--- title: "Configuring Report View Modes" slug: "configuring-report-view-modes" description: "This document shows how to configure options for users to set the behavior and appearance, of different elements in the Report Viewer. The document provides a tutorial on how to create a Report and then add customized views to alter the appearance/behavior of the Report." tags: ["Reports", "Report customization"] updated: 2025-02-20T14:35:18Z published: 2025-02-20T14:35:18Z --- > ## 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. # Configuring Report View Modes ## Overview Configuring options for the **Report Viewer** gives a user the flexibility to set the component's behavior and appearance on a portal page. Options include changing the appearance of buttons and filters, enabling group actions, setting a default Report, and more. [Embedded content](https://www.youtube.com/embed/TEXZcdT31o0) ## Setting a View In this example, a Report has been created to serve as a basis to demonstrate the different Report Views. To view a more detailed article about building a report, please navigate [Create Reports](https://documentation.decisions.com/v9/docs/create-reports). 1. In the Report Designer, add **Accounts** as the **Data Source** then **Email Address** and **Created on Date** as the **Data Fields**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-26_12h24_25.png) 2. Under **Views,** click **Add** to add different view modes. In this example, add **Matrix, Layout Based,** and **Calendar** views. Once the views are added, select them to configure what data they will display in the report.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-26_12h25_32.png) ## Types of Views ### [Matrix View](https://documentation.decisions.com/v9/docs/drilling-down-into-report-matrix-data-2) The **Matrix** view is configured to display email addresses and if the user can use the Portal. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-26_12h30_45.png) ### Layout Based View The **Layout Based** view is displaying email addresses, first and last name, and what time zone that user is in. Icons were also added. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-26_12h34_34.png) ### [Calendar View](https://documentation.decisions.com/v9/docs/configuring-the-report-viewer-to-output-text-or-blurb-summaries-2#calendar-view) The **Calendar** view uses a **Merge Text Editor** to display a dynamic statement on a date. This view is configured to show what email address was created on which day. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1719419801531.png) ### Row Summary **Row Summary** allows the user to create a custom description that can be applied to every row. This is displayed in the Properties section when a row is selected. The below example displays the **AccountID**, **Email Address**, and **is_active** fields for an Account.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1719419885626.png) ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-26_12h38_40.png) ### [Rich Text](https://documentation.decisions.com/v9/docs/creating-text-list-and-rich-text-report-views) **Rich Text View** uses a rich text editor to display customized Reports. Tables, images, and links can be added and displayed for each row of the Report. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-30_13h48_10.png) ### [Text List](https://documentation.decisions.com/v9/docs/creating-text-list-and-rich-text-report-views) Similar to **Rich Text View,**however, this view will use a standard text editor. Images and links will not display correctly in this view. Any text entered will be displayed as a single line.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-30_13h49_10.png) ### Columns View The **Columns View** in the Report provides an option to display selected information from the Report as Columns. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-26_14h55_58.png) ### [Hierarchical View](https://documentation.decisions.com/v9/docs/configuring-the-report-viewer-to-output-text-or-blurb-summaries-2#hierarchical-view) **Hierarchical Views**allow nested objects to be shown in a Report. For example, this view can be used to display the child Folders for every Folder that has been created in Decisions. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-30_13h56_48.png) ## Other Settings To test the report view modes, at the top of the Reports Designer, click **Run Report.** The view modes you've added to the report appear as icons in the top left-hand corner. Save and close your report to finish. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-30_13h57_20.png) ### Can Manage Columns Starting in v9.6, there is a Can Manage Columns setting. Setting this to 'Yes' allows users to add, edit, or delete columns when viewing the Report in a live environment without going through the Report Designer. This change will persist whenever the Report is run. No changes occur to the Report within the Report Designer however, so these changes are easy to undo. #### Add a Column Add a column by selecting the options menu than picking the Add Column icon. A list of all available columns will appear. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-01-08_17h23_24.png) #### Delete a Column Delete a column by clicking on the column, and then selecting the X icon. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1736375154686.png) ### Edit a Column Edit a column by clicking on the column and then pressing the pencil icon. This will pull up a new menu with a variety of options to change the column. The available options are the same as they are in the [Report Designer](https://documentation.decisions.com/docs/setting-column-properties-in-the-report-designer-2). ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1736375199505.png) ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1736375268390.png) ## Allowing View Modes on a Page If the report is displayed on a page, there are additional settings in the report viewer component to further refine how the report data will appear. This example will demonstrate that step. To learn how to create a page and add a report viewer to it, navigate [here](https://documentation.decisions.com/v9/docs/create-pages-dashboards). In the Page Designer, select the **Report Viewer,** then in the **Properties** panel on the right side, expand **View.** By default, all the **View Modes** are selected. The Page Designer will allow further configuration for the views that are selected. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-30_13h58_43.png) --- ## Feature Changes | Description | Version | Date | Developer Task | | --- | --- | --- | --- | | Added the Can Manage Columns property. | [9.6](https://documentation.decisions.com/v99/docs/version-96x-release-notes) | January 2025 | [DT-043129] |