Options for creating and updating report definitions

When you are in the process of creating a new report definition or updating an existing report definition, a set of tabs enables you to configure data inclusion and viewing options. These are the options that you can configure on each tab:

Column

Use the Column tab to do these procedures:
  • 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 field and click the trash can icon.
  • Change a field label. By default, the field label is the same as the field name. With the field selected, click Edit and specify the new name. Use the Show Label field to toggle between labels and field names.
  • Make a field updateable within the report. Report users can make changes in the reports that are sent to the database by selecting the field and checking if the Updateable field is active or not grayed out. If active, select the check box to enable the field update.
  • Add an alert. You can add an alert, such as showing updates that you must know about as soon as they occur.

    See Creating an alert for a report.

  • Change sort order. Change the default sort order by adding a field to use as the primary sort.

Filter

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

You can build a filter by selecting from a list of defined conditions. The Match All option adds AND while the Any option adds OR between filter conditions. You can complete the filter by selecting the Literal field to require an exact match and clicking OK. To create another filter for the report, you can click Build Another.

Display

Use the Display tab to configure these options:
  • Sharing: Determine whether the reports is viewed only by the creator, by anyone, or by specified groups. You can select Private, Public, Group, Rule, or Role Group. If you select Group, Role, or Role Group, select the group or role from the list.
  • Print to PDF: Select the print orientation. Select Landscape for a horizontal orientation or Portrait for a vertical orientation.
  • Font Offset: Select a font offset value to reduce the font size when exporting reports. You can select one of the predefined numbers or select Specify Font Offset to specify a number. The default offset value is 0.
  • Page Size: This option determines how many records are retrieved for a single view.
  • Show Grid Lines: Report grid lines are off by default. Add them by selecting this option.
  • Suppress Header and Suppress Footer: Headers and footers are included by default. Suppress one or both of them by selecting these options.
  • Display Search: Select a display search option to control how the search form is displayed in a report list.
  • Report Categorization: By default, the selections for Category and Subcategory are determined by the business class. You can change these categories by selecting other available options from the list.
  • Description: Use this field to add a description that provides additional information about the report and its purpose. The description is displayed below the report name in a list.
  • Retention Duration (PDF and CSV Exports): Select how long the exported PDF and CSV report files should be retained. You can manually select a predefined duration from the menu, or specify the number of retention days.

Sorting

You can add sorting to a specific column.

Totaling

You can total a specific column by adding a counting field and making selections for how counting works:
  • Total or the overall total
  • Running Total
  • Percent of Total.
You can also add a Summary Total to make specifications about how the calculations is performed with these options :
  • Maximum
  • Minimum
  • Average
  • Sum (default)
  • 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.

Data Source tab

The Data Source tab shows the business class and the report from which the date is derived.

From the source, select one of these options:
  • Use Live Data. Select an As Of Date to generate report with information that reflects the state of the data on the specified date.
  • Use Audit Data.

You can also use this tab to assign an As Of Date to the report.

See Configure the Set 'As Of Date'.