The SAS Web Report Studio Menus

About the Availability of Menus and Menu Selections

All of the following conditions influence whether a menu or menu selection is available to use:
  • Your authorization. By default, you must be an advanced user to schedule reports. The options you have can also depend on settings that your system administrator has selected.
  • Your location in the SAS Web Report Studio application. For example, some tasks are available only if you are viewing a report.
  • The type of report that you are viewing. For example, you cannot synchronize a stored process report.
  • The currently selected object. For example, you cannot change a bar chart to a crosstabulation table.
  • Whether the section query has been defined. For example, if the section query has not been defined, then you cannot create a section filter.
  • The type of data that is being used. For example, you cannot use detail data if the report section is using multidimensional data.
  • Whether the report is saved. For example, you cannot distribute a report that has not been saved.

About the Report Menus

The report menus contain options that apply to the entire report or the currently displayed report section, including the objects in the section. Actions include creating a new report, adding a new section, refreshing data, and synchronizing a section. The report menus are available on the main menu bar when a report is displayed.

The File Menu

Here are the options on the File menu:
New
opens the Edit tab so that you can begin creating a new report.
New Using Wizard
launches the Report Wizard. You can use the Report Wizard to create a one-section report with one table and one graph.
New From Template
enables you to select a template to use as the basis for a new report. All sections in the template are used.
Open
opens the Open dialog box. From the Open dialog box, you can perform tasks such as viewing, copying, and moving reports; running stored processes; and creating folders.
Open Recent
enables you to open a report or information map that you have viewed recently. The last four reports and stored processes that were opened by the current user display. Your selection displays in the View tab.
Close
closes the open report and displays the Welcome window.
Save
saves the currently displayed report. If the currently displayed report exists, then Save overwrites the report. If the currently displayed report has not previously been saved, then the Save As dialog box opens.
Save As
opens the Save As dialog box, where you can enter information for a new report, change information for an existing report, save a report to a publication channel, or save a report as a template.
Export
exports the contents of the currently open report as a zipped file whose contents can be opened in a Microsoft Excel spreadsheet or a Web browser.
E-mail
enables you to e-mail a URL address to a saved report.
Comments
launches the Comment Manager, which lets you add comments to reports and graphs.
Page Setup
enables you to set defaults for printing options such as margins.
Print
displays the current report as PDF output that you can print.
Manage Files
opens the File Management window where you can perform operations on reports, such as renaming, deleting, scheduling, and exporting.
Properties
enables you to set or modify report properties such as the description, keywords, and the report style and to display filter information.

The Edit Menu

Here are the options on the Edit menu:
Sections
enables you to select Delete this Section, Rename this Section, or Reorder Sections.
Apply a Template
enables you to apply a selected template to the currently displayed report.
Header
enables you to create or edit a header for the currently displayed report.
Footer
enables you to create or edit a footer for the currently displayed report.
Delete
deletes the selected object.
Change Table to
enables you to change a list table to a crosstabulation table and vice-versa.
Change Graph to
enables you to change a selected graph to any other graph type except a tile chart or a geographical map.
Properties
enables you to set or modify report properties such as the description, keywords, and the report style and to display filter information.

The View Menu

Here are the options on the View menu:
Section
enables you to select the section that you want to display. Up to 15 sections are available from this menu selection. If there are more sections, then you can click More to open a dialog box that lists all the report sections.
Applied Filters
when this menu item is selected, View mode displays information about the currently applied filter.
Data Panel
when this menu item is enabled, the data panel is expanded.
Report Style
enables you to select the report style that you want to use for the currently displayed report.

The Insert Menu

Here are the options on the Insert menu:
New Section
enables you to create a new section for the current report.
List
inserts a list table in the next available position in the currently displayed report section.
Crosstab
inserts a crosstabulation table in the next available position in the currently displayed report section.
Graph
inserts the selected graph or geographical map in the next available position in the currently displayed report section.
Text
inserts an empty text object in the next available position in the currently displayed report section.
Image
inserts an empty image object in the next available position in the currently displayed report section.
Stored Process
inserts an empty stored process object in the next available position in the currently displayed report section.

The Data Menu

Here are the options on the Data menu:
Select Data
enables you to select a data source and the data items to be used in the report.
Summarization Options
enables you to specify if and how the data should be aggregated.
Format
enables you to select the format for displaying the data (for example, the number of decimal places that are used when displaying a number).
Preview Section Data
enables you to preview or export the results of the currently defined query.
Section Filters
enables you to create a filter that will restrict the data that is returned from a query.
Include Members with Only Missing Values
enables you to include members from a multidimensional data source. (This menu item is available only for multidimensional data sources.)
Edit Group Breaks
enables you to specify group breaks for the current report.
Independent Objects
enables you to make the tables, graphs, and maps in the currently displayed report section independent of one another.
Synchronized Objects
enables you to synchronize the tables, graphs, and maps in the currently displayed report section. (You cannot synchronize a stored process report or a section in a saved report that contains stored process output.)
Assign Data
enables you to change how data items are used in a selected table, graph, or map.
Totals
enables you to turn total and subtotal values on or off for the selected table.
Filter and Rank
enables you to filter and rank the data shown in all table and graph types. This option is always available for synchronized sections. If the objects are independent, then this option is available only when a single object is selected.
Conditional Highlighting
enables you to create or modify rules for highlighting data in tables and graphs that meet your specified conditions.
Report Linking
enables you to create or modify a link from the currently selected object to another report or to a Web page.

The Help Menu

Here are the options on the Help menu:
Contents
displays the table of contents for the Help system and SAS Web Report Studio: User's Guide.
Using this Window
displays a Help topic that is specific to the currently active feature.
Technical Support
displays the Support Web page that provides information on the available support resources.
Submit Feedback
displays the Make a Suggestion to SAS Web page for providing feedback about SAS software or services.
SAS Home
displays the SAS corporate home page.
About SAS Web Report Studio
displays copyright and other information about SAS Web Report Studio.
Copyright © 2009 by SAS Institute Inc., Cary, NC, USA. All rights reserved.