Display summary information from Fields in a simple list format. Click on the chevrons to see more data, or click on any row to drill down into the Record
The identifier is a system ID for referencing a Report. This ID must be unique per Report and must contain only letters and numbers starting with a letter. It must also be a minimum of three characters.
The title is the reference to the Report that will appear in the UI for the users. It will appear in the left pane menu for the App and also in the breadcrumb at the top of the page which tells the user where they are on the site.
The display order is the order that the Reports will appear in the left pane for the App. The lower the number the higher the Report will appear.
The report group is used if you need to group reports together. A report group will appear on the left pane, and report show below it. In the example below - reports have been grouped into 3 sets, which will be collapsed when the App is first shown, and expandable as required. If no Report Group is required, the report name will show above groups
The default Report is the Report that the user will be directed to the first time that they open the App. If no default has been set then the user will be navigated to the Report with the lowest display order.
Note: Once a user navigates to a different Report, this preference will override the default option the next time they view the App.
This will hide the report from all users. It is commonly used whilst a Report is being reconfigured or if a Report needs to be removed temporarily to be reinstated at a later date.
Enabling this feature allows the user to select multiple records from a List Report so that they can perform bulk operations such as Security, Archive and Export from the report features menu.
Quick Edit Report
The Quick Edit feature allows users to make changes to multiple records from a List Report without the need to open each Record individually. The user selects they Records they would like to update and chooses the Quick Edit feature from the Record feature menu. This then opens a pane from the right of the screen where Field values can be edited. Selecting this for a List Report means that when the pane opens to edit Records, the Fields defined in the Report will be the Fields that are available to edit.
The Report fields are the Fields that make up the columns in the list Report. The list report is responsive so will initially load with data for the number of columns that it can fit on the screen. For this reason it is advisable to select Fields with don't contain too much content in such as a Long Text field as these take up a lot of screen real estate. To add a new Report Field click on the 'Add Item' button and to remove a Report Field click on the cross at the end of the row for that Field. There are a number of options that can be set for each Report Field.
The display order is the order that the Fields appear from left to right in the report. The lower the number, the further left it will appear in the Report.
The column priority is required for the responsive design of the Report. If there are 11 Fields in a report but a user is on a device with a screen size that is only capable if displaying 5 Fields then when the report loads, the Fields with higher column priority will display for the user on a smaller screen. The lower the number, the higher the priority that the Field will be displayed.
This is where the Field to appear in the report is selected.
The Field label assigned when creating a Field is the column heading for the Field in the Report. If a Field has a long Field label then this can be overwritten by adding a Short Label. For example, a field label may be "What is the value of this Project?" which would take up a lot of room as a column heading in a list Report. This could be shortened to "Project Value" by adding this text as a short label.
If this property is enabled for a Field, then the user can order the records in the Report by clicking on the column heading for this Field.
Detail fields add an extra level of depth to a list Report. The Summary information can be displayed in the Report Fields and then by clicking on the chevron icon at the end of a Report row more information can be displayed for a record without the need to open the Record itself. To add a new Detail Field click on the 'Add Item' button and to remove a Report Field click on the cross at the end of the row for that Field.
The display order is the order that the Fields appear inside the chevrons. The lower the number, the higher the Field will appear in the chevron area.
This is where the Field to appear in the Report is selected.