Design Studio Glossary
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Glossary – Icons
Icon |
Name |
Description |
Views Used |
|---|---|---|---|
Export |
Opens a box allowing for the selection of format types for exporting. |
Basic Interactive |
|
Undo |
Reverts the most recent action. |
Basic Interactive |
|
Redo |
Reapplies the most recent action previously removed. |
Basic Interactive |
|
Filter |
Allows for advanced filtering options. |
Basic Interactive |
|
Sort |
Opens a box allowing for the selection of the column to be sorted along with radio buttons for Ascend or Descend. |
Basic Interactive |
|
Search |
Opens a box allowing the user to search for a specific value in a defined search field. |
Basic Interactive |
|
Zoom |
Provides a preset list of options (percentages) for zooming in or out. |
Basic |
|
Page Controls |
Determines the screen output placement within the entire report. |
Basic Interactive |
|
Full/Partial Data |
Full Data (which is the default) will provide all data that renders for the requested parameters and filter combination. Partial Data will bring up a box in which a value can be typed that would limit the rows of data the report renders. |
Basic Interactive |
|
Customize Toolbar Items |
Expands the menu of possible items to include in the standard toolbar. |
Basic Interactive |
|
Go To |
Allows for toggling between the different tabs associated with the report. |
Basic Interactive |
|
Exit |
Exits the main reporting section so that only the UI parameters remain. |
Basic Interactive |
|
Save As |
Allows for saving the updated/enhanced version of the report as a new report name usable by either the creator only or others in the company. |
Interactive |
|
Delete |
Clears the entire table. |
Interactive |
|
Export To Text, Excel, PDF, XML, or HTML |
Available under the Customize Toolbar menu; Allows for automatic export of the generated file. Note that the parameter tab will not export when using this icon. The Text icon provides a text export only without the ability to switch to CSV. |
Interactive |
Glossary – Menus
Menu Option |
Location |
Description |
Views Used |
|---|---|---|---|
Aggregate On |
Right-click column header |
Opens a box listing the highlighted column header and allowing a selection for aggregation type. |
Basic Interactive |
Apply Style |
Right-click cross icon |
Opens a box which allows the user to choose from different color combinations to apply to the report output. |
Basic Interactive |
Autofit |
Right-click column header |
NOT RECOMMENDED |
Basic Interactive |
Change Parameters |
Report Menu |
Opens the parameter box so that new parameters can be chosen to regenerate the report. |
Interactive |
Close Report Tab |
File Menu |
Closes the current tab of the report. |
Interactive |
Common Column |
Insert |
NOT RECOMMENDED |
Basic Interactive |
Conditional Formatting |
Right-click data field |
Opens boxes where edit conditions and formatting choices are defined. |
Basic Interactive |
Convert to Group |
Right-click column header |
Removes the highlighted column from the report as an output column and changes it to an aggregation point. |
Basic Interactive |
Delete |
Right-click column header, cross icon or data field |
Clears column header if selected in column header; Clears entire column of data if selected in data field; Clears entire table if selected with cross icon. |
Interactive |
Detail Column |
Insert |
Does not add new data points from the Business View in the Basic View. |
Basic Interactive |
Exit |
File Menu |
Exits the main reporting section so that only the UI parameters remain. |
Interactive |
Export |
File Menu |
Opens a box allowing for the selection of format types for exporting. |
Interactive |
Filter |
Right-click data field Report Menu |
Brings up another menu including Remove Filter, Top N, Bottom N, list of unique values in the column. |
Basic Interactive |
Group Columns |
Insert |
Allows for aggregating output by a specific data point. |
Basic Interactive |
Help Menu |
Help Menu |
The items included in the Help Menu direct users to the third party’s technical website. We recommend using the LeaseAccelerator provided documentation and video for instruction. Questions not resolved with this documentation should be directed to your Customer Success Manager or Support Representative. |
Interactive |
Hide |
Right-click cross icon |
Hides the entire report from view. |
Basic |
Hide Column |
Right-click column header |
Removes the column from the output but keeps it in the table-level menu of available items to add later. |
Basic Interactive |
Insert |
Right-click column header or cross icon |
Opens an additional menu defining which type of column you are wanting to insert. |
Basic Interactive |
Options |
View Menu |
Allows for customizing the toolbar icons. |
Interactive |
Properties |
Right-click column header, data field or cross icon |
Opens a box for formatting options depending on what was selected prior to choosing this menu item. |
Interactive |
Query Filter |
Right-click cross icon |
Operates in the same manner as the Filter icon except for the third drop-down menu which includes an “F” or “V” to toggle between field values vs. numerical values that can be typed in. |
Basic |
Redo |
Edit Menu |
Reapplies the most recent action previously removed. |
Interactive |
Reduce Width When Autofit |
Right-click column header |
NOT RECOMMENDED |
Basic Interactive |
Refresh |
Right-click cross icon View Menu |
Regenerates the report based on the last selected parameters and filters. |
Basic Interactive |
Remove Column |
Right-click column header |
Removes the column from the output as well as the table-level menu of available items. |
Basic Interactive |
Rename Report Tab |
File Menu |
Renames the report listed in the Go To portion of the toolbar as well as in the Export section. |
Interactive |
Resource View |
View Menu |
Hides or unhides the Resource View on the left panel. |
Interactive |
Rotate Table |
Right-click cross icon |
Switches columns from reading top-to-bottom to reading left-to-right. |
Basic |
Save As |
File Menu |
Allows for saving the updated/enhanced version of the report as a new report name usable by either the creator only or others in the company. |
Interactive |
Search |
Right-click column header, data field or cross icon Edit Menu |
Opens a box in which to enter search criteria. |
Basic Interactive |
Show |
Right-click cross icon |
Opens a secondary menu of the following items: Table Header, Table Footer, Table Detail. |
Basic |
Show Column |
Right-click cross icon |
Opens a list of all data items currently assigned to the report. |
Basic |
Sort |
Right-click data field Report Menu |
Opens another menu including No Sort, Ascend, Descend. |
Basic Interactive |
Style |
Report Menu |
Provides a list of available style pallets. |
Interactive |
Summary Column |
Insert |
Opens a box that includes available pre-defined aggregation formulas. |
Basic Interactive |
Table |
Right-click column header or data field |
Opens a box for advanced formatting options for the entire table. |
Interactive |
Table Cell |
Right-click column header or data field |
Opens a box for advanced formatting options for the data fields. |
Interactive |
Table Row |
Right-click column header or data field |
Opens a box for advanced formatting options for the selected row within the table (typically the column headers). |
Interactive |
Toolbar |
View Menu |
Expands to list three segments of the toolbar including Standard, View and Analysis. |
Interactive |
Turn To |
View Menu |
Allows for jumping to either the First Page, Previous Page, Next Page, Last Page or a specific page. |
Interactive |
Undo |
Edit Menu |
Reverts the most recent action. |
Interactive |
User Information Bar |
View Menu |
Hides or unhides the information bar at the top of the toolbar that includes the User, Catalog and Report name. |
Interactive |
Zoom |
View Menu |
Provides a preset list of options (percentages) for zooming in or out. |
Interactive |