In this article
Studio offers quick access to tools via a sidebar and header, and a feedback button for suggestions.
Sidebar
The sidebar is on the left side of the Studio window and contains the following:
Lock/Unlock - To help prevent accidental changes to a report, Studio will automatically lock a report when it is opened if you are not the owner of the report. If you are the owner of the report, or if you left the report unlocked the last time you accessed it, the report will open in an unlocked state. If the report is locked, you can click the blue Start Editing button to unlock the report for editing. When the report is unlocked, the button will turn green and display Stop Editing; clicking this button will lock the report again.
Data Sources - This is where you select the data source to use for your report. This can be a survey, custom data or a contact database.
Widget Library - From here you can browse the available widget options and drag and drop the widgets that you want to use onto your report pages.
Widget and Page Settings - This includes options for customizing the appearance and behavior of your report elements, such as containers, custom background settings and filters.
Report Structure - From here, you can add pages to the report and order them as required. You can also edit, duplicate and delete the widgets and move them as necessary.
Formatters - From here, you can create new formatters, edit the properties of existing formatters, duplicate formatters, and delete formatters that are no longer needed.
Hierarchies - Lists the hierarchies that are included in the report. Here you can add new hierarchies, and edit, duplicate and delete existing hierarchies.
Filters - Here you can create and set up filters for your report.
Versions - Here you can see what versions of the report are available, and you can restore past versions if necessary.
Report Settings - Here you can edit the report name, select the company that owns the report (if you have access to more than one company), and specify the type of report.
Permissions - Here you can assign user permissions, assign an end user list to the report, and control end user access.
View CDL - Lets you access the CDL Editor mode.
Header Bar
The header bar is located towards the top of the Editor page. It presents the report name and holds general tools for the report.
The fields, tools and icons in the Studio header bar are:
1 Studio - takes you back to the Forsta Plus homepage.
2 Drop down arrow - allows you to navigate to various sections including 'All Reports', 'Deleted Reports', '+ New Report', and 'Recent Reports'.
3 Hub Name - shows you the name of the Hub that Studio is using for the report.
4 Report Name - shows the name of the report.
The header bar
Title Bar
The Title Bar provides several functions: the ability to edit your report name, view the sync status of your report, preview both the draft and live versions of your report, duplicate your report, and publish your report.
The fields, tools and icons in the Studio Title bar are:
- 1 Report Name - shows the report name, allowing you to edit it by clicking the pencil icon.
2 Saved/Synced - in Draft mode, any changes you make to the report will be saved after a few seconds, while versions must be saved manually. This text indicates the current status of those changes. If you have made no changes to the report, "Synced" will be displayed instead.
3 Preview - click to can preview the draft version of the report, and the live version once it has been published.
4 Duplicate - click to make a duplicate copy of the report.
5 Publish - click to publish the report. This will make it available to the end users who have been given access
The title bar
Page Tabs Bar
In Studio, report pages are organized as tabs in the report editor for ease of design and navigation. These tabs can be accessed in the design area by designers to switch between pages during report design, and by end users for quick navigation when viewing the report. Click on a page to navigate to it. To learn more, see Organizing Report Pages.
The page tabs bar
Feedback Button
While you are using Studio to create your reports, you now have the opportunity to provide us with some feedback on our product. We would very much like to know what you think about Studio so we can make it even better.
The feedback button is a feature in Studio that allows you to provide feedback and suggestions to the development team. It is located in the application header bar, and is available from any page in Studio. If you have any comments, complaints, or suggestions about Studio, you can use the feedback button to let the team know. Your feedback is important to us, and we appreciate your help in making Studio the best it can be.
A very short survey opens with a free-text field and a couple of additional questions; it won’t take you more than a few seconds to complete, and you can respond as often as you want.
Please note that this feature is not intended to be used for support issues; if you need support then contact support@forsta.com.