Managing Your Reports


Specific Value Sort On Column

This tutorial demonstrates how to create Specific Value Sort on columns in the Report. Specific Value Sort feature may be useful when we want to create a custom sorting logic based on some column in the...

Creating Database Table Relationships

Overview The purpose of creating a Database Table Relationship is to integrate data from two separate database tables and pull from them at the same time.  For your own purposes, you can use your default...

Emailing A Report

A created report can be downloaded or emailed in .pdf or .xls format. To email a report click on the Print Report button in the upper right, select the format, and click Email. Example The goal...

Using Group Actions for Report Entities

Overview You can perform group actions for entities in a report. To select multiple entities in a report, first click the Multiple Selection button in the top right of your page. Then right-click the...

Configuring Actions On Reports Showing Data Source Relationships

In this example integrate with a database Table in Decisions. This table contains ID, First Name, Last Name, and Email Address fields.  Begin by creating a Report on the External Table with the ability...

Rule Filter On Report

Overview The Decisions tool lets you set up rules to filter the results of a report. In a business environment, filtering reports may be useful for refining large sets of data, for example groups of users. Standard...

Creating Text List and Rich Text Report Views

Text List and Rich Text Views give a report’s users a short version of the data in each row on a report.  Views are customized to include the text and column data of the user’s choice. To add a...

Using Icons On Reports

This tutorial demonstrates how to use icons in Reports. In Decisions 4.0 it is possible not only apply Color Rules to Report columns and rows but also use icons for such purposes. Example: In this example...

Resetting Report Viewer Settings

When viewing a report, the active user can apply grouping and sorting to the report data.  To reset the report to its designed grouping and sorting settings, the user can click the Reset Settings button. When...

Configuring the Report Viewer

Configuring options for the Report Viewer gives a user the flexibility to set the behavior and appearance of the component on a portal page. Options include changing the appearance of buttons and filters,...

Report Filter Change using a Flow Run Part

Overview Utilizing a Flow Run Part on a Dashboard can filter a Report on the same Dashboard. This example will allow users to type in an email address and the report will change and only show the user...