Difference between revisions of "Edit Report Page: Advanced Settings Tab"

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The Advanced Settings tab on the Edit Report page contains the following
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In this article, you will build a report that lists all your contacts displaying their first name, last name, and title.
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1. Click the '''Communications''', '''View Reports''' window.
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The Reports window is displayed.
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'''Note''': If you have many custom fields, access the reports tab within the application you are creating the report from. If you are creating a report from a particular UTA, access the reports tab from that UTA.
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2. Click the '''New Report''' tab.
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The Edit Report window is displayed.
  
 
[[Image:Repor.png]]
 
[[Image:Repor.png]]
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[[Image:ReportsAdvancedTab.PNG|link=]]
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** '''Criteria Text''' - Text used to prompt the [[User|user]] when they are [[Prompting for Criteria in Reports|required to enter]] some [[:Category:Criteria|criteria]] values.
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** '''View''' - Determines if the report should show the information in a list – '''List View''', or one record at a time – '''Single Record View'''.
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** '''[[Internet Enabled Reports|Internet Enabled]]''' - Displays a [[URL]] that allows the report to be [[Creating a Public – Internet Enabled Report|accessed over the internet]] without the need for a [[User|user]] to log into the system.  This setting is useful for creating public reports.

Revision as of 12:35, 30 April 2013

Template:UnderConstruction

The Advanced Settings tab on the Edit Report page contains the following



In this article, you will build a report that lists all your contacts displaying their first name, last name, and title.

1. Click the Communications, View Reports window.

The Reports window is displayed.

Note: If you have many custom fields, access the reports tab within the application you are creating the report from. If you are creating a report from a particular UTA, access the reports tab from that UTA.

2. Click the New Report tab.

The Edit Report window is displayed.

Repor.png

ReportsAdvancedTab.PNG


    • Criteria Text - Text used to prompt the user when they are required to enter some criteria values.
    • View - Determines if the report should show the information in a list – List View, or one record at a time – Single Record View.
    • Internet Enabled - Displays a URL that allows the report to be accessed over the internet without the need for a user to log into the system. This setting is useful for creating public reports.
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