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.
Settings
Setting
Description
Default View
Sets the default view for the data based on Views selected by the user.
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
Excel Default Template
The user can create templates inthe 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
Hides the default output for the Report
Output Handlers
Allows the user to create output handler Flows that use the Report's data.
Override Drill Down Dialog Title
Updates the Dialog Title for the Drill Down window. The Drill-Down window can be opened from Views, including Tiles, Matrix, or Charts.
Override Drill Down Report Title
Updates the Report Title that is shown in the Drill Down window. The Drill Down window can be opened from Views, including Tiles, Matrix, or Charts.
Override Display of Null Values
When enabled, if a cell value is null, custom text can be defined and displayed for the field.
Row Selection Configuration
Select Row From Parameter
Enabled allows passing a selected Report row within a Page's URL parameters. This is defined in the Parameter Name and Match Value With Column fields.
Parameter Name
This is the parameter name as displayed in the URL
Match Value With Column
This setting will match the Parameter Name to a corresponding Data Field column.
Actions
Setting
Description
Override Action Context
When enabled, allows the user to configure data-specific actions to Report data.
Action Context Type
The selected action type will override the actions on a Report.
Action Context ID Field
The ID field is used to tie the action to the Report.
Group Action Behavior
This setting determines how Group Actions will be displayed on the Report.
Dynamic
When selecting multiple line items, this setting allows the user to customize the grouping actions. This is the default setting.
Flow
If selected, the user can create Flows used for Group Actions. An additional input to select Flows can be found under Flow Group Actions.
Allows the user to select how the Calendar View 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 Cell
Allows the user to specify the number of events shown in the cell. A' Show More' link will display if the given number to the property is less than the number of events. Selecting the link will display 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
Grid View
Setting
Description
Show Group Field Name
This displays the grouping column field name on the grouping row.
Default
This option respects the values of Designer Studio Settings.
Never
This option will never show the grouping column filed name or row.
Not On Single Grouping
This option will only show the Grouping column filed name when there is multi-level grouping.
Always
This option will always display the grouping column field name and row.
Grid Settings Type
Default
The Default Grid settings for a Report as defined in Designer Studio Settings
Specified
If selected, the user can specify values displayed on the grid for a Report. When this setting is enabled, additional options that apply to the Grid View will appear.
Icon Type
Required Grid Settings Type to be Specified along with a configured Icon Rule. This setting determines what Icon will be displayed based on results from the Rule.
None
No icon will be displayed if selected based on the Icon rule results.
Circle
If selected, a circle icon will be displayed based on the results from the Icon rule.
Ghost Circle
If selected, an empty circle icon will be displayed based on the results from the Icon rule.
Image
If selected, an image will be displayed based on the results from the Icon rule.
Two settings control what actions occur on the Report based on the left or right click.
Show Slider
Displays the Slider when the Report row is clicked
Show Actions
Displays the action context menu based on the data type used as a source for the Report.
Default Action
Executes the action as defined in Designer Studio Settings.
No Action
If selected, no action will run based on the left/right click.
Selected Rows Style
This 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. Only applicable to String or Boolean data types
Group Options
Setting
Description
Group Text Reports
If enabled, Text Views for Reports will be grouped together.
Show Aggregations in Text Reports
Shows aggregation totals on Text Views of a Report.
Levels Format
Sets the font size and indentation levels in a 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 Fields
Setting
Description
Required Fields
This allows the user to specify the columns displayed in the Report. A warning message will display if the selected column is not present under the Data Fields section.
Results
Setting
Description
Sub Totals
Based on the field selected, this setting displays a count, sum, average, minimum, maximum, or median number. This is shown in group headers.
Use Paging
Displays the count of data rows displayed on a Report Page. By default, this is set to 500, meaning 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 the default filter to be the filter defined in the Report, a filter on the data set, or no filter.
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. It is useful when the 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.
