Report Item Type
Indicates the application the report is based on.
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.
- Report Style
Choose how to display your report.
Consider the following information when you select a report style:
- For graphical reports, labels may be truncated for fields that contain long selection values.
- If you select a tape chart and your data set contains more than five items, the lines in the chart may appear as black.
- The tape chart, area chart, and line chart styles do not display any data if the X axis contains only a single data point. For example, if you create a Distribution report, select a project with no sub-projects, and then set Project as the Row entry, no data appears for these styles. If you select a project with sub-projects (and there are items in the sub-projects), data is shown.
- Select Multi-Calendar
Select a calendar to use for determining durations. The calendar that you select determines how time is calculated. For example, if your calendar has 8 hours per standard working day Monday through Friday, and your item has been in the state from Saturday to Tuesday at noon, then the item will have been in the state for 12 hours or 1.5 days.Note: Calendars are created in SBM Application Administrator.
- Select States
Select one or more states. For each age (see the entry for Time Interval Groups below), the report displays a colored bar for each specified state showing the number of items that have been in that state for that length of time (for example, the number of items that have been in the Assigned state for less than 10 days).
- Time Interval Groups
Select one to four time intervals. For example, if you entered 2 days, 5 days, and 10 days, the report shows duration groupings of:
- Less than two days
- Two days to less than five days
- Five days to less than ten days
- Greater than or equal to ten days
Search filters enable you to narrow your search for items.
Select the following options for creating a search filter for your report:
|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 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.
Changing this setting does not affect values that have already been selected.
Restriction: Dependencies are only honored for fields that have the Allow searching option selected in the field definition.
When you select a field from the Fields drop-down list, the Operator drop-down list contains values appropriate for that field, and the list box underneath the list of field values contains the possible values for that field. In some cases, you see a search icon, which you can use to filter the list of values.
Select an operator, and then select the value or values that constitute your search criterion.
Note: If there are arrow buttons and a second list box to hold field values, you can either use the arrow buttons to move values that you want in your criterion into the right-hand box, or you can multi-select the values in the left-hand box; however, do not use both mechanisms at once.
Click OK to save your criterion.
- Use Logarithmic Scale (Graphs
Select this check box to apply a logarithmic scale to your report. You may want to do this to reduce your report results to a manageable range if they cover a large range of values. This option only applies to certain report styles, such as line, scatter, and bar charts.
- Show Chart Values
Select this check box to show the number of items returned for each row on the graphical report. If a large number of values are returned, they may be difficult to read. You can clear this check box to show fewer values. To see values, hover your mouse over a bar or pie segment to view the number of items returned. This option does not apply to tabular reports.
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>.
Drill-Down Display Options
- Drill-Down Display Options may not be available if your administrator has disabled Flash components or in browsers that do not support HTML5.
- You cannot drill down into a report when it is contained in a Drill Through report and used to drive another report. See Drill Through Reports for more information.
|Use Value Display Format||Select this check box to use the default columns for the drill-down report. Clear the check box to enable the Select Columns to Display feature.|
|Select Columns to Display||Select the fields that you want to appear as columns in the drill-down reports. To select or deselect a field, move it to or from the right-hand box using the arrow buttons.|
|Set Custom Field Widths||Optionally, specify the width (in pixels) for the columns in the drill-down reports.|
|Sorting||Select the fields on which you want to sort the data in the drill-down reports.|
Duration reports provide historical trends of primary items over a specified duration.
The following information and options display with Duration report results.
Click this button to open a window that displays the report in a tab-delimited format. This enables you to copy the report information and paste it into a spread sheet application, such as Microsoft Excel.
Note: This option is not available for graphical reports. Alternatively, you can choose the Excel option to export report results.
|Data Set Labels||Data set labels display above the report graphic. These labels use a color that corresponds to a category or column in the report.|
|Date/Time Labels||Labels for the date/time columns on the report depend on the time increment you reported on and whether you elected to display dates and times in local time or Coordinated Universal Time (UTC). If you selected the Show Labels in Local Time check box on the report form, the time zone specified in your user profile determines the column display. The heading for date/time labels indicate whether the report is using local time or UTC time.|
If you configured thresholds on the report form, the color you indicated for each threshold displays on the report background.
Note: If you do not have privileges to view data from specific fields, the information appears as asterisks in the report.