Edit Mode

The Edit Mode Interface

Authorized users can access the Edit tab to create new reports or to edit existing reports. Note that some options in Edit mode are not available for reports and stored processes that come from SAS Enterprise Guide. The available options in Edit mode also depend on the type of report you are editing.

Here are some of the main features of the Edit tab and Edit mode.

The Edit Mode Interface

Select the File, Edit, View, Insert, or Data menu items to access options that apply to the entire report or the currently displayed report section, including the objects in the section.
Use these icons to create a new report, open an existing report, or save the current report.
The Edit tab is on top when Edit mode is active.
Click View when you are ready to view the report.
This navigational box indicates the section that you are editing, as well as the total number of sections in the report. To view a different section, either enter a number in the box or select ViewSection and select the section that you want to open.
Use this horizontal toolbar to insert objects (such as tables, graphs, geographical maps, stored processes, text, and images).
Click Header to enter header information for the report section. For more information, see Designing Headers and Footers.
The body of the report section consists of a grid for arranging objects such as tables, graphs, and images, and two toolbars (one above the grid and one to the left of the grid). For more information, see Overview of Positioning Report Objects.

The body of the report can also include stored process objects that are used to obtain data and layout information for the report section.
Click Footer to enter footer information for the report section. For more information, see Designing Headers and Footers.
Use the Section Data panel to select data and to specify whether objects are independent or synchronized. This panel can be collapsed horizontally or vertically. An Options menu enables you to select data and to specify whether the objects are synchronized or independent. You can also work with section filters. The Section Filters menu option is always available for relational data. The option is available for multidimensional data only if the filters were predefined in SAS Information Map Studio.

After you select the data items, a context menu is available. Depending on the type of data source, you can use this menu to specify the format and data item properties. You might also be able to select or define filters and change the default format.

For more information about defining a query that uses data items, see Defining Queries to Obtain Results.
Use this vertical toolbar to delete and align objects and to merge, split, and add cells to the layout grid.
Use the Table of Contents panel to work with sections. Use the Options menu to add new sections, switch between sections, and rename, delete, or reorder existing sections. This panel can be collapsed horizontally or vertically. For more information, see The SAS Web Report Studio Interface.

If you select data items from a data source to define a query for the report section, then you can specify group breaks for the report section. For more information, see Grouping Query Results.

In Edit mode, you can drag report and graph objects and drop them on the layout.

Summary: Six Ways to Access Edit Mode

There are six ways to access Edit mode:

Click New report on the Welcome window.
Click New using Report Wizard on the Welcome window. After at least one data item is selected, click Finish on any wizard page to access Edit mode.
Click New using Template on the Welcome window to select a report template from a gallery and display it in the Edit tab.
Click Edit when a report is displayed in View mode.
Select FileOpen to display the Open dialog box. Next to the name of a report, click in the Actions column, and then select Edit.
From the Welcome window or while editing a report, click FileManage Files to access the File Management window. Navigate to the report that you want to edit. Next to the name of a report, click in the Actions column, and then select Edit.