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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[[Image:ReportsAdvancedTab.PNG|link=]]<br>
 
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The Advanced Settings tab on the [[Edit Report page]] contains the following settings:
 
 
 
 
 
 
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.
 
 
 
[[Image:Repor.png]]
 
 
 
[[Image:ReportsAdvancedTab.PNG|link=]]
 
 
 
  
 
* '''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'''.
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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'''.
 
* '''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.
 
* '''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''' -
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* '''Disable Global Template''' - Disables the [[Global Report Template]] for this specific report.
* '''Record Limit''' -  
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* '''Record Limit''' - Determines the maximum number of records returned in the report.
* '''Caching Options''', '''Cache Life Span''' -  
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* '''Caching Options''', '''Cache Life Span''' - See [[Enable Caching]]
 
* '''Other Options''':
 
* '''Other Options''':
** Enable Translation -  
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** Enable Translation - Allows report headers to use translation options in [[Language Library]].
** Enable Straight Join -  
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** Enable Straight Join - See [[Straight Join]]
** Merge Sub-Reports
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** Merge Sub-Reports - See [[Merge Sub-Reports]]
 
** No Name URL Parameter -
 
** No Name URL Parameter -

Revision as of 14:05, 30 April 2013

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

ReportsAdvancedTab.PNG
The Advanced Settings tab on the Edit Report page contains the following settings:

  • 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 - Disables the Global Report Template for this specific report.
  • Record Limit - Determines the maximum number of records returned in the report.
  • Caching Options, Cache Life Span - See Enable Caching
  • Other Options: