This tutorial demonstrates how to use Rule Filter on Report. Example: In this example we are going to create a Report of Accounts that will be filtered matching Current user email domain. To achieve...
In this example we are going to demonstrate how to use a Flow to Coordinate run time editable filters on a report. Example We begin in Designer Folder with creating desirable number of Reports....
We can use Flow that has Reporting Inline Field Flow Behavior as a column in Report. In this Example we will create a Flow that will display first field from Report's Data Source and then we will use this...
In this example we are going to show how to use Filter Runtime Behavior in Report in case when we have several Reports shown on one page, and sharing one Request Value to affect all Reports on the Page....
This tutorial demonstrates how to use Embedded Form to handle Report Runtime Filters. Example: For this example we are going to create two Reports, a Flow with a Form, and a Page to display these...
This tutorial shows how to embed links in Report. Links can be embedded in a Report in Decisions. To accomplish this, specific OpenURLInlineField Calculated column should be added to the Report. Next,...
This tutorial demonstrates how to send a value for the Filter from Master Report to Child Reports that are on the same Page by clicking on the Field in Master Report. Example For this Example we need...
This tutorial demonstrates how to use text based Filters as URL parameter for Service call in Reports. Example: We begin with creating a simple Report. In the Designer Folder we click Create Report >...
A report can be exported to PDF, HTML, or Excel format. To export a report to PDF, while viewing the report, click the Print Report button, select the PDF option and click Print. The report is...
This tutorial demonstrates how to display columns from related Tables in the Report Designer. In Decisions 3.2 it is possible to create a Relationship between Tables to join them. Then, this Relationship...
This tutorial demonstrates how to Add Actions To The Report Data. This can be done with Override Action Context feature in the Report Configurations that was introduced in Decisions 3.2.x version. Example: In...
A print page template is a template intended to frame a report. For example, a print page template could include the current user's name, date stamp, and company logo, and when a report is printed and...
A composite report represents the data from one report in multiple formats. A report containing a pie chart, bar chart, and a data view, for example, provides different perspectives on the same data,...
Note: this applies to the Decisions 3.2 and older versions. The report viewer can be configured to display report information in a multitude of ways. This gives the user freedom to choose a view that...
The Report Viewer can be configured to display report information in a multitude of ways. This gives the user freedom to choose a mode that is appropriate for the situation and information. The Calendar...
Filters enable users to create manageable reports. Using a Runtime Editable filter gives the user the option to change the filtering criteria while in the Report Viewer. Example The goal of this example...
Report data in a Report Viewer can be summarized in a variety of formats. This customization allows users to select the Data Drill View they wish to utilize when the Portal Page is viewed. Example The...
Filtering is a useful way to limit the information contained on a report. If filters are not configured in the Report Designer, information can still be filtered using Column Based Filtering during...
When creating a report, using Inline Filters can be an invaluable tool for making the report a more manageable size. These filters allow users to customize the data retrieved and displayed in the report. Example The...
Using a flow to source a Report enables Reporting on virtually any data source. A flow can make a web service call and thus make that data Reportable in the Portal, for example. Using a flow to source...
Combining data from two sources in one column on a report can make reports more useful. Merged data can summarize information, assist in analysis, or provide new insights into report content. To merge...
The data displayed in Report Viewer or chart can be configured to refresh on one type of event, or multiple types of portal events. The events include any folder changes, changes to an entity contained...
Column widths, titles and other formatting options can be set in the Properties Panel of the Report Designer. To adjust a column’s formatting options, select its header and modify settings in the...
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A report’s filter can be static, meaning it cannot be changed by a user at runtime. A report’s filter can also be set to allow the user to enter filter criteria while viewing the report. To configure...
Color Rules evaluate the data in a row, coloring the row when its data meets the rule’s condition. When building a color rule, you select a rule that has already been created, and set the color that...
Cell Color Rules evaluate the report data in a cell, coloring the cell when its data meets the rule’s condition. When building a cell color rule, select a rule that has already been created, and...
Charts represent report results in a graphical form. To add a chart to a portal page, first ensure that a report has had a chart built for it in the Report Designer. Then, in the Page Designer, drag...
Field Filters narrow the results of a report to specific ranges or values. To set a filter in the Report Designer, expand the Data Filters category in the Toolbox Panel, drag the desired filter into...
The data displayed in a Report Viewer or chart can be configured to refresh at a set interval. It will refresh even when a user is viewing the report. To make reports refresh on a timer, in the Page...
When viewing a report, the report Data Preview panel provides a short summary of a selected entity’s information and includes a list of actions associated with the entity. Selecting a different row...
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When viewing a report on a portal page, select the Multiple Selection button to enable group actions. A column of checkboxes is added to the report. Select multiple rows by clicking the checkboxes. ...
A Report Actions Bar contains buttons that allow a user to quickly access primary functions, such as adding and editing entities, that are related to the rows on a report. Once a Report Action Bar...
A Report Actions Bar contains buttons that allow a user to quickly access primary functions, such as adding and editing entities, that are related to the rows on a report. Once a Report Actions Bar...
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Report Paging sets how many rows of data display on each page in a report. Paging can be set in the Report Designer or in the Page Designer. To set up report paging in the Report Designer, in the...
Report Paging settings determine how many rows display on each report page. Paging settings can be set in the Report Designer while creating or editing a report. They can also be set in the Page...
The Report Viewer search box automatically filters a report for results that match a given search key. To search or filter a report, click the Search button and enter the text the report will match. Example The...
Report Results can be sorted and grouped by column value. To group report results in the Report Designer, select the column header of the column to be grouped, click the triangle icon that appears and...
Text and Blurb Summaries give a report’s users a short version of the data in each row on a report. Summaries are customized to include the text and column data of the user’s choice. To add a...
Reports are entities that collect, filter, organize and display data in different formats, such as a table, matrix, summary, or chart. Reportable data can be sourced from the system itself, flows, folders or integrated systems, and filtered according to the sources’ contents.
When viewing a report, the user can apply grouping and sorting to the report data. To reset the report to its defaulted grouping and sorting settings, click the Reset Settings button. When the user...
Once a report is created and saved, it will be available to use in a flow. For example, the user could create a flow that, when run, runs a report and displays the report data in a form. To add a...
A Report Viewer displays on a portal page, and is configured to open a specific report by default. Using the View drop down list, a user can select different reports to view. Add a Report Viewer...
Once a report has been created, it can be emailed in .pdf or .xls format. To email a report, while viewing the report, click on the Print Report button in the upper right, select the format, and...
A report can be exported to PDF, HTML, or Excel format. To export a report to HTML, while viewing the report, click the Print Report button, select the HTML option and click Print. The report...
The MergeTextInlineField component concatenates column values (as variables) with each other and with plain text. For example, the user can add a merged inline field containing the text and variables. ...
Configuring options for the Report Viewer allow the user to set the behavior and appearance of this component on a portal page. Options include changing the appearance of buttons and filters, enabling...
The Portal provides a "Running Flows" data source that can be used to build a report that shows all running flows. Additionally, the Portal contains a pre-built report using this source and a page....