Title: 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.
Sub Title: The subtitle is a banner that appears at the top of the screen beneath the title that allows you to give a short description the report, this can be useful for keys and user audience.
Note: emojis can be a great visual, for example, RAG Keys 🔴🟠🟢. To find these use hold down Windows + .
Identifier: 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.
Group: 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
Is Default: 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.
Is Hidden: 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.
Base Filter: If the report is to always show a subset of records, then the base filter can be used to apply a permanent filter to the report. This filter is always applied, and then user-defined filters and searches are defined on top when the report is being used - For more about configuring base filters click here
Target Click-Through Report: This is where you can select a List Report for the user to drill down into to display more information about the Records that meet the criteria for that Matrix cell. It will apply the appropriate filters to that List Report to only show the relevant records. This can make an effective navigation tool for the App. This is only relevant when a count is being used in the check
In-App Data Source Field: Some chart types can be created from grid field data to produce In-App Charts. To select the grid field that the data will come from you can choose this as the In-App Data Source Field.
Height: Charts have been set to render at a certain height by default due to responsive design but some charts have the option to override this and set the pixel height yourself.
Axis Min & Max: Some chart types will offer you the option to set a min and max value for the X and Y axis. An example of where you want to use this is in a scoring chart that uses percentage and you want to max the X and Y to 100