Settings Sub-Tab

The third sub-tab available from the Report Setup General tab is the Settings sub-tab. This sub-tab contains settings used to determine the page size, report type (Detail or Summary), and auto-refresh configuration, as well as a series of check boxes that determine what information should be included in the Report Preview window.

ClosedDisplay Report Header

The Display Report Header check box determines whether or not the report title should be displayed in the upper-right corner of the Report Preview window. If this check box is selected, the report title and Date/Time prepared are listed.

If the report includes an editable field, hot keys for editing are also displayed in green below the report title.

ClosedDisplay Report Description

The Display Report Description check box determines whether or not a user-defined report description should be displayed under the title in the upper-right corner of the Report Preview window. If this check box is selected, the report description is displayed in blue below the report title.

Report descriptions can be defined on the Advanced tab of the Report Setup window.

The report description will not display unless the Display Report Header check box is also selected.

ClosedDisplay Report Criteria and Display Photos in Report Criteria

The Display Report Criteria check box determines whether or not the current report criteria should be displayed in the Report Preview window. If this check box is selected, the report criteria are displayed in a box below the report header and any defined charts. This information ensures that report viewers know which records are included in the report.

The Display Photos in Report Criteria check box determines if photos should be displayed in the Report Criteria box. If this check box is selected, the Report Criteria box displays photos of the records included on the report, such as a photo of assigned individuals or assets.

The setting to determine whether or not Report Criteria should be displayed is also available from the Report Criteria window.

ClosedDisplay Format Criteria

The Display Format Criteria check box determines whether or not conditional formatting in effect should be displayed in the Report Preview window. If this check box is selected, the format criteria are displayed in a box below the report criteria. This information ensures report viewers understand the logic behind any conditional formatting.

Special (conditional formatting) is defined on the Style/Format tab.

ClosedDisplay Charts Only and Display Column Lines

The Display Charts Only check box tells the system that only charts should be displayed in the Report Preview window. If this check box is selected, only charts defined on the Chart/KPIs tab display. The records (data) corresponding to the charts are not shown.

The Display Column Lines check box allows users to display column lines in the Report Preview window. If this check box is selected, report data are displayed in a grid.

ClosedRepeat Header on Page Break

The Repeat Header on Page Break check box ensures that the report header is repeated on new pages of printed output for groups designated for page breaks. If this check box is selected, the header repeats for each new report group that begins on a new page.

Report Page Size and Width Controls

Report Auto-Refresh

Summary/Detail Reports