Understand report settings

Transcript

Welcome to report settings. In this video you will learn how to access report settings and what some common report settings are used for. Report settings allow you to control several different things about your report. To access these you must first edit your report then click on report settings. You can edit the report title and description. You may want people to see fields in your report that they may not have rights to see. You can do this through access rights. Run this report with access rights of controls views right to the data that users see when they run the report. This control is based on the access and permissions of the person whose name is in the field. Put your own name in there then when anyone you share this report with will be able to see the same data you can see. But they can only see the data fields you choose in the columns tab. If they click a hyperlink they can view or edit details according to their own rights. Put someone else’s name in there if you want to see the report through their eyes. If your filter shows item based on the logged in user then the person you name here will become the logged in user for viewing this report. When the report loads show one of these tabs. If you have a chart it will show here as an option. Report prompts give the report viewer the opportunity to add additional filtering. The report writer defines the fields they can filter on in this section and the user is prompted to supply the values when they run the report. For instance you could add a prompt for the task planned completion date. When you run the report the prompt appears asking for the desired planned completion date. If you just click run report right now it runs the report as written. To use the prompt you provide a qualifier and a value. Choose last month from the list of qualifiers. Now click run report. The prompt acts like another filter rule being added to the filters already built into the report. So this report now shows late tasks assigned to me with a planned completion date of last month. The nice thing about prompts is that they allow you to use a fine tune report filter without having to create a new report. By clicking the prompt tab you can change the prompt value and quickly rerun the report. You can add several prompts and report options if you want. All prompts appear before the report runs but you only fill in the ones you want to apply when you run the report. A prompt that is set to any is ignored with show prompts and dashboards checked whenever you use this report in a dashboard. The prompt is shown before running the report. With show prompts and dashboards unchecked whenever you use this report in a dashboard all prompts are ignored. The report runs as it was written. When using send report all prompts are ignored and the attached report runs as it was written. Report settings allow you to control several different things about your report. You can edit the report title and description, change default tabs and create prompts to In this video you learned how to access report settings and what some common reporting settings are used for.