Setting Up Predefined DataViews

Using the DataViews Setup form, you can create and maintain predefined DataViews, select the IDOs to use when results are displayed to the user, designate user and group permissions, and select data layout options.

The definition for a predefined DataView consists of up to four basic sets of options:

• The general settings are the fundamental settings that define the DataView. These settings are made on the General tab:
  • The DataView name
  • The IDOs that the DataView is set to query
  • How many records the query is limited to
  • The definitions of any filters to be used in the query
  • Other related information

  For more information, see Setting up a new DataView.

• Input parameters are considered optional and are set using the Input Parameters tab. Input parameters are used as filtering mechanisms to limit the amount and type of data retrieved. These parameters can be especially useful in setting up DataViews as sources for formal reports.
• You can control who has access to what DataViews by setting user and group permissions on the User Permissions tab.
• You can view information about and make copies of layouts, using the Layouts tab.
• Finally, you can determine the way the report will print, using the options on the Report Options tab.
  Note: A predefined DataView is first processed as a temporary report the same as a Report type form. Because of this, you can use these options to specify what options are to appear on the final report output.