Setting Display Preferences

This section discusses how to set the display preference.

To access the Reporting Console, select Reporting Tools > Reporting Console

Image: Initial Reporting Console page

This example illustrates the fields and controls on the Initial Reporting Console page.

Initial Reporting Console page

The Reporting Console is set up for each individual user. The first time a user accesses the Reporting Console, a link is displayed to set up reporting preferences. The user can also change preferences at any time using the Preference link.

To access the View Preferences page after the initial set up, select Reporting Tools > Reporting Console and click the Preference link.

Image: View Preferences page

This example illustrates the fields and controls on the View Preferences page. You can find definitions for the fields and controls later on this page.

View Preferences page

Default Folder

The default folder section allows you to determine which folders to display and the order or the folders.

Field or Control

Definition
Display Order

Enter the numerical sequence for the folders.
Active Flag

Select this check box if you want the folder to appear in the Reporting Console.

Note: At least one folder must be marked as active.

Process Link Display Option

Use this section to customize the display for My Favorites.

Field or Control

Definition
Name Only

Select this radio button to display only the process name.
Description Only

Select this radio button to display only the process description.
Name and Description

Select this radio button to display both the process name and process description.

Display Options for My Process Requests

Use this section to customize the display for My Process Requests.

Field or Control

Definition
User ID

Select the user ID to display.
Run Status

Select the run status to display. Leave blank to display all statuses.
Type

Select the process type to display. Leave blank to display all process types.
Name

Select a specific process name to display. The process names available are based on the type selected. Leave blank to display all names.

Display Options for My Reports

Use this section to customize the display for My Reports.

Field or Control

Definition
Distribution Status

Select the distribution status to display. By default, report instances with distribution status Posted are displayed.

Show Instances for

These settings apply to folders where report or process instances are displayed.

Field or Control

Definition
Last or Date Range

Specify an interval of time by which to limit the process requests that appear in the list.

Select Last to display only those reports that were created in the last number of days, hours, years, or minutes. Enter a custom numerical value in the field and then select a unit type: Days, Hours, Years, Minutes, or All.

If you select All, the time interval fields will be grayed out and all process requests will appear.

Select Date Range to display only those reports created between two specific dates. Enter a From date and a To date.
Display Latest

Enter the number of instances to display.

Process Request Notification

Field or Control

Definition
Enabled

Select this check box to receive a pop up confirmation message when a process is submitted.

Note: This notification setting does not apply to nVision process requests submitted from the Reporting Console.

Export Favorites

Field or Control

Definition
Public Access to Favorites

Select this check box to allow other users to import bookmarks from their My Favorites folder