Displaying report properties

To see the properties of a report, right-click it in the Report Catalog and select Properties. The Properties pane has four tabs: Advanced, General, Options, and Report Size. You can edit values on the General,Options, and Dashboard Behavior tabs.

Advanced tab

The Advanced tab displays this information:

The unique ID
To whom the report is checked out
Position: The position of the report or folder within its parent.
Content State: If the report forms part of an application component, the content state can be Valid or Modified. If content exists and has been modified, it will be overwritten by any further import. If the report or folder is not part of an application component, the Content State displays 'Not part of content'
Content Version: When you create an application component, you must specify a version. If the report is part of an application component, the version is displayed.
See Exporting customized reports for a BI Services application.
Content Caption: Application components have a unique name and a name. If the report is part of an application component, the Content Caption field displays the component name.

General tab

You can specify the name of the report, the unique name and a description.

The unique name of the report is used to reference it. It does not depend on the language specified in Application Studio. It can contain only the characters A-Z (no special characters), the numbers 0-9, and the character "_". The name must not be longer than 50 characters and must not start with a number.

You can localize the contents of the Description field:

Check out the report.
See Checking reports in and out
Click in the Description field to enable its browse button.
Click the browse button. The Edit dialog is displayed.
For any language which is listed, double-click the Description field and specify a description in that language.

You can also localize a description in the Rename dialog. Right-click a report and select Rename.

Options tab

These are the options:

Style sheet

To assign a style sheet to a report, click the Options tab and click Style sheet. Select a style sheet from the list.

Note: When you assign a style sheet in this way (instead of creating a report based on a style sheet) you must copy the styles from the style sheet.

See Styles and style sheets.

Linked to

If the report is linked to another, the Linked to field on the General tab, shows the linked report.

See Report links.

Recalculation

You can specify that an individual report is recalculated in a different way from that specified in Extras > Settings > Calculation. Or, you can specify that it is recalculated in the same way. Select or from the Recalculation list.

Note: These settings do not affect Infor BI Application Studio WebServices.

Calculate visible cells only

This option is selected by default. Further cells become visible, and are calculated, as you scroll through the report. Generally, this is more efficient than calculating all cells when the report opens.

But, if a report accesses a database with a slow response time, or the report contains a large amount of data, clear this box and calculate all the cells when the report is opened.

Note: If a report contains hidden formulas and Calculate visible cells only is selected, the formulas are not calculated unless they are referenced by a cell that is visible. But, in Infor BI Application Studio WebServices , all cells must be calculated, so this option has no effect.

Hide from report viewers

You can specify that a report or folder is not visible in, for example, the content browser of Infor Business Intelligence Dashboards or in the report tree in Infor BI Application Studio WebServices.

See Designing for Dashboards.

Calculate action conditions

Select this to specify whether the conditions for actions are evaluated. For example, you have a report which contains a jump to another report. The jump action displays a hyperlink in the report. As the condition of the action, you specify that the value of the _CurrentUser variable must be UserA.

If the value of the Calculate action conditions property is FALSE, the jump action displays a hyperlink, regardless of whether the condition of the action is met. If the condition is not met, the hyperlink does not work. If the value of Calculate action conditions is TRUE, the condition is evaluated and the hyperlink is only displayed if the condition of the action is met. If the condition is not met, only the text of the hyperlink is displayed. So, users who are not permitted to see the target report need not be aware of its existence. If a report is large, calculating the action conditions can take some time.

Editable with the Report Wizard

For reports based on templates, or reports designed for use in dashboards, you can specify whether users can provide different values for the report parameters by using the Report Wizard.

Immediate writeback

Note: This setting must be configured in Infor BI Repository Administration.

This setting enables you to write back entered values automatically. You do not have to click the Write back button in the toolbar.

Specify <Inherit from catalog>, Enable to enable immediate write-back, or Disable to disable immediate write-back.

This table shows the keys and keyboard shortcuts that trigger the write-back:


Key or keyboard shortcut
<Enter>
<Shift + Enter>
<Tab>
<Shift + Tab>
Any arrow key

If you press any of the above key combinations, the report is calculated on the server, a new report html file is created in the Application Studio WebServices temp folder, and the report is reloaded in the report frame.

Note: If you press the <Esc> key while the cell is in edit mode, the original value of the cell will be restored and the edit mode will be terminated.

Writeback behavior

This option enables Spreadsheet mode or Form mode. These modes affect navigation in Application Studio WebServices within and between cells which have been enabled for writeback.

In Spreadsheet mode, you can navigate between cells with the Tab key or by using the arrow keys on the keyboard. The currently selected cell has a black border. To edit a cell, press F2 or double-click the cell.

In Form mode, you can navigate between cells with the Tab key or with the mouse. The left and right arrow keys move the cursor one character at a time, through the value in the cell. The up and down arrows move the cursor to the beginning or end of the value respectively.

In Form mode, the current cell is not indicated, except by the position of the cursor. Writeback cells are automatically editable.

In Repository Administration, you can specify either Spreadsheet or Form as the default mode for all reports in a report catalog. Run Repository Administration and select the Settings node of the report catalog. In the Settings of the Report Catalog dialog, select or as the value of the Writeback behavior option.

In Application Studio select <Inherit from catalog> as the value of the Writeback behavior option to enable the default mode on a report.

Dashboard behavior

For reports which might be viewed in Infor Business Intelligence Dashboards or in Infor BI Dashboards, you can specify preferred and minimum heights and widths. When a user adds a report to a dashboard, it is initially displayed with the preferred width and height, if specified. If a minimum width and height are specified, Dashboards users can expand the report but cannot reduce it to less than the minimum specified dimensions.

Jump behavior: You can create reports to be used as templates in Infor Business Intelligence Dashboards or Infor BI Dashboards. For example, use several reports, linked by jump actions, as a report wizard. In this case, it is necessary for the jumps to take place within the report widget, rather than jump to a new dashboard. Select Replace Widget to ensure that jumps take place within the report widget. If you select Replace Dashboard or Replace Widget, the jump behavior cannot be specified in the dashboard.
Start interaction after drop: By default, to interact with reports displayed in widgets, Infor Business Intelligence Dashboards and Infor BI Dashboards users must manually switch report widgets to interaction mode. But, for reports used as templates in Dashboards you should specify that interaction mode is automatically enabled. Select TRUE to enable interaction mode as soon as a report is dropped onto a dashboard.
Thumbnail: You can specify a thumbnail image to be displayed next to the report name in the report browser in Dashboards. Click the browse button to display the Thumbnail dialog.; You can also access the Thumbnail dialog from the Format menu.; See Report thumbnails.