Opening a report to personalize

Because of the close relationship between input data and the result, the Report Designer uses a printed report as input. The Report Designer starts only if the report is printed to PDF through a device of type Display. In the WebUI Print Settings (ttaad3108m000) session, you can configure the preview device to print to PDF.

Start a session and click the gears icon to open the settings menu.
On the settings menu, select Personalization > Personalize Reports. This message is displayed: Print a report to start personalizing

Note: The Personalize Report command is available in all sessions.
In the message window, click OK.
Print the report which to personalize. The report is displayed and the Report Designer starts in parallel. After the Report Designer is triggered, see step 2, every report that is started is automatically opened in the Report Designer.

Some processes print multiple reports at once. All these reports are displayed in the same Report Designer instance. Any reports that are printed while the Report Designer is open are also displayed in that instance. After the Report Designer is closed, you must run the Personalize Reports command again before you can start a new Report Designer instance.

The main designer panel of the Report Designer initially shows the design of the layouts that are printed. At this point the fields reflect the actual data on the report. Multiple side panels are available.