Sunburst Settings

Select one or more of the available report settings tabs:

General Tab

Select how numbers should be displayed on the chart:

  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.

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.