Document Editor

You can add content to documents, group data, view related reports and documents, and so on using the Document Editor. To do so, view the document in Design Mode or Editable Mode. The following options are available:

• Layout area: The Layout area is where you place text fields, grid and graph reports, images, widgets, and so on. These items (collectively called controls) are then displayed when the document is viewed, printed, exported, emailed, and so on.
• Dataset Objects: In the Dataset Objects panel on the left, you choose attributes, metrics, custom groups, and consolidations from the document's datasets, and include them on the document.
• Document Structure: You can quickly view a list of the document's contents, including document sections, text fields, grid and graph reports, images, widgets, and so on.
• Notes: Use notes and comments to communicate with other users about the document. You can display any notes or comments that have been added to the document or add your own notes using the Notes panel on the left.
• Related Reports: You can access similar reports and documents by clicking links in the Related Reports panel, located on the left.
• Grouping Panel: If your document contains large amounts of data, you can group the data into smaller, more manageable subsets based on the elements of an attribute using the Grouping panel at the top.