Changing How Report Data Previews are Positioned

Last Updated: 08/12/2016 Introduced in Verision: 2.0

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 in the report causes the data preview panel to update with the information about the entity in the newly selected row.

The location of the preview panel is set in the Report Viewer component of a page.  The preview can be set to display in the positions Tooltip, Outside, Inline, RightSide, or None.

To change how report data previews are positioned, in the Page Designer, select a Report Viewer component in the workspace.  In the Properties Panel, in the Data Grid > Preview section, select the position from the Preview Display Mode drop down list.

Example

The goal of this example is to:

  1. Add a Report Viewer to a page.
  2. Change how the data previews are positioned on the page.

To begin, navigate to a Designer Folder and click the thumbnail of a page containing a Report Viewer.  Click the Edit link to open it in the Page Designer.

editPage                       

Select the Report Viewer in the workspace.

In the Properties Panel, in the section Control Settings > Preview,  in the Display Mode drop down list, select RightSide.

displayModeRightSide 

To view the report data preview’s new position, select Preview from the links at the top of the Page Designer.

The page opens with the data preview to the right of the report, displaying additional information and actions for the selected entity in the report.

previewAtRight 

The data preview displays information about the entity in the first row of the report by default.  By selecting another row, the data preview updates with information about the selected entity.

The data display can also be previewed in the other positions by using the same process.  The default display mode, Outside, displays the preview at the bottom of the report.

outsidePreview 

Inline displays the preview within the entity’s row in the report. 

The Tooltip option causes the preview to hover over the report row when an entity is selected.

If None is selected, the report data preview will not display.

Additional Resources