Options for creating and updating report definitions
Sharing
Determine whether the report is viewed only by the creator, by anyone, or by specified groups. Select Private, Public, Group, Role, or Role Group. If you select Group, Role, or Role Group, select the group or role from the list.
Column
The Column tab in the list editor shows a table that represents the columns in the list. The columns table presents information about the fields as they are used in the table.
| Task | Steps |
|---|---|
| Add or remove fields | To add fields, click the button and select for a regular field or for a calculation field. To remove a field, select the column and click the trash can icon. |
| Reorder the columns | Select the row that represents the field and click Move Up or Move Down. Alternatively, drag each row by placing your pointer over the first column. |
| Change a field label | With the field selected, click and specify the new name. Use the Show Label field to switch be-tween labels and field names. |
| Enable updating a field within a report | Select the field. If the option is active, click the box to enable updates. |
| Add an alert | See Creating an alert for a report |
| Change sort order |
Select a value in field. In the initial setting, the sort is ascending. Select the Descending check box for descending order. To sort a column, select the row that represents the field and click . Select a value in the Sort Orderfield. Most of the available sort options are for technical users. As an end-user, you must select ByUniqueID, which shows the data in key field order. In the initial setting, the sort order is how data is stored in the database. If you select a sort order for an individual field, the individual field's setting over rides the sort order on the list. |
| Add totaling options to columns that contain numeric data. |
Use this option to calculate the total for data in the list and show it at the end of the list. To add total, select the row that represents the field.
Specify the value in the Totaling field:
|
Filter
Use the on the Filter tab to determine when you must include a record in the report.
Display
The Display tab is used to configure printing presets and other report options.
| Options | Steps |
|---|---|
| Print to PDF | Select orientation for the report when printed to PDF. You can select Landscape or Portrait. |
| Font Offset | Select the number to represent the font size. You can select one of the predefined numbers or use Specify Font Offset to select a number. |
| Page Size | Page size determines how many records are retrieved for a single view. Select one of the predefined numbers: 5, 10, 20, 50, 100, 200. |
| Paper Size | Select the dimensions of the PDF output. The size of the paper must match the intended print format. |
| Show Grid Lines | Add grid lines by enabling this option to distinguish rows and columns. |
| Suppress Header, Suppress Footer | Headers and footers are included in the initial set up. Suppress one or both of them using these options. |
| Enable Horizontal Scrolling | Enables users to scroll sideways in the output when the report contains many columns. If disabled, columns may compress to fit. |
| Columns to Freeze | Locks a set number of columns on the left side of the page so the columns remain visible while scrolling horizontally. |
| Report Categorization | In the initial setting, the selections for Category and Subcategory are determined by the business class. You can change them by selecting other available options from the list. |
| Description | Use the text box to add a description that provides additional information about the report and its purpose. The description displays underneath the report name in a list. |
| Display Search Options | Select Default to use the system’s standard behavior for showing or hiding the search box. Select Initially Display to show the search box by default when the page loads. You can hide it if desired. Select Always Display to display the search box at all times. |
Sorting
All sorting options are in the Sorting tab. You can add or change sorting for any column using your custom options.
The Sorting tab defines how report data is ordered. You can add or remove sort rules, set the sort direction, and choose a default sort column to control how results are displayed when the report loads.
Totaling
You can total a specific column by adding a counting field and making selections for how counting works: Total as the overall total, Running Total, or Percent of Total.
The Totaling tab allows users to define how totals and summary calculations appear in a report. This tab provides tools to add numeric or date-based totals at the column level or at summary breakpoints, and enables users to easily view aggregated data such as totals, averages, or counts.
You can use Column Totaling to total numeric columns in the main report results. Optionally, you can use Summary Totaling to calculate and display totals or summary values at grouping and overall levels.
Toolbar
The Toolbar tab enables users to define and customize the toolbar actions displayed on a report. The toolbar provides quick access to frequently used functions such as searching, exporting, and printing.
You can select the Toolbar List to display all toolbar options currently configured for the selected view. Optionally, select the Details Panel to display configuration options and properties for the selected toolbar action.
Restricted Actions
The Restricted Actions tab controls which actions, such as Create, Update, or Delete are available to users. You can define conditions to restrict actions based on specific rules or data values.
Data Source
The Data Source tab shows where the report data comes from, including the business class, list, and data type used. This tab also indicates whether the report displays current or point-in-time information.