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Global Settings

Global Settings

The Global settings are applicable to all the ad hoc/smart reports and control the layout and layout of these reports.

The following figure shows the Global settings available for reports.

Global Settings.png

On this page, you can configure the following settings.

Parameter

Description

Parameter

Description

Auto-Resize Field Drop Down Width

Select this option to allow automatic resizing of the dropdown-list boxes (for example, on filter tab) according to the longest option in the list

Show Calendar as

  • Inline: Select this option to open the date picker as a part of the portal window.

  • Popup: Select this option to open the date picker as a pop-up dialog box on the portal window.

Default Template for Dashboard

Select the default template to be used when an ad hoc report is designed from Dashboard Widget Designer page.

Default Width of Field Drop Down

Select the default width of the dropdown box that appears for field-selection (for example, on filter tab).  The width is specified in terms of characters.

 Multipage Prompt

The option selected here controls the Multipage options that appear on Ad hoc Report Wizard.

  • BASIC: Select this option to show Multipage checkbox on the wizard.

  • ADVANCED: To get Pagination dropdown checkbox on the wizard.

Viewer Frame

Value selected here will decide the way the ad hoc report Viewer will open.

  • Integrated: Ad hoc report viewer will open within application window.

  • New Window: Ad hoc report viewer will open as a new window.

Wizard Layout

Ad hoc Report Wizard can be configured to open in any of the two layouts:

  • To get collapsible sections which when clicked opens one below other, select Accordion. This arrangement lets you view all the tabs at a time.

  • To get Ad hoc Report Wizard having dialog box like tabbed arrangement where you click a tab to activate it, select Tabbed.

Show Help

Select None for not having help icon on wizard.  Select Common to have common help for entire Wizard.  Select Tabbed to have help icons for individual tabs.

Report Output Formats

The report formats that can be made available to user.  These options will appear on Ad hoc Report Wizard.  You can select any one report output format at the time of designing a report.

Default Expanded Designer Tabs

The tabs that should appear as expanded when Ad hoc Report Wizard is opened.

Filter Operators

You can specify filter operators under this tab as discussed below.

Operators for Character data type

Select the operators to be made available to the user while applying filters for a character type field.

After shifting the required operators to the selected list (list on the right), double-click the entry on the right to open it for edit.  Now you can specify the text that user should get for this operator at design time.

Operators for Number data type

Select the operators to be made available to the user while applying filters for a number type field.

After shifting the required operators to the selected list (list on the right), double-click the entry on the right to open it for edit.  Now you can specify the text that user should get for this operator at design time.

Operators for Date data type

Select the operators to be made available to the user while applying filters for a date type field.

After shifting the required operators to the selected list (list on the right), double-click the entry on the right to open it for edit.  Now you can specify the text that user should get for this operator at design time.

For all of the above, user can also set their sequencing using Up and Down buttons on the right of respective Selected List.

Summary functions for character data type

Select the summary functions to be made available to the user to be used with a character type field.

Note: If no option is selected then default (all options) will be assumed selected.

After shifting the required functions to the selected list (list on the right), double-click the entry on the right to open it for edit.  Now you can specify the text that user should get for this operator at design time.

For all of the above, user can also set their sequencing using  and  buttons on the right of respective Selected List.

Summary functions for Number data type

Select the summary functions to be made available to the user to be used with a Number type field.

After shifting the required functions to the selected list (list on the right), double-click the entry on the right to open it for edit.  Now you can specify the text that user should get for this operator at design time.

For all the above, user can also set their sequencing using  and  buttons on the right of respective Selected List.

Summary functions for Date data type

Select the summary functions to be made available to the user to be used with a date type field.

After shifting the required functions to the selected list (list on the right), double-click the entry on the right to open it for edit.  Now you can specify the text that user should get for this operator at design time.

For all of the above, user can also set their sequencing using  and  buttons on the right of respective Selected List.

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