Formatting an active report in the preview view

IBM® Cognos® Active Report has a preview view that you can use to format an active report and immediately see the layout changes. You no longer have to run the report whenever you make a formatting change.

About this task

In the Active Report preview view, you can toggle between two different modes. To format elements in the report, you must enter the edit mode. When you are in the edit mode, a dotted blue square appears when you hover over a selectable element in the report. You click an element to select it, after which you can format the element. When you enter the Preview mode, you can test active report behavior by clicking elements in the report.

You can also make non-formatting changes to the report. When a non-formatting change is made, a message appears that notifies you that you must refresh the report. The report is refreshed when you click OK. You can also refresh the report by clicking the Refresh icon Refresh icon.

You can view the report in different screen sizes and orientation. Changing the screen size provides a guideline as to how the report will look on screens of various sizes. When you change the screen size, the Active Report preview view shows the report at the size that you specified. On a mobile device, the IBM Cognos Mobile application zooms out the report to fit the width of the mobile device screen, eliminating the need for horizontal scrollbars.

Procedure

  1. To enter the active report preview mode, in the Explorer bar, click the Active Report Preview icon Active report preview icon.
    Tip: You can also click View > Active Report Preview.
  2. To enter the edit mode, in the toolbar, click the Edit icon.
  3. In the edit mode, format the elements in the report that you want.
  4. To enter the preview mode, in the toolbar, click the Preview icon.
  5. To view the report in different screen sizes, in the toolbar, click the Screen Size menu and choose one of the preset sizes, or click Add custom size to specify your own screen size.
  6. If you specified a screen size in the previous step, click the Orientation menu to change the report orientation.