Report Browser User Interface Overview

The Report Browser is used to create, execute, and export Document and Presentation reports.

Access
From the menu bar, select File > Publish > Report.
OR, From the Standard toolbar, click and select Report from the drop-down menu.

The Report tool interface can be split into following sections:

Toolbar

In software with a graphical user interface, a toolbar is a strip of icons that can be clicked to perform certain functions. The Report Browser toolbar allows you to perform following actions:
Labels Buttons Usage
New

Load a new Master file and define the report session format:
  • Word
  • PPT
Load Load a report template (.tpl).
Save Save the report template.
Execute Execute items in the tree.
Pause Pause the execution process.
Stop Stop the execution process.
Export Report Export the report to a destination folder.
Synchronize Report

Synchronize an exported report with new changes.
Note: Activates once you export a report.
Close Close the Report Browser.

Tree Area

The Report Tree Area allows you to add items and create a report tree structure, which also can be referred to as a table of contents, using the right-click context menu options available for each report item.
Figure 1.
The tree area is divided based on the different options:
Entities
Report entity type, which can be an image, text, table, or chapter.
In the tree area, the root is the parent entity, which is required to build and create the report structure.


Figure 2.

From the root entity, you can create a report tree structure using the options available in the right-click context menu.

Export Report ()
Entities to export.
Select the checkbox for the entities to export.
Synchronize Report ()
Synchronize changes to report.
Activates once you export a report.
Select the checkbox for the entities to synchronize.
Status ()
Status of an entity.
The status value depends on the entity type and its related properties.
The Warning status indicates that information is missing for an entity.
Preview ()
Once an entity is executed or an output is created, click the preview icon to view and verify.
Right-click context menu
This menu is context or entity-specific. You can access various options related to each entity.


Figure 3.

Entity Editor

In a Report, each entity has associated properties, which directly or indirectly define the inputs. These properties can be accessed from the Entity Editor in the Report tab.


Figure 4.

The Entity Editor is updated based on the entity selected. Every property is editable.

The following properties are associated with the Report root:
Name
Report title.
Master Document
Base Word or PPT master template.
Working Directory
Working directory location, which stores all data generated, such as images and temp files, during the report execution.
By default, Report selects the system's common working directory. You can also choose your own working directory.
Note: When selecting a working directory, it is recommended to select a destination with full read and write access.
Image/Video Resolution
Select image or video resolution.
Supported resolutions:
  • Low (800 x 600)
  • Medium (1024 x 768)
  • HD (1920 x 1080)
  • Ultra HD (3840 x 2160)
  • HW Desktop - Generate images with the same resolution as the HyperWorks graphics area resolution.
File path Storage
Select the file path information storage type.
Available options:
Absolute
Path that points to the exact location of a file or folder, regardless of the working directory.
Relative
Path that describes the location of a file or folder relative to the current working directory.
Enable Platform Independent Export
Allows you to export Document or Presentation reports when there is no Microsoft Office software installed.
This is active by default on Linux.
Supported input templates:
  • DOCX
  • DOCM
  • PPTX
  • PPTM
Supported output formats:
  • DOCX
  • DOCM
  • PPTX
  • PPTM
  • PDF, ODT, and ODP - Available with the presence of a word processing application.
Open Report file are export
Check the option to open the report file after export.