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| title: Sharing Resources | ||||||
| page_title: Web Report Designer - Assets Manager | ||||||
| description: To share resources when crafting reports in Telerik Reporting and the Web Report Designer, you use the Assets Manager. | ||||||
| slug: web-report-designer-user-guide-assets-manager | ||||||
| tags: web, report, design, tool, create, started | ||||||
| published: True | ||||||
| position: 8 | ||||||
| --- | ||||||
| <style> | ||||||
| img[alt$="><"] { | ||||||
| border: 1px solid lightgrey; | ||||||
| } | ||||||
| </style> | ||||||
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| # Sharing Resources with Assets Manager | ||||||
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| To share resources (like company logo, data files) when crafting reports in the [Web Report Designer](https://demos.telerik.com/reporting/designer), Telerik Reporting offers the **Assets Manager** tool. It is designed to help report authors manage shared resources used across multiple reports. It provides centralized resource management which allows uploading, organizing, renaming, and deleting various types of assets directly on the server. The **Assets Manager** ensures a unified consistent look and feel across reports and enables teams to work together - data experts can manage sources, while designers focus on presentation. | ||||||
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| ## What Resources You Can Share | ||||||
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| ## What Resources You Can Share | |
| ## What Resources Can You Share? |
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| You can share and reuse: | |
| In the Web Report Designer, you can share and reuse: |
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| * **Report Templates** (.trtx file): Offer initial report layout and styling, and allow creating reports with consistent look and feel. | |
| * **Report Templates** (`.trtx` file): Offer initial report layout and styling, and allow creating reports with a consistent look and feel. |
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| To invoke the Assets Manager in the Telerik Web Report Designer, follow these steps: | |
| To share a resource in the Web Report Designer: |
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| ## Default Folders | |
| ## Default Folders for Shared Resources |
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| Several default folders that help organize shared resources for use across multiple reports are created automatically and cannot be renamed or deleted by end-users, though developers can configure them differently on the backend. | |
| Several default folders that help organize shared resources for use across multiple reports are created automatically and cannot be renamed or deleted by users who create reports. Note that your application developer may have configured different folders in your application. |
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If the Reports and Shared Data Sources folders are also predefined, they should be listed in the list above for consistency instead of adding them as new sections below.
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"UI" is not a general term that non-technical audiences understand.
| ## What Enhanced UI Features Can Be Used | |
| ## Using the Assets Manager Features |
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| --- | ||||||||||||||||
| title: Conditional Formatting | ||||||||||||||||
| page_title: Web Report Designer - Conditional Formatting | ||||||||||||||||
| description: Learn how to apply conditional formatting in Telerik Web Report Designer to dynamically style report items based on data values or expressions, improving readability and visual impact. | ||||||||||||||||
| slug: wrd-conditional-formatting | ||||||||||||||||
| tags: web, report, design, customize, style, condition, formatting, properties, area | ||||||||||||||||
| published: True | ||||||||||||||||
| position: 1 | ||||||||||||||||
| --- | ||||||||||||||||
| <style> | ||||||||||||||||
| img[alt$="><"] { | ||||||||||||||||
| border: 1px solid lightgrey; | ||||||||||||||||
| } | ||||||||||||||||
| </style> | ||||||||||||||||
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| # Conditional Formatting | ||||||||||||||||
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| To visually highlight important data, **Conditional formatting** lets you automatically style report items based on the values they display making your reports more dynamic and easier to read. For example, you can set a TextBox showing revenue to turn red if the value drops below 10,000. This helps draw attention to numbers that need review or action. | ||||||||||||||||
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| To visually highlight important data, **Conditional formatting** lets you automatically style report items based on the values they display making your reports more dynamic and easier to read. For example, you can set a TextBox showing revenue to turn red if the value drops below 10,000. This helps draw attention to numbers that need review or action. | |
| Using *conditional formatting* lets you apply styles to report items automatically based on data values or expression results. For example, you can set a revenue TextBox to display in red when its value is less than 10000, helping users quickly spot underperforming figures. |
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- "While conditional formatting works great on individual items..." sounds like you are saying that multiple items formatting doesn't work. Aim for something more neutral.
