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Report Manager Settings |
  
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Report Manager Settings |
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The screen provides a facility to manage how reports should be displayed for each of the instances of the Report Manager module. Every instance of the Report Manager module can only display a single report of a form. To display multiple reports, simply add multiple instances of the Report Manager module to the portal page.
The above image shows the General Report Settings for the Manage Report Settings screen
The above image shows the Header Section for the Manage Report Settings screen
The above image shows the Search Fields section for the Manage Report Settings screen
Functionalities available within the screen include
• Assign a Report to the module
Assign a Report to the module
• Select an item from the available list of Form Templates within the portal. Only published and archived form templates are visible in the list. When a change in selection is made, the list of available reports for the form template changes to reflect the list of reports associated with the form template
• Select an item from the list of Reports. This is the Report to be used for the current instance of Report Manager module. When there is change in Report selection, the list of available searchable Report Fields are also updated at the bottom of the screen.
• The description is displayed for the selected Report is displayed in the Report Description property
• Select Display Detail Link property option if required to have the Display link available to the user to access a more detailed view of the form
• Select Allow Export property option if required to allow user to exported report data to a file
• Select Display Description property option is required to display the full description details of the Report
• Select Auto Search property option if required to display report data when the user first access the main module screen
• Select an item from the Rows Per Page property to set how many rows of report data to display per page. The default value is 10 rows per page
• Select and item from the Number of Page property to set how many page links to be visible
• Select Hide Page Size Selection property option if required to prevent users from select the Paging Size option when viewing the report
• Select Hide Paging Number property option is required to hide the navigation page links at the bottom of the report
• Select Custom Template Layout property options is required to display the Report in a customized layout. The report layout can be edited from this page when the property option is selected. The standard report layout is a grid layout similar to Excel grid.
• Select No Style property option if do not required to apply the default styling to the report but instead use style specified in the Custom Layout.
• Provide text for any Additional Information to be displayed at the top section of the Report
• In the List of Available Fields for Search, provide any default search criteria and specify which report is available to user for searching by selecting the appropriate Is Search property.
• Click on the Update link button to apply change
Using Dynamic Tokens in Report Search Fields
The following are supported dynamic tokens that can be used in Search Fields
{UID} : User ID of current logged on user
{USERNAME} : User name of current logged on user
{FULLNAME} : Full name of current logged on user
{PORTALID} : ID of the current portal
{PORTALNAME} : Name of the current portal
{PORTALALIAS} : Alias of the current portal
{MODULEID} : ID of the current Enterprise Forms module
{PAGEID} : ID of the current page the Enterprise Forms module belong to
{PAGENAME} : Name of the current page the Enterprise Forms module belong to
{HOSTIP} : IP address of the current logged on user
{HOSTNAME} : Host name address of the current logged on user
{USERAGENT} : User agent string of the browser
When these dynamic variables are included in report fields, they will be automatically translated to the correct value when search is performed. For example, you may want to only display data pertaining to the current logged user only. The way to achieve this is to include the dynamic variable {UID} in one of the report field that stores userid information. When search is performed, the {UID} dynamic variable will automatically be translated to the current logged user and the report will only display data specific to the user only.
TIP:
Only one dynamic variable should be used for each report field