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<ul> <li>
  • Any
  • Report
  • that
  • you
  • make
  • visible
  • to
<b>Me</b>
  • Me (the
  • logged
  • in
  • user)
  • must
  • have
  • a
  • unique
  • Title
  • among
  • all
  • Reports
  • visible
  • to
<b>Me</b>. <li> Any Report that you make visible to <b>Everyone</b> (all users) must have a unique Title among all Reports visible to <b>Everyone</b>. <li> Any Report that you make visible to a <b>Group</b> must have a unique Title among all Reports visible to that <b>Group</b>. </ul>
  • Me.
  • Any Report that you make visible to Everyone (all users) must have a unique Title among all Reports visible to Everyone.
  • Any Report that you make visible to a Group must have a unique Title among all Reports visible to that Group.

Reports visible to Me, Everyone, and any Group can have the same title. For example, there can be multiple Reports titled Report #1 as long as only one is visible to Me, one is visible to Everyone, and one is visible to any specific Group.

Field Name

Description

General

This section contains general information about the Report.

Anchor
Title
Title
Title

Title (name) of the Report.
 
Report titles must be unique per visibility (see Visible To field, below):

Html bobswift

Description

Include Page
IL:Summary
IL:Summary

Anchor
Type
Type
Type

Type of Report (see Report Output).
 
Options:

  • List
  • Bar Chart/Horizontal
  • Bar Chart/Vertical
  • Pie Chart

Anchor
Table
Table
Table

Universal Controller Reportable table in the Controller database on which the Report is based.

Anchor
Visible To
Visible To
Visible To

Users that will be able to view this report.
 
Options:

  • Me
    User creating this Report.
  • Everyone
    Any logged in user.
  • <group name>
    Any user in the specified group, selected from a list of groups that the user creating this Report is a member of.

List Fields and Ordering

For List reports; this section allows you to select and arrange fields for the report based on the selected Universal Controller table.

Field(s)

Fields in the selected Universal Controller table that you want displayed on the report.

Anchor
Sort By
Sort By
Sort By:

Specifications for how you want fields in the Report to be sorted (see Sorting).

Chart Options

For Chart reports; this section allows you design the chart for the report based on the selected Universal Controller table.

Chart Size

Size of the displayed report.
 
Options:

  • Small
  • Medium
  • Large
  • 100% (full screen)

Anchor
Group By
Group By
Group By

Field in the selected Universal Controller table by which you want to group the fields in the report.

Group Threshold

Maximum number of groups to display on the chart, specified by the Report Group Threshold Universal Controller system property. All groups above the threshold will be displayed in one group named Other.

Group Order

Sequence of the groups shown in the key below the chart graphic.
 
Options:

  • Label
    Ascending alphanumeric order by Label (for example, Name)
  • Label/Descending
    Descending alphanumeric order by Label (for example, Name)
  • Count
    Ascending alphanumeric order by number of records in the group
  • Count/Descending
    Ascending alphanumeric order by number of records in the group

Group Date/Time Format

Formatting of the Group By field value when grouping by a Date/Time field (such as Created or Updated).
 
Options:

html
  • -
bobswift<ul> <li>
  • -
-
  • None
  • -
  • -
<li> yyyy <li>
  • yyyy
  • yyyy-mm
<li>
  • yyyy-mm-dd
<li>
  • yyyy-mm-dd
  • hh
<li>
  • yyyy-mm-dd
  • hh:mm
</ul>

Group Date/Time Format is applicable (and visible) only when selecting a Date/Time field as the Group By field.

Stack By

Field in the selected Universal Controller table by which you want to sort records within each Group.

Sum Field

Sum of the integers in the field in the selected Universal Controller table by which you want to group the fields in the report.

Bar Thickness

Thickness of the bars on the chart.

Show AverageIndication of whether or not to display the average line on the bar chart.
Average ColorIf Show Average is checked; Hexadecimal color of the average line. If an average color is not specified, the color is determined by the Report Average Color Universal Controller system property.
Show ThresholdIndication of whether or not to display the threshold line on the bar chart.
Threshold ColorIf Show Threshold is checked; Hexadecimal color of the threshold line. If a threshold color is not specified, the color is determined by the Report Threshold Color Universal Controller system property.
Threshold ValueIf Show Threshold is checked; Integer value for the threshold line.
Threshold LabelIf Show Threshold is checked; Label for the threshold line. If a threshold label is not specified, the label will be Threshold.

Anchor
Scheduled Options
Scheduled Options
Scheduled Options

This section allows you to override the values of Universal Controller System Properties for scheduled reports.

PDF Orientation

If Type is List; Orientation of the scheduled report PDF.
 
Options:

PDF Size

If Type is List; Size of the scheduled report PDF.
 
Options:

Image Width

If Type is Bar Chart/Horizontal, Bar Chart/Vertical, Pie Chart; Width (in pixels) of the scheduled chart report (overrides Scheduled Report Image Width system property).

Image Height

If Type is Bar Chart/Horizontal, Bar Chart/Vertical, Pie Chart; Height (in pixels) of the scheduled chart report (overrides Scheduled Report Image Height system property).

Filter

This section allows you filter entries displayed in the Report (see Filters).
 

Note
TitleNote

If you are filtering on date-related fields using the between (inclusive) comparison operator (SQL BETWEEN condition), the database query can produce unexpected results when the later date is specified before the earlier date.


Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Report Details that let you perform various actions.

Save

Saves a new Report record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & View

Saves a new record in the Controller database and continues to display that record.

New

Displays empty (except for default values) Details for creating a new record.

Anchor
Save As
Save As
Save As...

Saves the Report under a different Title and/or as being visible to different users.

Update

Include Page
IL:Update button
IL:Update button

Run

Generates the report and displays it on a new tab. (Clicking Run does not save any new data entered for the report.)

Delete

Include Page
IL:Delete button
IL:Delete button

Refresh

Refreshes any dynamic data displayed in the Details.

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