Report Design: Custom Person (Advanced) report

Once a report’s availability and access is set up, you can organize the content and display of the report itself. The editing space includes these main areas:

 

Left: Items toolbar

A visual drag and drop style interface.

 

Top: Editing toolbar

Basic cut, copy, paste, delete and zoom actions, including:

  • Design tab … displays the report body, with its main elements.
  • Preview tab … provides a quick preview of the report.

 

Report body workspace

Where to design, edit and preview the content of the report.

 

Bottom: Availability and access … 

  • Choose Preview Target
  • Schedule Reports (calendar icon) … see Report Scheduling and Subscription
  • Edit Options … To review/manage the report name, access, category, cluster, tags, notes, and availability.
  • Save As Draft / Publish

 

Right: Report data and structure … 

 

  • Properties … From the drop down, select an item to view its properties. The range of properties can include (but is not limited to):
    • Report Tasks
    • Appearance
    • Behavior
    • Data
    • Design
    • Navigation
    • Page Settings
    • Printing
  • Expressions … From the drop down, select an item; you can then access the Expression Editor (to manage visible, bookmark or tag attributes), or Appearance attributes (such as color, borders, etc).
  • Field List … This is where to manage parameters and data source(s).
  • Report Explorer … This displays items and styles used in the report structure.

 

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Version(s): GideonSoft 2024 Release 3 and later