Report Configuration Business Process

Use the Report Configuration business process to store different report settings. This lets users create report/custom print layouts for different business units, store banners, and so on.

Characteristics

This is a Company-level business process without a workflow, provided in the system template.

Record Statuses

Active

non-terminal status

Inactive

non-terminal status

Creating a Report Configuration Record

Create a Report Configuration record by navigating to Company Lists and Pickers / Report Configuration on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.

Complete the Report Configuration form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to the Company Workspace tab and switch to User mode.
  2. In the left Navigator, select Company Lists and Pickers, and then select Report Configuration.
  3. On the Report Configuration page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Submit.

Completing the Report Configuration Form

Key Information

Key information about this Report Configuration

Field Name

Access

Description

Title

Editable

Enter a title.

Status

Required

Select a status.

Default Configuration

Editable

Use this field to select a default configuration when the project-specific configuration is not available or cannot be found.

Record Number

Read-Only

System-assigned record number

Record Last Update Date

Read-Only

Date that the record was last updated

Creation Date

Read-Only

Date that the record was created

Creator

Read-Only

Creator of this record

Owner Information

Used to specify how your organization should be represented if different from the primary company name.

Field Name

Access

Description

Company

Editable

Enter the company name if different from the primary company.

Owner Address

Editable

Full Address to be used on custom prints as the Owner Address. This is useful when different projects will have different owner addresses. If left blank, the Company address will be used instead.

Header Colors

Color and image settings for the report header. Note that colors are listed as six-digit, hexadecimal color codes.

Field Name

Access

Description

Report Header Text

Editable

The report page header content font color

Report Header Line

Editable

The report page header line color (button)

Header Image (400px x 100px)

Editable

The image to be used in the header. For best results, make the Width equal to 400 pixels and the Height equal to 100 pixels.

Headings

Color settings for Word Heading formatting.

Field Name

Access

Description

Heading 1 Color

Editable

Font color for Microsoft Word Heading 1

Heading 2 Color

Editable

Font color for Microsoft Word Heading 2

Indicator Colors

Color settings for indicators (red / amber / green)

Field Name

Access

Description

Red

Editable

Danger indicator

Amber

Editable

Warning indicator

Green

Editable

All-clear indicator

Table Colors

Colors used in tables

Field Name

Access

Description

Table Header Row Background

Editable

The report table header row background color

Table Header Row Font Color

Editable

The report table header row content font color

Table Row Shading (Odd Rows)

Editable

The table row shading for odd-numbered rows

Table Row Shading (Even Rows)

Editable

The table row shading for even-numbered rows

Table Footer Row Background

Editable

The report table footer row background color

Table Footer Row Font Color

Editable

The report table footer row content font color

Chart Colors

Specify the chart colors to be used in charts, graphs, and so on.

Field Name

Access

Description

Chart Color 1

Editable

Generated charts or graphs: Chart Color 1

Chart Color 2

Editable

Generated charts or graphs: Chart Color 2

Chart Color 3

Editable

Generated charts or graphs: Chart Color 3

Chart Color 4

Editable

Generated charts or graphs: Chart Color 4

Chart Color 5

Editable

Generated charts or graphs: Chart Color 5

Chart Color 6

Editable

Generated charts or graphs: Chart Color 6

Chart Color 7

Editable

Generated charts or graphs: Chart Color 7

Chart Color 8

Editable

Generated charts or graphs: Chart Color 8

Chart Color 9

Editable

Generated charts or graphs: Chart Color 9

Chart Color 10

Editable

Generated charts or graphs: Chart Color 10



Last Published Monday, April 14, 2025