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: Displays the currency format on the report or graph/chart title.
    • No: Hides the currency format on the report or graph/chart 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 or graph/chart title.
    • No: Hides the volume format on the report or graph/chart title.
  5. Select the number of records to display in your report from the Select Rows drop-down menu:
    • All: Selected by default
    • Top
    • Bottom
  6. Select one of the Show All Other row options:

    7. Note: This option is available when Top or Bottom is selected in the Select Rows drop-down menu. This option is not available when a field is selected in the Partition By drop-down menu.

    • Yes: Displays the All Others row.
    • No: Hides the All Others row.
  7. In the Partition By drop-down menu, select one of the following:

    8. Note: This option is available when Top or Bottom is selected in the Select Rows drop-down menu.

    • None: The report or graph/chart will not be partitioned.
    • Select an available field to partition the report or graph/chart, and then in the Sort By field, select a field to use to sort.
  8. In the Lines Per Page drop-down menu, select the number of lines per page to display in your report or graph/chart: Inherited (selected by default), 5, 10, 20 , 30, 40, 50, 75, or 100.
  9. In the Reset column layout when a new data column is found? drop-down menu, select Yes or No.

Note: Click Save at anytime to view your changes.

Column Configuration Tab

  1. Column Width Mode: Click one of the following from the drop-down menu:
    • Expand To Fit
    • Fixed Column Size
    • Size Based On Content
    • Size Based on Title
    • Size Based on Best Fit
  2. Name Override: Allows you to rename the original column name. Select the checkbox for the column name that you want to change and then type the new column name in the box.
  3. Width
  4. Show Column In Report: Allows you do display or hide the selected columns in your report.
    • Yes: The column displays. The default.
    • No: The column is hidden.
  5. Lock Column In Display: Allows you to lock or unlock the first column in your report.
    • Yes: The column is locked.
    • No: The column is unlocked. The default.
  6. Suppress Repeated Data: Allows you to display or hide columns that contain repeating data.
    • Yes: Hide columns that contain repeating data.
    • No: Display columns that contain repeating data.
  7. Show Sub/Total (if enabled):
  8. Wrap Content: Allows you to wrap text in a column.
    • Yes: The text will wrap.
    • No: The text will not wrap and may be cut off.

  9. Note: Click Save at anytime to view your changes.

Data Sorting Tab

  1. In the Line of Business Name drop-down box, select how the Pivot columns are to be sorted: Ascending or Descending order.
  2. Do the following in the Data sorting options section:
    1. Select an available column field from the available options.
    2. Select the sorting order: Ascending or Desending.
    3. Click Add to add a new line item.

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.