General Tab

The General tab allows you to input general information about the report, as well as select the type of information that will be used as the basis of the report. It contains the following fields:

Data Type: Select the type of data on which the report is being run. Data Type selected will be locked for the report and cannot be reverted. This is a required field.
Report Name: This is a required field.
Report Type: This is a required field. It has the following options:
- Tabular
- Cross Tab
- Summary
- Alert
See User-Defined Report Types for more information about each type.
Report Title
Element Type: The values in this dropdown menu are based on the data type selected. This is a required field.
Description
Access Type
Report Owner
Enable for Integration.
Default Time Zone: Select the time zone that will be applied when the report is run.
Accessible: This option enables the manual report run results to meet accessibility standards. When enabled, the output format is HTML, and the page layout will be portrait. This option does not apply to scheduled report runs.
Note: You can only access the other tabs once the required fields of the General tab are completed. Once you move to another tab, the Data Type, Report Type, and Element Type fields will become read only and cannot be edited.

See Also