AX1834
Using the Report Configuration panel in the Report Builder, you can define titles for web reports and configure other web report properties.
Example Report Configuration panel
Defining report titles
Each web report can have a defined title, subtitle, and secondary title. You can also define an optional report description.
Example titles as they display in a rendered report
To configure report titles for a web report:
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On the Builder tab of the Report Builder, in the Report Canvas, click on the box for the title text that you want to edit, then type the desired title text. Once you are finished, you can press Enter to exit the box (or press Tab, or click outside of the box).
The Title, Secondary Title, and Subtitle are all defined in separate boxes that roughly correspond to where the titles display in the rendered report.
Click on the title boxes to edit the report titles
When you click on a report title box to make it active, the Report Configuration properties load in the right-hand Configuration Panel. The titles defined for the report also display in this panel, and can also be edited here. Any edits made in the title boxes are reflected in the Report Configuration properties, and vice versa. An optional Report description can be defined in this panel, or you can define it when saving the report.
NOTE: Currently, it is not possible to use variables in web report titles.
Report Configuration properties
Using the Report Configuration panel, you can define a variety of properties for the web report, such as to associate the report with a file group or to configure database properties for the report. The following table provides a reference for each property in the panel.
To access the Report Configuration panel, select the Build tab in the Report Builder and then click the gear button in the top right. The panel is organized into two tabs, General and Advanced.
General report configuration properties
| Item | Description |
|---|---|
|
Title |
The main title for the report. This text displays at the top of the report, over the grid. |
|
Secondary title |
Optional. The secondary title for the report. If defined, this text displays in the same line as the main title, separated by a horizontal pipe character. For example: Title | Secondary Title |
|
Subtitle |
Optional. The subtitle for the report. This text displays in smaller font underneath the main title. |
|
Description |
Optional. A description for the report. |
|
File group context |
Optional. The file group associated with the report. The file group context can be used to report on process management information, or to generate hyperlinks to plan files in the file group. |
|
Report data |
Specifies the data display behavior for the Report Builder. This option only applies to the current Report Builder session, and is not saved in the report. |
NOTE: If you created a web report using the Report Builder in version 2021.2 or 2021.3, that report may have had one or more Report Filters defined in the Report Configuration properties. These filters are now defined on the Filters tab. Your existing filters have been migrated to this new location.
Advanced report configuration properties
The Advanced tab is only visible to administrators and support users.
| Item | Description |
|---|---|
|
Current Data Required |
This setting is for a pre-release feature that is not yet generally available. |
