Details Reports

Content Options

The following options are available in the Content area for Details reports.

Report Item Type
Contains the primary table for the selected application and any auxiliary tables for which you have privileges. Select the table that contains the information for the report.
Report Project
For reports based on primary tables, the project you select when creating a report determines which items are returned in your report. The project selection also determines where the report is stored and which users can access the report. For example, if you select Project A, only users who have privileges to run reports in Project A can run the report.

For details, refer to Selecting a Report Project.
Sections to Display
You can select the field sections that contain the fields you want to display in the Details report. Fields in the Standard field section always appear in the report, but you can choose to display fields in the User, Advanced, Manager, System, and Hidden sections, and the Change History, Notes, and Version Control History sections. Your administrator can rename field sections, so field section labels can vary.

Your user profile also determines which field sections appear when you run a Details report. To show or hide field sections, go to the Sections tab of your user profile.

Note: If you do not have privileges to view data from specific fields, the information appears as asterisks in the report.

Search Filters

Search filters enable you to narrow your search for items. Depending on your privileges, you can define basic conditions or Advanced SQL Conditions.

Note: You can change the type of condition the report uses, but your search criteria is not converted. For example, if you specify an Advanced SQL condition, and then select the Use Basic Conditions option, your Advanced SQL is not converted to a basic condition.

Select the following options for creating a search filter for your report:

Option	Description
Include Items From Sub-projects	Select this check box to include items from sub-projects of the project selected from the Report Project list. This option is not available for reports created against auxiliary tables.
Show Search Filter In Results	Select this option to display your Search Filter settings in the output of the report. This option allows report viewers to see which filters are used in the report. It is also helpful when you select to print a report, since it displays which Query At Runtime parameters were selected.
Limit selections using field dependencies and project selections	Select this check box to use the project's field dependency rules. For example, in Project A, the Priority field has a dependency with the Severity field. The dependency states that when the Severity field is Critical, then the Priority field must be 1 or 2. You create a Details report on Project A and add a Search Specification of `Severity in Critical`. Then, you add a Search Specification for the Priority field. The available Field Values for the Priority field will be limited to 1 and 2. Note: Changing this setting does not affect values that have already been selected.
Use Basic Conditions	Allow you to define a search filter by making selections from the list of fields. For detailed information about using basic conditions, refer to Using Basic Conditions in SBM Reports.
Use Advanced SQL Conditions (on-premise customers only)	SQL (Structured Query Language) is an industry-standard language for selecting records from a database. For detailed information about using Advanced SQL conditions in SBM reports, refer to Using Advanced SQL Conditions in SBM Reports.

Sorting Options

The Always Perform a Primary Sort by Project option enables you to sort items returned in the report by project hierarchy. The check box is selected by default.

To disable sorting by project and display items randomly, clear the Always Perform a Primary Sort by Project check box.

Additional Options

The following options are available in the Additional Options area of the Details report form. These options can be considered "advanced" report options.

Footer
Optionally, supply a footer for your report.
Note: The footer renders some common HTML tags such as <i>, <b>, and <font>. However, this means that character entity references such as >, <, ", and & are not encoded in the footer. Therefore, in order to display <Some Text> in the footer, you must send the following encoded sequence: <Some Text>.
Optional HTML Template
This drop-down list contains HTML templates for customizing the look of your report. Provided templates include excellist.htm, which improves the display of Listing report results when they are exported (by right-clicking the report output and then selecting Export to Microsoft Excel), and massselectlist.htm, which provides buttons at the top of the page, enabling you to select or clear the check boxes for all items in the results list. Your administrator can customize report templates, and the templates in the list may or may not apply to the type of report you are creating. Select the template from the drop-down list.
Note: This option is available for applicable report types in the SBM User Workspace and for Listing reports in Serena Work Center.

If you change the HTML template in a report that is pinned to a menu or on a dashboard in Work Center, the change is not reflected in the affected report. You must re-pin or re-add the updated report after you save the template change.

Results

Details report results and search results displayed in details view are returned in the Item List pane.

For reports created against primary items, the project hierarchy is provided for each project in the item list. By default, items are sorted by project hierarchy.

Because Details reports can display a large amount of data, your administrator can set the maximum number of items that display per page in a Details report. This number can be different than the Items Per Page setting in your user profile. Click the Next, Last, and All links at the bottom of the Item List pane to view Details reports items.