Report Properties

• sets the default view for the data based on Views selected by the user

• allows the end-user to add additional Data Fields to an existing Report while viewing

• shows the user when the Report was executed and what filters are applied if Runtime Filters are enabled
• allows the user to audit Report execution data that will be available in the System > Administration > Auditing folder
• the Default option means that the value of Audit Settings  > Enable Audit for Report Executions will be respected

• includes data from previously deleted rows in the Report

• enables the Snapshot feature on the Report

• the user can create templates in the System > Designers > Report Output > Templates folder and this template can be used in the Report Designer to download Report data as a PDF or an Excel file

• Override Drill Down Dialog Title: It changes the Drill Down Dialog Title
  • The Drill-Down window can be opened from Views including Tiles, Matrix, or Charts.

• Override Drill Down Report Title: It changes the Report Viewer title shown in the Drill Down window
  • The Drill Down window can be opened from Views including Tiles, Matrix, or Charts.

• Runtime Filters must be used and this property is not supported in Grid View

• Override Display of Null Values: If the cell value is null, then this property gives the ability to show a customize text value in the cells instead of showing empty cells

Select Row From Parameter: This gives the Designer the ability to pass a selected row of a Report within a Page's URL parameters

• Parameter Name: this is the parameter displayed in the URL
• Match Value With Column: this setting is matching the Parameter Name with the corresponding Data Field column

• allows the user to configure data-specific actions to Report data

• Dynamic: when selecting multiple line items, this setting allows the user to customize the grouping actions

• Flow: once enabled, the user will be able to create group actions 
• Flow Group Actions: allows the user to create group action Flows

• enables the user to right-click and open an item's action menu

• allows the user to select how the Calendar will display the information

• this option tells the Report to display the information at the time it is scheduled for

• allows the user to specify a Timeline to show in the Calendar mode

• allows the user to specify the number of events that will be shown in the cell
  • If the given number to the property is less than the number of events, then a ‘Show More’ link will display, to show other events.

• enables the user to create a Rule to evaluate data in a Row and add color or an icon to the row when the conditions of the Rule are met

• this displays the grouping column field name on the grouping row

• Default: this option respects the values from Designer Studio Settings

• Never: this option will never show the grouping column field name on the grouping row 

• Not On Single Grouping: this option will only show the grouping column field name when there is a multi-level grouping 

• Always: this option will always show the grouping column field name on the grouping row 

• Default: this setting gets values from Designer Studio Settings
• Specified: this setting allows the user to specify values for the Grid for the current Report only

• None: this setting displays no icon type
• Circle: this setting displays a circle icon 
• Ghost Circle: this setting displays an empty circle icon
• Image: this setting displays an image

• enables the end-user to edit the Report

• allows the user to set a color to a row or column based on a specific value
  • This feature is only applicable to String or Boolean data types

• this allows customized data to be shown at the intersection column

• enables the user to set numerical limits for the Report rows and columns

• sets the maximum rows for the Matrix data view

• sets the maximum columns for the Matrix data view

• allows the user to create an independent step for a specific Report. 

• allows user to configure a custom name for an independent step

• this allows the user to specify the columns that will be displayed in the Report 
  • If the selected column is not present under the Data Fields section, then a warning message will display

• calculates subtotals based on user selection from Report data 

• displays the count of data rows that will be displayed on a Report page
  • By default, this is set to 500 which means that 500 rows will be displayed on each page

• this setting allows all data to load at once to help calculate an accurate number of Report pages, useful especially when filtering Report data 

• allows for the default filter to be the filter defined in the Report, a filter on the data set, or no filter at all.

• sets the number of rows displayed per Report page

• Numeric: shows the total page count

• Previous Next: shows the current page number and the next button, useful when total page count may be unknown
  • this setting is not applicable if the Report has a grouping or subtotal on any column, or if the Report has a Chart, Matrix, Calendar, or Hierarchical view.

• enables the Report to be called using a REST web service that supports different HTTP methods

• allows the user to customize the Service URL
  • the Service URL allows the user to make API calls using the Base Portal URL and the configuration shown in the Report Designer.

• allows the user to select GET, POST, or PUT as HTTP methods