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

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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.
 
* '''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'''.
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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.
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* '''External Access: [[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.
 +
* '''Disable Global Template''' -
 +
* '''Record Limit''' -
 +
* '''Caching Options''', '''Cache Life Span''' -
 +
* '''Other Options''':
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** Enable Translation -
 +
** Enable Straight Join -
 +
** Merge Sub-Reports
 +
** No Name URL Parameter -

Revision as of 12:41, 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.
  • External Access: 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.
  • Disable Global Template -
  • Record Limit -
  • Caching Options, Cache Life Span -
  • Other Options:
    • Enable Translation -
    • Enable Straight Join -
    • Merge Sub-Reports
    • No Name URL Parameter -
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