Bar Settings

Select one or more of the available report settings tabs:

General Tab

  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.

Bar Tab

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

  • Display Options:
    • 3D: Select this checkbox to display the graph in 3D.
    • Legend: Select the checkbox to display the legend on the graph. Clear the checkbox to hide the legend. By default, Legend is selected.
      • Legend Value: Select the checkbox to display the text and numeric legend values on the graph. Clear the checkbox to hide the legend values. By default, Legend Value is selected.
    • Show Total: Select this checkbox to display the grand total within the upper right corner of the graph.
    • Horizontal Bar: Select the checkbox to display bars vertically on the graph.
    • Overlap Bars: Select the checkbox to overlap the bars on the graph.
    • Truncate X-axis Labels: Select the checkbox to cut off the text on the X-axis labels to fit the graph.
    • Values On Bars: Select the checkbox to display the total amount at the top of the data bar with a scale to adjust the vertical percentage from  0 - 90 on the graph.
    • Grid: Select this checkbox to display the grid layout on the graph. By default, Solid Lines is selected. You can customize your grid layout patterns by selecting any of the available options in the Grid Pattern box.
  • Distance between bars: Select how to display the distance between the bars on the graph:
    • None
    • Small - this is the default
    • Medium
    • Large
  • Y Axis Min Percentage: Type the minimum percentage to zoom into the graph.
  • Y Axis Max Percentage: Type the maximum percentage to zoom into the graph.
  • Grid Pattern: Select the option to customize the grid layout patterns on the graph. By default, Solid Lines is selected.
  • Series Name: Displays the data selected for the Y-axis. Is Cumulative: Select the checkbox for the corresponding series name to display the cumulative amount for that data.

Note: Click Save at anytime to view your changes.

Overlay Tab

  • Select the data to be displayed as an Overlay in a Bar or Line format and if the axis should be merged.

Note: Click Save at anytime to view your changes.

Display Tab

  1. Original Label Value: Select the checkbox next to the label you want to override and type the new label in the Override Value box.
  2. Override Colors: Use this checkbox to override the colors on the graph. Select the checkbox and then click on the color and make a new color selection.
  3. Enable Color Gradient: Select one of the following:
    • Yes: To display the colors on the graph in gradient instead of a solid color.
    • No: To display the colors on the graph in a solid color.

Note: Click Save at anytime to view your changes.

Version Override Tab

Override the versions used for reporting from the default versions.

  1. Select Yes from the Overrride Version(s) drop-down menu. A list of default versions display.
  2. Select the checkbox next to one or more default versions on which you want to report.
  3. Click Save.

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.