one page, to turn between the report pages, you can
  - Click the First Page button , Previous Page button , Next Page button , or Last Page button on the View toolbar.
  - Input a number into the page box and press Enter to go to that page.
  - Click Menu > View > Turn To and then click the corresponding command on the submenu.
  - Use the scroll bar or mouse wheel to scroll up/down the report.
- Refreshing the report result
  To fetch the data of the current report again, you can click Menu > View > Refresh.
- Undoing/redoing actions
  You can undo or redo some actions by clicking Menu > Edit > Undo or Redo (or the Undo button or Redo button on the Standard toolbar).
- Configuring JReport Web features
  The JReport Administration page provides default settings for you to use JReport Web features, and controls whether the settings on the JReport Console page can be configured. A user playing the "administrator" role may change the settings in the JReport Administration page so as to enable or disable some features. Then you can configure JReport Web preferences on the JReport Console page, that is, you can decide whether or not to enable the features which have been enabled on the JReport Administration page. After you have made changes to JReport Web settings on the JReport Console page and saved them, JReport Web features available for you will be consistent with your new settings on the JReport Console page. For details, see Configure DHTML Profile.
- Setting JReport Web options
  JReport Web allows you to set the skin and customize toolbars. To do this:
  1. Click Menu > View > Options (or right-click anywhere on the toolbar area and select Options from the shortcut menu).
  2. In the Option tab, set the skin of JReport Web user interface.
  3. In the Customize tab,
     - To modify a toolbar, select it in the Current Toolbar box, remove those unnecessary items from the Selected Tools box, and add required tools from the Available Tools box. Click or to adjust the order of the tools on the toolbar.
     - To add a toolbar, click to show the New Toolbar Name dialog, then specify the toolbar name, click OK to return to the Options dialog, and set the tools for the new toolbar.
     - To delete a toolbar, select it and click .
  4. To load the default settings, including the skin, and the three built-in toolbars, namely Standard, View, and Analysis, click the Restore Defaults button.
  5. Click OK to apply the settings.

  Tip: To close a toolbar, right-click anywhere on the toolbar area, then on the shortcut menu, select the item corresponding to the toolbar name. You can also do this to open an invisible toolbar, such as a newly-created one. The open/close toolbar operation can also be achieved by clicking the corresponding item on the Toolbar submenu of the View menu.

- Showing/hiding user information
  The User Information bar shows the current user name, catalog path and name, and report set path and name. You can click Menu > View > User Information Bar to show or hide the bar.

  Tip: To make this bar open by default, log onto the JReport Administration page, click the Profile tab on the system toolbar, click the Configure DHTML Profile > Properties > Default tab, and then check the User Information Bar option.

- Showing/hiding editing marks
  In JReport Web, you can use editing marks (dashed outlines of objects) for purpose such as aligning, moving and resizing. By default, the editing marks are shown only when you create a new blank report in JReport Web. You can click Menu > View > Editing Marks to switch the status of the editing marks as required.
- Tuning report page magnification
  You can zoom in or out the report page by selecting a magnification from the Zoom list on the View toolbar. You can also click Menu > View > Zoom to show the Zoom dialog, and then specify the magnification.
- Asking for help
  At any time, you can click Menu > Help > User's Guide to open the index page of JReport Web User's Guide. Furthermore, you can click the Help button in any dialog to show the help about the dialog. You can also use the Help menu to open the User's Guide and access Jinfonet Software website for more information.
- Setting up the page
  To set up the report page, click Menu > File > Page Setup. In the Page Properties dialog, specify the page type, the orientation, and the margins as required.
- Printing the report result
  You can print the report result to a PDF/HTML file. To do this, click Menu > File > Printable Version (or the Printable Version button on the Standard toolbar). In the Printable Version dialog, specify the settings as required and then click OK. The PDF/HTML result file will be opened in an associated program with which you can print the result to a printer.
- Exiting the report set
  If you want to close the current report set and release the resources, just click Menu > File > Exit (or the Exit button which is always on the upper right corner of the JReport Web window, or the close button of the browser window). Closing the only report open will also prompt you whether or not to close the report set. In case that you have modified the report set without saving it, JReport Web will prompt you to save the report set. If you have changed the sort and/or filter criteria, you can check Sort and/or Filter in this dialog to save these changes with the report set. Click Yes to save the report set and close the report set.