Report Properties
  • 04 Aug 2022
  • 5 Minutes to read
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Report Properties

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Article summary


Reports are Designer Elements that collect, filter, organize, and display data. The way a Report displays data can be configured through the Properties panel in the Report Designer. The following article details the settings of a Report and how the different functions affect the data being displayed.


Default View

Sets the default view for the data based on Views selected by the user

Can Add Columns 

Allows the end-user to add additional Data Fields to an existing Report while viewing Can Add Multiple Columns: this allows the end-user to add more than one Data Field to an existing Report simultaneously.

Audit Report

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.

Include Deleted Rows

Includes data from previously deleted rows in the Report

Enable Snapshot

Enables the Snapshot feature on the Report

Excel Default Template

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

Hide Default Output
Output Handlers
Override BooleansOverride 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.

Override Runtime Filter Dialog Title: It changes the title in the Runtime Filter window.

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 customized text value in the cells instead of showing empty cells

Row Selection Configuration

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


Override Action Context

Allows the user to configure data-specific actions to Report data

Group Action Behavior

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

Show Actions On Right Click

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


Select Calendar Providers

Allows the user to select how the Calendar will display the information

Primary Calendar Provider

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

Specify Calendar Timeline

Allows the user to specify a Timeline to show in the Calendar mode

Max Number Of Event In CellAllows 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.


Colors and Icon Rules

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


Show Group Field Name

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 

Grid Settings Type

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

Icon Type

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

Row Click Action Type

Show Slider: this setting enables the slider view of the selected line item

Show Actions: this setting will show the action menu 

Default Action: this setting opens the default action item for the selected line item

No Actions: this setting will not initiate any action

Selected Rows StyleThis property selects the different styles to indicate the selected row.
  • The Show Selected Row Indicator boolean must be enabled for this setting to apply.
Enable Row Numbering

Allows the user to enable numbers on each row

Enable Grouping

Allows the user to group the Report data

Enable Sorting

Allows the user to sort the Report data

Enable Grid Stretch Mode

This option allows individual columns to be stretched however, by default, the available width of the Report is equally distributed between all columns  

Show Selected Row Indicator

Allows the user to highlight selected rows in the Folders when performing actions

Conditional Formatting
  • 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


Group Text Reports

Show Aggregations in Text Reports
Levels Format


Show Intersection Data

This allows customized data to be shown at the intersection column

Limit Rows and Columns

Enables the user to set numerical limits for the Report rows and columns

Maximum Rows

Sets the maximum rows for the Matrix data view

Maximum Columns

Sets the maximum columns for the Matrix data view


Generate Step to Run Report

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

Generated Type Name

Allows the user to configure a custom name for an independent step


Required FieldsThis allows the user to specify the columns displayed in the Report. If the selected column is not present under the Data Fields section, then a warning message will display


Sub Totals

Calculates subtotals based on user selection from Report data 

Use PagingDisplays 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
In-Memory Data Pagination

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

Filter Mode

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

Rows Per Page

Sets the number of rows displayed per Report page

Paging Mode
  • Numeric: shows the total page count
  • Previous Next: shows the current page number and the next button, useful when the total page count may be unknown


Integration Type

None: default Report setting that will not initiate a service integration

User Interface: allows users to configure how UI elements will be configured via URL

API Service: allows users to allow to configure Get or Post calls 

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