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Field Name | Description | |||||||
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General | This section contains general information about the Report. | |||||||
| Title (name) of the Report. Html bobswift |
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. | ||||||
Description |
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| Type of Report (see Report Output).
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| Universal Controller Reportable table in the Controller database on which the Report is based. | |||||||
| Users that will be able to view this report.
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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. | |||||||
| 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.
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| 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.
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Group Date/Time Format | Formatting of the Group By field value when grouping by a Date/Time field (such as Created or Updated).
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 Average | Indication of whether or not to display the average line on the bar chart. | |||||||
Average Color | If 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 Threshold | Indication of whether or not to display the threshold line on the bar chart. | |||||||
Threshold Color | If 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 Value | If Show Threshold is checked; Integer value for the threshold line. | |||||||
Threshold Label | If Show Threshold is checked; Label for the threshold line. If a threshold label is not specified, the label will be Threshold. | |||||||
| 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.
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PDF Size | If Type is List; Size of the scheduled report PDF.
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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).
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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. | |||||||
| Saves the Report under a different Title and/or as being visible to different users. | |||||||
Update |
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Run | Generates the report and displays it on a new tab. (Clicking Run does not save any new data entered for the report.) | |||||||
Delete |
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Refresh | Refreshes any dynamic data displayed in the Details. |
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