| While conditional formatting works great on individual items, applying it to multiple selected items at once is a challenge. When **multiple** items are selected, even though ConditionalFormatting is technically supported on each individual item, the designer cannot guarantee consistent behavior across all selected items. Hence, it does not allow batch editing of conditional formatting rules to make for example alternating row style for all the cells belonging to the table row. It requires you to apply rules **individually** to each item: | |
| Applying conditional formatting to multiple selected items at once is less straight forward than formatting a single item. Although conditional formatting is supported on all individual report items, selecting multiple items and applying formatting to all of them at once is not supported. | |
| To apply or edit the conditional formatting rules for multiple report items: | |
| 1. Select each item (for example, a TextBox) one at a time. | |
| 1. Add the conditional formatting rule to each item one at a time. |
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| To save time, you can group items inside a Panel and apply the conditional formatting to the panel itself. This way, all nested items inherit the style based on the condition. This approach is shown in the following video: | |
| To improve your productivity when applying conditional formatting to many items, add a [Panel item]({%slug user-guide/components/report-items%}#panel) and group these target items inside the Panel. Then, apply the conditional formatting to the panel itself. This way, all items placed in the Panel inherit the style applied by the condition you set. | |
| The following video shows how to use a Panel to apply conditional formatting to multiple report items. |
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| --- | ||||||
| title: Overview | ||||||
| page_title: Web Report Designer - Customizing Report Items Overview | ||||||
| description: Learn how to customize the visuals of your report using the fine-grained, built-in styling model, similar to the Cascading Style Sheets (CSS) model. | ||||||
| slug: web-report-designer-customizing-report-items | ||||||
| tags: web, report, design, customize, style, condition, formatting, properties, area | ||||||
| published: True | ||||||
| position: 0 | ||||||
| --- | ||||||
| <style> | ||||||
| img[alt$="><"] { | ||||||
| border: 1px solid lightgrey; | ||||||
| } | ||||||
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| # Customizing Report Items - Overview | ||||||
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| A well-styled report looks professional and polished. Styling report items serves both, functional and aesthetic, purposes. Visual consistency (e.g., using a theme or style rules) improves user experience and brand alignment. It allows you to improve readability and clarity in your reports. Applying different colors or fonts distinguishes separate sections or highlight key information. | ||||||
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| A well-styled report looks professional and polished. Styling report items serves both, functional and aesthetic, purposes. Visual consistency (e.g., using a theme or style rules) improves user experience and brand alignment. It allows you to improve readability and clarity in your reports. Applying different colors or fonts distinguishes separate sections or highlight key information. | |
| A well-styled report looks professional, clear, and is easy to read. Styling report items serves both functional and aesthetic purposes. Visual consistency (for example, using the same theme or style rules) improves user experience and supports brand alignment. Applying different colors or fonts lets you highlight specific sections or key information. |
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- I suggest making this sentence the first one in the article, as it provides a good overview of the article.
- Are you sure that the users of this documentation know what CSS is?
| To customize or style report items in the Telerik Web Report Designer, you can use its built-in CSS-like styling model and the Properties panel. | |
| To customize or style report items in the Telerik Web Report Designer, you can use the built-in styling model and the variety of style-related properties in the Properties panel on the right. |
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| ## Properties Area - What Is It For | |
| ## Using the Properties Panel |
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| The **Properties Area** lets you control how each report item looks and behaves. Whether you are working with a TextBox, Table, Chart, or Image, this panel gives you access to all the relevant settings in one place: | |
| By using the Properties Panel, you can control the appearance and behavior of each report item. Whether you are working with a TextBox, Table, Chart, or Image, this panel gives you access to all the relevant settings in one place: |
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| * **Style your items**: Change fonts, colors, borders, background, padding, and more. | |
| * **Style items**—Change fonts, colors, borders, backgrounds, paddings, and more. |
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| * **Set data bindings**: Connect report items to fields or expressions from your data source. | |
| * **Bind data**—Connect report items to fields or expressions from your data source. |
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| * **Adjust layout**: Modify size, position, alignment, and visibility. | |
| * **Adjust layout**—Modify size, position, alignment, and visibility. |
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| * **Apply conditional formatting**: Dynamically change appearance based on data values. | |
| * **Apply conditional formatting**—Dynamically change appearance based on data values. |
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| * **Configure behavior**: Set actions like navigation, visibility rules, or interactivity. | |
| * **Configure behavior**—Set actions like navigation, visibility rules, or interactivity. |
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| ## What Makes the Properties Area So Useful | |
| ## Adjusting the Properties Panel |
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| * **Switch Between Views That Work for You**: Choose the layout that fits your style: | |
| * **Switch between two views**: |
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| * **Visualize Property Hierarchies with Indent Guides**: In case of nested properties Indent Line Guides help you see how settings are structured, so you can navigate complex items with confidence: | |
| * **See property hierarchies**—The indentation of the properties helps you understand and navigate the structure of the settings: |
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| * **Find What You Need Fast**: Use the Global Search bar at the top to instantly locate any property or editor. No more scrolling through long lists! | |
| * **Search properties**—Use the Search box at the top to locate any property or editor. |
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This should also be a bullet in the list above, not a section with a heading.
