Template Theme Management

  • Last update:  2022-01-10
  • I. Overview

    1. Version

    Report server version
    11.0


    2. Application scenarios

    When we use FineReport to make templates, the style setting of templates is always a big problem, for example:

    • The table style is too ugly, the color of the chart is ugly, I don't know how to make a good-looking template

    • Making a good-looking style cannot be reused, and it has to be repeatedly set and adjusted every time.

    • Changes in demand lead to changes in styles and styles, and all styles that have been made must be overturned and reset.

    In response to these problems, FineReport 11.0 has introduced a new feature - theme switching. It contains a variety of built-in themes to choose from, and supports operations such as adding, modifying, and deleting themes to meet user-defined needs. From now on, it is no longer a dream to quickly create a good-looking template!


    3. Function introduction

    • Template theme management is supported for two report types, General/Aggregation Reportand Dashboard, and both have built-in themes to choose from.

    • The built-in Compatible Themes supports the normal use of old version templates in FineReport 11.0.

    • New themes are supported, and the new themes support modification and deletion, while the built-in themes do not support modification and deletion.

    • Template theme supports detailed customization, including: template background, cell style, chart style (dashoboard also includes component style).

    Note: For the application of the theme, please refer to the The First Template document  . 

    II. Template theme selection

    When FineReport 11.0 creates a new template, the theme of Apply to Template Creation is selected by default, and the name of the theme used by the current template will be displayed on the toolbar above the report. Click the theme name to pop up the Template Theme Selection interface corresponding to the current report type.

    Note: If the template of the previous version of the designer is opened in 11.0, Compatible Theme is selected by default.

    • There is a tick mark in the upper right corner of the currently selected theme. Click on other themes to switch instantly.

    • Click Template Theme Management in the lower left corner to pop up the theme management interface.

    1.png

    III. Template theme management

    1. Function entry

    There are two ways to enterTemplate Theme Management interface:

    • The first is to click the button in the lower left corner of the Theme Selection interface to enter. Refer to Chapter II for screenshots.

    • The second is to click on the menu bar Server > Template Theme Managementto enter. As shown below:

    2.png

    2. Managing themes

    The function of the template theme management interface is to manage all the themes of the server, and you can add, edit, and delete themes.

    3.png

    FeaturesInstruction
    Report type switchThe themes of General/Aggregation Report and Dashboard are somewhat different and need to be managed separately. Multiple themes are already built in under both report types
    Add a theme

    Click the Snag_4d5dc84.png drop-down button in the upper left corner to  select Create Light Theme or Create Dark Theme

    Note: The difference between light and dark themes is only distinguished by the category selected when creating the theme, you can use dark colors in the light theme

    Delete themeAfter selecting the theme you created, click the Snag_4d5e696.png delete button in the upper left corner  to delete the selected theme.Built-in themes do not support deletion
    Edit themeClick the Snag_4dfb93c.pngedit button in the lower right corner of the theme  to enter the theme style editing interface.Built-in themes can only be saved as, settings cannot be modified directly
    Apply to template creationAfter selecting the theme, click Apply to Template Creationin the upper right corner to set it as the default theme when creating a new template. Themes applied to template creation have a  Snag_4d94c47.png flag

    IV. Template theme settings

    The theme editing interface is mainly divided into 4 parts: Full Preview, Theme Name,Theme Color and Detail Customization. The preview area can display the setting effect in real time.

    4.png

    1. Theme Name

    1) When editing an existing theme, the theme name is grayed out and cannot be edited, and other setting items can be edited.

    If it is a built-in theme, if you have edited other settings, you need to click Save Asin the lower right corner to save it as a new theme.

    If it is a theme created by the user, after modifying other setting items, if you do not need to modify the theme name, you can directly click Save. If you need to modify the theme name, you can only save it as.

    5.png

    2) When creating a new theme, the theme name can be edited. In addition, the theme under the same report type are not allowed to have the same name, and the theme under different report types are allowed to have the same name.

    For example: when you create a new theme under the Dashboard type, enter the theme name as Classic Sedate, and you will be prompted:This name already exists, the theme cannot be saved, it can only be saved if the theme name is inconsistent.

    6.png

    On the other hand, creating a new Classic Sedate theme under the General/Aggregation Report type will not prompt and can be saved.

    7.png


    2. Theme Color

    Theme color editing: Click the color block to edit the theme color matching, which includes black, white and 8 color matching by default, and there are 4 corresponding derivative colors under each theme color.

    You can click the color picker or more colors at the bottom to set other colors.

    8.png


    3. Detail customization

    1) Template Background

    The template background in the General/Aggregation Reporttheme corresponds to Template > Report Background , and the template background in the Dashboard theme corresponds to body Background .

    2) Cell styles

    There are 7 built-in cell styles in the theme. When designing a report, after selecting a cell, you can select the style according to the actual situation in Cell Attributes> StyleSee Documentation: Cell Styles for details .

    When setting the cell style in the detail customization, there is a cell style preview interface that can preview the cell effect in real time, and the setting effect will also be displayed in the overall preview area on the left, and each area has corresponding prompt text. As shown below:

    9.png

    Click the Add button to add a new style. Double-click the new style name to modify the style name. After modification in the built-in theme, you need to save it as a new theme.

    Note: The built-in style does not support deletion, nor does it support modifying the style name.

    10.png

    3) Chart style

    There are six chart styles that can be set uniformly in the theme: series, legend, labels, axes, data table, title/background. More Chart styles to be set separately in the chart.

    11.png

    Setting item
    Instruction
    Series

    The series in the theme only supports the setting of Color Scheme

    • Combination color: series of colors are displayed in order according to Theme Color 

    • Gradient color: The left and right cursors of the gradient color default to the first two colors in the theme color matching

    Note: The gradient color of the chart series in the theme controls the gradient of the color scheme, which is different from the gradient style in the chart style. 

    LegendSupports setting the style, size, color, etc. of the legend characters
    LabelSupport setting label characters, the default is Auto, you can Customizeits font style, size, color, etc.
    AxisSupports setting axis title character, axis label character and axis color
    Data TableSupports setting the character and border color of the data table
    Title/Background

    Supports setting the character of the chart title, the background color of the chart area and the color of the grid lines

    In addition, the chart in the Dashboard generally uses the title in the Component Style, so there will be a prompt:frm chart title is hidden by default, preview uses component title, which is not available in the General/Aggregation Reportstheme

    4) Component styles

    Only the Dashboard theme has component style settings, which supports setting the title, body and outer edge of the component.

    Note: Only report blocks and chart blocks are valid, and tab blocks and absolute canvas blocks are not included.

    12.png

    Setting item
    Instruction
    TitleTitle character, title pattern, title position and title background fill can be set
    BodyComponent body padding can be set
    Outer 
    Component rendering style, borders, rounded corners and padding can be set

    V. Precautions

    1. Self-built theme is deleted or missing

    1) If a theme created by the user has been applied to the current template, and the theme is deleted at this time, the template theme will determine whether the previous theme is light or dark, and thus change to the corresponding default built-in theme ( In General /Aggregation Report, the default light theme is classic dark gray, and the default dark theme is business stability; in Dashboard, the default light theme is classic and stable, and the default dark theme is smart data). And the style that was originally set to Follow the theme in the template will be changed to Custom, and the color scheme will be changed to the default built-in theme color.

    2) If the opened template theme is missing, the change principle is the same as above.

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