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

From SmartWiki
Jump to: navigation, search
Line 1: Line 1:
 
{{UnderConstruction}}
 
{{UnderConstruction}}
 
+
{{ReportPageHeader}}
 
The Advanced Settings tab on the Edit Report page contains the following  
 
The Advanced Settings tab on the Edit Report page contains the following  
  
Line 23: Line 23:
  
  
** '''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.
+
* '''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.
** '''View''' - Determines if the report should show the information in a list – '''List View''', or one record at a time – '''Single Record View'''.
+
* '''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 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.
+
* '''[[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 12:37, 30 April 2013

Template:UnderConstruction caption Click here to watch a video on SmartSimple's integrated reporting subsystem.

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.