Report settings

You can customize the options available on your report.

  1. Open the Main Menu bar and click .

  2. Click one of the following:

    • Settings: available only to the Administrator or the report creator.

    • My Settings: available to users with access rights to review the report.

Settings

Select one or more of the available report settings tabs:

Format tab

Use this tab to apply numeric and week formatting to the report.

Select one of the following:

  • Apply to All Fields: To apply the selected formatting to all numeric and/or week fields in the report.

    • Type: Displays the type of fields that can be formatted:

      • Measures: Selections made in this row will be applied to numeric fields only.

        • Format: Select one of the following formatting option from the drop-down menu:
          • System Default: Displays the numeric fields using the default system preferences set by your Administrator.
          • Thousands: To format the numeric fields that have values in thousands.
          • Millions: To format the numeric fields that have values in millions.
        • Decimals: Select the number of digits to display after the decimal for numeric fields that have values in thousands and/or millions. For example, if you select Thousands and then type 3 in this field, the numeric fields that have values in thousands will display as XXX.XXX.
        • Abbreviation: Type the abbreviation for the numeric fields that have values in thousands and/or millions. For example, if you select Millions and then type M in this field, the numeric fields that have values in millions will display as XXXM.
      • Week: Selections made in this row will be applied to week fields only.
        • Format: Select one of the following week formats:
          • System Default: Displays the week using the default system preferences set by your Administrator.
          • Week of Jan 1 20XX
          • Week of Jan 1
          • 20XX W01

  • Apply By Column: To apply the selected formatting to columns that contain numeric and week fields.

    • Column: Displays the columns in the report that can be formatted.
    • For numeric columns:
      • Format: Select one of the following formatting option from the drop-down menu:
        • System Default: Displays the numeric fields using the default system preferences set by your Administrator.
        • Thousands: To format the numeric fields that have values in thousands.
        • Millions: To format the numeric fields that have values in millions.
      • Decimals: Select the number of digits to display after the decimal for numeric fields that have values in thousands and/or millions. For example, if you select Thousands and then type 3 in this field, the numeric fields that have values in thousands will display as XXX.XXX.
      • Abbreviation: Type the abbreviation for the numeric fields that have values in thousands and/or millions. For example, if you select Millions and then type M in this field, the numeric fields that have values in millions will display as XXXM.
    • For week columns:
      • Format: Select one of the following week formats:
        • System Default: Displays the week using the default system preferences set by your Administrator.
        • Week of Jan 1 20XX
        • Week of Jan 1
        • 20XX W01

Rows tab

Use this tab to select specific data to display and/or format the amount of rows of records to display per report page.

  • Select Rows: To display records based on the specified sort.

    • All: To display all records.

    • Top: To display the top number of records. In the second field, select the number of records to display from the drop-down menu. For example, display the top 10 most expensive project.

      Note: The Show All Other row option displays when you don't add a partition. Select Yes to display the total for the all fields. Select No to display the total for only the fields that display.

    • Bottom: To display the bottom number of records. In the second field, select the number of records to display from the drop-down menu. For example, display the bottom 5 least expensive products.

      Note: The Show All Other row option displays when you don't add a partition. Select Yes to display the total for the all fields. Select No to display the total for only the fields that display.

    • Show All Other row: This option displays when you don't add a partition. Select one of the following:

      • Yes: Displays the total for the all fields.

      • No: Displays the total for only the fields that display.

    • Partition By: Select the column on which you want to sort on. For example, display the top most expensive products in the X column.

      • Sort By: Select the field on which you want to sort on.

  • Lines Per Page: Select the user's default number of pages of records to display on UA pages from the drop-down menu.

    Note: System Default uses the default system preferences set by your Administrator.

  • Reset column layout when a new data column is found: Select one of the following:

    • Yes: When the report is edited, the column positioning is not changed.

    • No: When the report is edited, the column positioning is changed to accommodate the new layout.

Columns tab

Use this tab to format columns.

  • Column Width Mode: Click one of the following from the drop-down menu:
    • Fixed Column Size
    • Expand To Fit
    • Size Based on Title
    • Size Based on Best Fit
  • Name Override: Select the checkbox for the column name that you want to change and then type the new column name in the box to rename the original column name.
  • Width: Type a new size to resize the column width.
  • Show Column In Report: Select to display or hide the selected columns in your report:
    • Yes: The column displays. The default.
    • No: The column is hidden.
  • Lock Column In Display: Select to lock or unlock the first column in your report:
    • Yes: The column is locked.
    • No: The column is unlocked. The default.
  • Suppress Repeated Data: Select to display or hide columns that contain repeating data:
    • Yes: Hide columns that contain repeating data.
    • No: Display columns that contain repeating data.
  • Show Sub/Total (if enabled): Select to display or hide the subtotal of the column:
    • Yes: Displays the subtotal in columns.
    • No: Hides the subtotal in columns.
  • Wrap Content: Select how to format longer text in a column:
    • Yes: The text will wrap. Longer text will fully display in a cell without it being cut off.
    • No: The text will not wrap and may be cut off.

Data Sorting tab

Use this tab to apply data sorting to the report.

Sort Report By

  • Select an available column field from the available options on which to sort on.
  • Select the sorting order: Ascending or Desending.
  • Click Add to add a new sort.

Version Override tab

Override the versions used for reporting from the default versions.

  1. Select Yes from the Override 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

  • Standard Template: Select whether or not to use the standard template.
  • 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.
  • 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 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 user group(s) for whom you want to share your report or graph/chart with.

        2. Note: The roles display as follows: User Group Label (User Group 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.

My Settings

Caution: The options available to you in the My Settings page overwrite those that were set in the Report Settings by the Report Owner as described in Settings and will only apply to your personal view.

Select one or more of the available tabs:

General tab

Lines per page: Select the number of pages of records to display on the report from the drop-down list.

Note: Click Save at anytime to view your changes.

Threshold tab

The Threshold tab will display if a threshold has been setup for the report.

  1. Choose whether to inherit the Threshold settings or to override the options.
  2. Override the Threshold options of the report.

Note: Click Save at anytime to view your changes.