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| --- | ||||||
| title: StyleSheet Formatting | ||||||
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| page_title: Web Report Designer - StyleSheet Formatting | ||||||
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| description: Learn how to customize the visuals of your report using the fine-grained, built-in styling model, similar to the Cascading Style Sheets (CSS) model. | ||||||
| slug: wrd-stylesheet-formatting | ||||||
| tags: web, report, design, customize, style, condition, formatting, properties, area | ||||||
| published: True | ||||||
| position: 3 | ||||||
| --- | ||||||
| <style> | ||||||
| img[alt$="><"] { | ||||||
| border: 1px solid lightgrey; | ||||||
| } | ||||||
| </style> | ||||||
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| # StyleSheet Formatting | ||||||
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| To keep your report design clean, consistent, and easy to manage StyleSheets in the Web Report Designer let you apply centralized, reusable styles - just like CSS in web development. | ||||||
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| To apply formatting via external stylesheets, you can use a CSS-like styling model that allows centralized and reusable styling across multiple report items. | ||||||
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| ## How to Create a StyleSheet | ||||||
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| In the Web Report Designer: | ||||||
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| 1. Select the **Report** object. | ||||||
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Collaborator
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. This step isn't shown in the video. Make sure the video and the steps you describe are identical. |
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| 1. Go to the StyleSheet property. | ||||||
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Collaborator
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Not in the video as well. The video shows using the search box. |
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| 1. Click the `+` button to open the **StyleRule Collection Editor**. | ||||||
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| 1. Click Add to create a new StyleRule. | ||||||
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| 1. Define the Style (e.g., background color, font, borders). | ||||||
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| 1. Add Selectors to target specific items (e.g., all TextBox, PictureBox items). | ||||||
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| The following tutorial shows how to define a StyleRule in the report's StyleSheet and apply the style to multiple items using selectors (e.g., by item name or type): | ||||||
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| <iframe width="560" height="315" src="https://www.youtube.com/embed/HIjkZc48abM?si=aUZKq7TlyfuwBIp2" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe> | ||||||
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| ## Using External StyleSheets | ||||||
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| If you want to keep your styles in a separate file, use an external StyleSheet (XML format) to define and apply styles across reports. An external StyleSheet is an XML file that contains StyleRules. These rules define how report items should look - similar to CSS in web development. You can apply styles based on: | ||||||
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| * **TypeSelector**: Applies to all items of a specific type (e.g., all TextBox items). | ||||||
| * **AttributeSelector**: Applies to items with specific attributes. | ||||||
| * **StyleSelector**: Applies to items with a specific StyleName. | ||||||
| * **DescendantSelector**: Applies to items nested within others. | ||||||
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| To add an External StyleSheet in the Web Report Designer: | ||||||
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| 1. Select the **Report** object. | ||||||
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| 1. Go to the **External style sheets** property. | ||||||
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| 1. Click the `+` button to add an external StyleSheet. | ||||||
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| You can define an external style sheet with: | ||||||
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| * **Absolute** Path/URL: for example *C:\Application1\StyleSheets\StyleSheet1.xml* or *https://www.mysite.com/Application1/StyleSheets/StyleSheet1.xml* | ||||||
| * **Relative** Path/URL: for example *.\StyleSheets\StyleSheet1.xml* or *~/StyleSheets/StyleSheet1.xml* | ||||||
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| ## Sample StyleRule | ||||||
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| Here's an example that styles all TextBox items with a light gray background, dark blue text, and bold Arial font: | ||||||
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| ```XML | ||||||
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| <StyleSheet> | ||||||
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| <TypeSelector Type="Telerik.Reporting.TextBox" /> | ||||||
| </Selectors> | ||||||
| <Style> | ||||||
| <BackgroundColor>LightGray</BackgroundColor> | ||||||
| <Color>DarkBlue</Color> | ||||||
| <Font> | ||||||
| <Name>Arial</Name> | ||||||
| <Size>10pt</Size> | ||||||
| <Bold>true</Bold> | ||||||
| </Font> | ||||||
| </Style> | ||||||
| </StyleRule> | ||||||
| </StyleSheet> | ||||||
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| ``` | ||||||
| And here's how it looks in the report preview: | ||||||
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| ## See Also | ||||||
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| * [Web Report Designer]({%slug user-guide/overview%}) | ||||||
| * [Styling the Report]({%slug telerikreporting/designing-reports/styling-reports/using-styles-to-customize-reports%}) | ||||||
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