---
title: "Configure Reports"
slug: "configure-reports"
status: "update"
updated: 2026-06-15T17:55:58Z
published: 2026-06-30T16:27:37Z
canonical: "documentation.decisions.com/configure-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Reports

## Overview

Once a basic Report has been [created](/version-10/docs/create-reports), the Report can be further configured via other features in the Report Designer.

---

## Properties

Adjusting parameters within the **Properties** tab adjusts various settings involving the Report's display and behavior. The following chart provides information on the function of each category found within the Properties.

| Category | Function |
| --- | --- |
| Settings | Provides options about basic and default Report configurations. |
| [Actions](https://documentation.decisions.com/version-10/docs/row-click-action-types) | Pertains to methods of access for Report Actions, i.e., left-click, right-click, Group Actions, etc... |
| Calendar View | Used to define Properties for the Report in Calendar View mode. |
| [Colors and Icon](https://documentation.decisions.com/version-10/docs/setting-report-row-colors-with-a-flow) | Used to define Colors and Icons via Rule. |
| Grid View | Pertains to adjusting the Report in Grid View mode. |
| Group Options | Used to add Grouping to Text Reports. |
| Matrix View | Affects Report display in Matrix View mode. |
| Report Access | Used to generate a unique Report Run step with a user-defined Name. |
| Required Fields | Used to provide Required Field definitions via user-defined Name and Type. |
| Results | Add a count, sum, average, minimum, maximum, or median of a selected Field to the Report. |
| Service Settings | Used to configure Integration settings. |

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1781545936485.png)

---

## Filter

The **Filter** panel is located between the **Data Source** and **Data Field** panels in the **Data Panel**. Filters are used to further affect and limit the number of results returned by the Report. Filters are added similarly via the **Add** button within the panel and then further configured via the **Properties** tab by providing a value to compare against. The following chart expresses how each Filter works within the **Report Designer**.

| Filter Type | Function |
| --- | --- |
| Entity Filters | Filters results using Rules based upon specific Entity Properties, ie. Created within X days, the Hidden Property, State Filters, etc... |
| Field Filters | Filter results based upon a selected Data Field. |
| In Folders | Filter results based on Folder properties. |
| Infrastructure | Allows the ability to combine two Filters via the phrase "And" or "Or". |
| SQL Based Filters | Filters results via SQL Table Fields and a designated FilterType., |
| Date Range Filter | Filter results based on a user-provided Date Range. |
| Respect Permissions | Filter results based upon the selected user Permissions. |
| [Rule Filter](https://documentation.decisions.com/version-10/docs/rule-filter-report) | Filters results via a user-defined Rule. |

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1781545995496.png)

### Runtime Behavior

In addition to **Filters** designed at **Design time**, many Filters can be set to [**Runtime Editable**](https://documentation.decisions.com/version-10/docs/report-filtering-options-during-runtime) via the **Runtime Behavior** dropdown in the Filter's **Property** tab.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1781546038641.png)

---

## Views and Charts

Via the [**Views**](https://documentation.decisions.com/version-10/docs/configuring-the-report-viewer-to-output-text-or-blurb-summaries-2) panel, alternate view methods of the Report can be applied; this allows the ability to look at data within a Report to be viewed through alternate visual methods and in different formats. Additionally, if the Report results are grouped, additional view methods are provided in [**Charts**](https://documentation.decisions.com/version-10/docs/en/adding-charts-to-a-report). ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1781546135764.png)