Options for creating and updating report definitions

When you are creating a new report definition or updating an existing report definition, a set of tabs is available to configure data inclusion and viewing options. You can customize columns, build conditions to filter the list, and define sharing and printing options.

The report definitions is viewed and used only by the person who made them. Administrators can make changes to delivered objects that other users can access.

Sharing

Determine whether the reports 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.

This table shows the changes you can make in a column:


Task	Steps
Add or remove fields	To add, click the +Add button and select Add Field for a regular field or Add Compute 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 Edit and specify the new name. Use the Show Label field to switch between labels and field names.
Make a field updateable within the report	Select the field. If the Updateable 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 Default Sort Column 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 Edit. Select a value in the Sort Order field. Most of the available sort options here are for technical users. As an end-user, you may want to select ByUniqueID, which shows the data in key field order. In the initial setting, the sort order is the way in which the data is stored in the database. If you select a sort order for an individual field, the individual field's setting overrides 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: Total: The total of all records Running Total: The total at the current point in the records Percent of Total: The percent of the total that this set of records represents

Filter

Use the Condition Builder Helper on the Filter tab to determine when a record should be included in the report.

See Building a condition.

Display

The Display tab is used to configure printing presets and report categorization.

This table shows the options you can configure:


Options	Steps
Print to PDF	Select orientation for the report when printed to PDF. Options are: Landscape (horizontal) or Portrait (vertical).
Font Offset	Select the number to represent how much smaller than the default the report font should be. You can select one of the predefined numbers or use Specify Font Offset to select a number. (The default offset is "0.")
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.
Show Grid Lines	Report grid lines are off in the initial setting. Add them by enabling this option.
Suppress Header, Suppress Footer	Headers and footers are included in the initial setting. Suppress one or both of them using these options.
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.

Sorting

All sorting options are in the Sorting tab. You can add or change sorting for any column using your custom options.

Totalling

You can total a specific column by adding a counting field and making selections for how counting works: Total (overall total), Running Total, or Percent of Total.

You can also add a Summary Total to make specifications about how the calculations should be performed. Options are: Maximum, Minimum, Average, Sum (default), and Count. You can change the label of the Summary Total field from the default of field name by clicking Explicit Label and providing the new name.