Embedded Report Widget

This topic describes Embedded Report widget settings. For details on using the widget, refer to Using the Embedded Report Widget.

General Tab

Note: If the widget is configured as a Relational grid type report, it uses the grid style. You can customize the colors and text in the Styles Editor.
Field Description
Name Type the name by which the widget is uniquely identified. No other widget or control on this form can have the same name.
Caption Type the text to appear in the title bar above the widget.

If you leave this field blank, the widget will not have a title bar.

Report Displays the name of the configured report. If none has been configured, click Configure Report, and complete the dialog box that opens as described in Embedded Report Configuration Dialog Box.

Click Clear to remove the configuration and start over.

Options Border: Select this check box to draw a thin line around the widget.

Scroll bars: Select this check box to include scroll bars in the widget. This provides more content than the allotted space.

Check box selection: Select this option to place check boxes next to each row in the report. If the check box is cleared, users select multiple items by using the CTRL key. This option is only available for Relational grid type reports, and only for widgets based on Multi-Relational fields.

Description Type an optional description of the widget.

Query Tab

Field Description Applicable To
Report Template Indicates the report template that will be used at runtime. You can specify a different template as long as it is stored in the reports directory on the SBM server and is compatible with your report type. Specify the template in the following format:

reports/templateName

For details on creating custom report templates, refer to SBM System Administrator Guide.

SBM Composer report definitions
Report Project

You can select one of the following options:

  • Current project specifies the project into which the item was submitted.
  • Base project specifies the header project at the top of the project hierarchy.
  • Top level project specifies the project immediately below the base project in the hierarchy.
  • Named project specifies any other project in the hierarchy. This should be the internal name of the project as shown in SBM Application Administrator.
SBM Composer report definitions based on a primary table
FIELD_NAME Set values for the query-at-runtime parameters for the report. You can use static values or be bound to other field or control values. See Using the String Builder Tool for information about binding values.
Important: When you bind certain types of fields, two binding values are presented: fieldname and fieldname[ID]. When you bind to a field that has been configured with the Query at Runtime search feature, you should use fieldname[ID] if it is available.
SBM Composer report definitions and Relational grid

Refresh Tab

See Widget Refresh Tab.