Report Form

Before you run a report, you specify a variety of parameters on the report form. You can select a template and manually make selections that affect the information collected. Also, you can specify appropriate settings to print or email the finished report.

The following screenshot shows a typical report form.

1. Report form toolbar
2. Selection area
3. Details area

Report Form Toolbar

The following table lists the buttons of the report form toolbar, which appears on the report form when you are configuring a report.

Report Toolbar

The following table lists the buttons of the report toolbar, which is shown on the generated report that you have run.

Buttons	Icon	Description
Parameters		Navigates back to the report form to let you change the report parameters.
Refresh		Refreshes the information displayed in the report (if any data changes were made).
Groups		Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.
View PDF / View HTML	/	Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you're viewing a PDF, for instance, you will see the View HTML button.
First		Displays the first page of the report.
Previous		Displays the previous page.
Next		Displays the next page.
Last		Displays the last page of the report.
Print		Opens the browser dialog box so you can print the report.
Send		Opens the Email Activity dialog box, which you use to send the report file (in the chosen format) to the specified email address.
Export		Enables you to export the data in the chosen format (Excel or PDF).

Selection Area

You use the elements in this area to select an existing template, which you can share it with other users, or use it as your default report settings. You can also select the locale and the localization.

The elements of this area, which are available for all reports, are described in the following table.

Report Parameters Tab

The Report Parameters tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

• How many elements and which elements are available on a particular report
• Whether elements contain default values
• Whether specific elements require values to be selected
• Whether elements may be left blank to let you display a broader range of data

Additional Sort and Filters Tab

The Additional Sort and Filter tab contains additional sorting and filtering conditions:

• Additional sorting conditions: Defines the sorting order. You can add a line, select one of the report-specific properties, and select the Descending or Ascending sort order for the column.
• Additional filtering conditions: Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions include one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. For more information on creating filters, see Managing Advanced Filters. For detailed procedures on using ad hoc filters, see Reports: Process Activity.

Print and Email Settings Tab

If you plan to print the report or save the report as a PDF, select the appropriate settings in the Print Settings area.

If you plan to send the report as an email, in the Email Settings area, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email account of the recipient.

Report Versions Tab

If the report has multiple versions, you can select one of them.

This tab displays the data only to users assigned with report designer user role.

Report versions are designed in the Report Designer. To activate editing report versions, give the user report designer role.