Configuring Report View Modes

Overview

Configuring options for the Report Viewer gives a user the flexibility to set the behavior and appearance of the component on a Portal Page; these options include changing the appearance of buttons and filters, enabling group actions, setting a default Report, and more.

Example

In this example, a Report will be created containing account information, and the user will add multiple views to the Report that will be seen on a Portal Page.

1. Create a Report. In the Report Designer, add Accounts as the Data Source, then Email Address and Created on Date as the Data Fields.
2. Under Views, click Add to add different view modes. In this example, add Matrix, Layout Based, and Calendar views.
3. Once the views are added, select them to configure what data they will display in the Report.
   

Matrix View

The Matrix view is configured to display email addresses and if the user can use the Portal.

Layout Based View

The Layout Based view is displaying email addresses, first and last names, as well as what time zone that user is in. Icons were also added.

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. 

To test the Report view modes, at the top of the Report 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.

Allowing View Modes on a Page

If the Report will be displayed on a Page, there are additional settings in the Report Viewer component to further refine how the Report data will appear. 

1. 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.