Area Settings

Select one or more of the available report settings tabs:

General Tab

Select how numbers should be displayed on the graph:

  1. Select one of the Currency Formatting options:
    • Inherited: Selected by default
    • With Decimals: 1,000.00
    • Without Decimals: 1,000
    • Thousands: 100,000.00 or 100,000
    • Thousands with decimals: 100.00
    • Millions: 1,000,000.00 or 1,000,000
    • Millions with decimals: 1.00
  2. Select one of the Show currency format in title options:

    3. Note: This option is not available when Inherited is selected in the Currency Formatting drop-down menu.

    • Yes: Display the currency format on the report/graph title.
    • No: Hides the currency format on the report/graph title.
  3. Select one of the Volume Formatting options:
    • Inherited: Selected by default
    • With Decimals: 1,000.00
    • Without Decimals: 1,000
    • Thousands: 100,000.00 or 100,000
    • Thousands with decimals: 100.00
    • Millions: 1,000,000.00 or 1,000,000
    • Millions with decimals: 1.00
  4. Select one of the Show volume format in title options:

    5. Note: This option is not available when Inherited is selected in the Volume Formatting drop-down menu.

    • Yes: Displays the volume format on the report/graph title.
    • No: Hides the volume format on the report/graph title.

Note: Click Save at anytime to view your changes.

Area Tab

Select one or more of the desired Display Options. Depending on your choices the Additional Bar Graph Settings may differ.

  • Display Options:
    • Legend: By default, Legend is selected. Deselecting it removes the labels of your data values from the graph.
    • Legend Value: By default, Legend Value is selected. Deselecting it removes the text and numeric values from the graph.
    • Show Total: By default Show Total is selected. Deselecting it removes the total from your graph.
    • Symbol: By default, the Symbol is selected. Deselecting it removes the default symbols from the lines in the graph.
    • Inverted: Selecting this option will invert the graph axes.
  • Y Axis Min Percentage (%):
  • Y Axis Max Percentage (%):
  • Number Suffix: You can append a number or text value in front vertical numeric values within your graph.
  • Stack Type: By default, None is selected. Available options are:
    • Stacked Area:
    • Percentage Area: Selecting Percentage Area displays your y axis values in percentages.

Note: Click Save at anytime to view your changes.

Axis Merge Tab

  • Select the data to be displayed as an overlay in the graph to merge the axis.

Note: Click Save at anytime to view your changes.

Permissions Tab

  1. Standard Template: Select whether or not to use the standard template.
  2. Show in Upland WorkCenter: Select whether or not to display the report or graph/chart in Upland WorkCenter.
    • Yes: The report is available in Upland WorkCenter.
    • No: The report is not available in Upland Workcenter.
  3. Report/Chart Visibility: Select one of the following:
    • Public: Allows your report or graph/chart to be viewed and edited by all users. By default, this option is selected.
    • Private: Allows your report or graph/chart to be viewed and edited by you only.
    • Share: Allows you to set your report or graph/chart to be viewed by a specific user(s) or role(s) and give permissions. The Shared With field displays:
      1. Click the Select a value field and select the user(s) or role(s) for whom you want to share your report or graph/chart with.
        2. The roles display as follows: User Role Label (User Role Name).
      2. Click the arrow and select the permission for each user or role. The available options are:
        • Can edit and view: The default
        • Can view
      3. Click Add.

Note: Click Save at anytime to view your changes.

On Page Filters Tab

This tab displays all of the fields contained in the data source used to create the report.

  1. Select the field(s) that you want to filter.
  2. Click Save.