Layout & Design


Coloring Report Rows with Color Rules

Color Rules evaluate the data in a row and color the row when its data meets the rule’s condition.  To build a color rule you need to select a rule that has already been created and set the color...

Custom Reporting Data Filters

Custom reporting data filters involve deciding which rows to include; for example, Common types filter.   Custom reporting filters are used in conjunction with custom data sources. Usually a custom...

Configuring Report View Modes

Overview View Modes refers to ways a report can display data. For example, you can choose to display data in Text, Tiles, and Calendar view modes, among others. To add or change the view modes on...

Custom Reporting Data Sources

Custom data sources can also be created via interfaces/subclassing: Specifying resulting cols Specifying when they apply Generating data   To write your own custom data source, create a class...

Color Flow Behavior

This tutorial demonstrates how to use Color Flow in Decisions. Color Flow is a Flow Behavior that is used to dynamically color rows or cells in Reports. Example: In this example we are going to create...

Merging Report Fields in a Property Grid

Combining data from two sources in one column on a report can make reports more useful.  Merged data can summarize information, assist in analysis, or provide new insights into report content. To merge...

Refreshing Report Data Automatically Based on Portal Events

The data displayed in Report Viewer or chart can be configured to refresh on one type of event, or multiple types of portal events.  The events include any folder changes, changes to an entity contained...

Using Column Based Filtering

Filtering is a useful way to limit unnecessary information that can appear on reports.  Even if filters are not configured in the Report Designer, information can still be filtered using Column Based...

Searching and Filtering Report Results at Runtime

Overview The search function in a displayed report lets you filter results by text. To search in a report, click the Search In Grid button (magnifying glass). Example The goal of this example is...

Setting Column Properties in the Report Designer

Column widths, titles and other formatting options can be set in the Properties Panel of the Report Designer.  To adjust a column’s formatting options, select its header and modify settings in the Properties...

Custom SQL Reporting Overview

Overview You may choose to use a SQL Datasource as opposed to a Custom Datasource. A SQL Datasource produces a select statement to be run against the database to gather data used for reporting whereas...

Adding Filters to a Report

When creating a report, Field Filters can be a very valuable tool for making a report more manageable.  These filters allow users to customize the data retrieved and displayed in the report. Example The...

Grouping and Sorting Report Results

Report Results can be sorted and grouped by column value. To group report results in the Report Designer, select the header of the column to be grouped, click the icon that appears, and select Group. ...

Quick Add Elements In Report

There are several options in Report Designer that are helpful for providing quicker Report Designing. In this tutorial we are going overview these options. In the Report Designer we expand Data Sources...

Reports Using Text Based Filters (url aware) In Rest APIs

This tutorial demonstrates how to use text based Filters as URL parameter for Service call in Reports. Example: We begin with creating a simple Report. In the Designer Folder we click Create Report >...

Control Child Report Filter Value From Master Report Field

This tutorial demonstrates how to send a value for the Filter from Master Report to Child Reports that are on the same Page by clicking on the Field in Master Report. Example For this Example we need...

Embedded Links in Reports

This tutorial shows how to embed links in Report. Links can be embedded in a Report in Decisions. To accomplish this, a specific OpenURLInlineField Calculated Column should be added to the Report. Next,...

Handle Events About Report Runtime Filter Values

Overview This tutorial demonstrates how to use an Embedded Form to handle Report Runtime Filters. Example We will create two Reports, a Flow with a Form, and a Page to display these elements. First,...

Reports Sharing Filters At Runtime

In this example we are going to show how to use Filter Runtime Behavior in Report in case when we have several Reports shown on one page, and sharing one Request Value to affect all Reports on the Page....

Using Flow Inline Fields to Extend Report Data

Example: A Flow that has Reporting Inline Field Flow Behavior can be added as a data field in Reports. In this Example, create a Flow that will display the accounts first and last name in a field from...

Get Report Filter Values from Other Sources

In this example we are going to demonstrate how to use a Flow to Coordinate run time editable filters on a report. Example We begin in Designer Folder with creating desirable number of Reports....

Using Runtime Editable Filters to Customize Report Output

Filters enable users to create manageable reports.  Using a Runtime Editable Filter gives a user the option to change the filtering criteria while in the Report Viewer. Example The goal of this example...

Merging Report Fields Inline

The MergeTextInlineField component concatenates column values (as variables) with each other and with plain text.  For example, the user can add a merged inline field containing the text and variables. ...

Setting Min and Max on Charts

Overview You can set a minimum and maximum number for data displayed in a report. In this example we will create a report of logs according to level, display the data with a Bars chart, then...

Setting Custom Chart Colors in the Page Designer

After adding a chart to a portal page, the user can customize the colors for each column on the chart. The user must enter the column name while customizing its color.

Adding Charts to a Report

After adding a chart to a portal page, the user can customize the colors for each column on the chart. The user must enter the column name while customizing its color.

Adding Ad Hoc Charts to a Report at Runtime

When viewing a report, a user can add a chart to display the report’s data in a different format. There are many chart types to choose from, including Pie, Bars, and Columns.

Adding a Title and Legend to a Chart

Charts represent report results in a graphical form. To enhance charts, a title and a legend can be added to a chart in the Report Designer.

Using Calculated Fields in a Report Matrix

Calculated Fields transform the values of other fields to create entirely new values. Report Matrices display a count of how many records match each value reported in a column or calculated column. Each column is referred to as a dimension. Multiple dimensions can be compared along the x and y axes of the report matrix.

Drilling Down into Report Matrix Data

Report matrices display totals of how many records match each value reported in a column. Each cell in the matrix doubles as a link to a drill down report. This drill down report breaks down the total and displays the column values for each matching entity.

Displaying Report Matrices in a Portal Page

Report matrices display totals of how many records match each value reported in a column. Each cell in the matrix doubles as a link to a drill down report. This drill down report breaks down the total and displays the column values for each matching entity.