In this article
The toolboxes located down the left side of the Reportal main window are used in several of the Reportal editors. Through the toolboxes, you access the layouts and styles, the report itself, the data source for the questionnaire you are using, and any filters you may create. The toolboxes are as follows:
- Layout and Styles – the layouts and styles that define how the report will look (where on the pages the various elements are positioned, the colors used etc.)
- Report – contains the actual report and pages, along with any Parameters, Date Range Lists, Export Packages and Codelibrary Scripts that may be created.
- Analyst - allows the user to create tables and inspect the data without having to first create pages etc. (go to Analyst Toolbox for more information). Note that for Analysts, only the Analyst, Data Source and Filter toolboxes are accessible.
- Data Source – the questionnaire tree as copied from the Forsta Plus questionnaire. This is the source of the data that is used to create the report, and contains the questions, blocks, predefined lists, quotas, banners, recodings, categorizations, etc.
Note that the "complete" data source can be fairly complicated. Reportal therefore allows you to elect to display this in Simplified mode. This mode hides all survey logic but retains the questions, folders etc. allowing you to concentrate on the important parts of the data source. To activate the Simplified mode, right-click on the data source (the top item in the Data Source toolbox) and select Simplified View. When this view is selected, the text (simplified) is displayed in the Data Source toolbox header. To see the full Data Source, right-click on the data source and select Simplified View again to deselect.
- Filters – you can create filters to allow viewers to filter the results displayed in the report. Any filters you create will be stored here.
- Visual Components – the elements that you can use to build your report.
The toolboxes may be hidden or displayed, rearranged and resized as required. The Toolbox frame can be collapsed to give more space when editing report pages.
Figure 1 - The toolboxes
The toolboxes are described in greater detail in the sections as they are used.