The Report Viewer control serves as a comprehensive tool for visualizing Reports within a Page. It encompasses a wide array of settings available both during the design phase and when the Page is actively running. To access this functionality, navigate to the Reports category, where the control is located.
Design Time Settings
Pick or Create Default Report
Sets the default report to be displayed by the report viewer
Get Report Id from Selection Bus
Retrieves a Report ID, which can be used to display a Report
Determines the default folder that houses the Reports.
Sets if the Report Viewer control is visible when loading the page
Determines if the Report Viewer can be interacted with
Determines what occurs when a row on the Report Viewer is clicked
Pick or Create Selected Row Flow
Starts a Flow that runs when a Row item is selected
Sets the Help Message Key used by the Report Viewer
Pick Help Message Key
Allows preconfigured message keys to be used
Controls how the Report Viewer will be displayed on the Page
Use Custom Title
Allows a custom title to be set for the Report
Run Time Actions
The runtime view of the Report Viewer control offers a range of actions for enhanced management of reports. These actions encompass filtering, searching, saving, exporting, and editing functionalities; each action is listed in the table below.
Additionally, within the Report Viewer, a variety of filtering options are available. Users can effectively group, sort, and manipulate data using the Report Designer configurations and additional runtime methods. This dynamic configuration capability empowers users to perform data filtration on the fly without the necessity of accessing the Report via the Report Designer.
Any Report has the option to be downloaded as either an Excel or PDF file. Every default Page view is comprised of a Report, meaning that when the user selects a Designer Folder and it defaults to the LIST Page, the Designer View is a Report of the objects in the Folder.
Save Report Definition
Save the Report in its modified state during runtime, which includes any changes such as rearranging columns or adjusting grouping. There are multiple ways to save the Report using this feature:
Override Current Definition: This option replaces the existing Report with the modified version, effectively updating the original Report.
Save As (shared): A fresh copy of the modified Report is saved in the same Folder as the original Report, making it available to others who have access to that Folder.
Save As (My Copy): Creates a new copy of the altered Report and saves it in the My Documents Folder of the current user, providing a personalized version for individual use.
Opens the Report in the Report Designer, allowing modifications to the original version of the Report.