Change Report Properties

Report options let you select the time zone that should be used for the report, change the report’s owner, and modify settings that impact how the report functions when it's opened for viewing.

You can also configure automatic refresh of the data shown in the report, add notes to the report, and change the image displayed for the report in lists.

1. Open the report you want to edit.
2. Click the Home tab.
3. Click Options and select More Options.
   The Edit Settings window opens.
4. Enter field information.

   Edit Settings Window

   Field	Description
   Time Zone	Click this drop-down list to select the time zone to use with the report. The dates and times shown in the report’s filters, variables, and output columns are adjusted to reflect the time zone you select. The available options include the following: Same as Interface—The report’s time zone matches the time zone set for the interface. This is the default setting. Same as Account—The report’s time zone matches that of the staff member who’s running the report. See Add or Edit a Staff Account. A specific time zone you can select from a list of standard time zones. The database query used to return data in the report always uses the time zone of the interface. For example, if you select the GMT time zone for an incidents report and run it on an interface with an EST time zone, the report could return incidents with a created date of April 1st, 2011, but with reference numbers starting with 110331. This indicates that the incidents were actually created on March 31st, 2011, in the EST time zone, but the displayed date and time are adjusted to reflect when the incidents were created in the GMT time zone. In addition, if the report groups incidents by the day they were created, the same number of incidents will display each day regardless of the time zone that's used since they're grouped according to the interface’s time zone.
   Owner	Click this drop-down list to select a report owner. The report owner is the only staff member who can view or edit the report, unless the owner grants permissions to other profiles. See Set Report Permissions. Changing the owner of a private report makes the report unavailable to the previous owner.
   Open report without prompting for search parameters	Select this check box to have the report automatically run and return data when you open it from a navigation list. The report uses the default values specified in the report’s filters. This option is referred to as Initial Run on the Reports explorer Find menu. See Search for Analytics Items for information about finding reports.
   Refresh report when data shown is changed due to an action initiated from this report	Select this check box to have the report’s output automatically updated when an edit to a record is initiated from the report. The report refreshes only if a record is modified in such a way that it no longer matches the report’s search criteria.
   Open editor when report contains only one row (quick search and editor search reports only)	Select this check box to automatically open the record for editing when the report returns only one record. This option applies only to Quick Search reports and reports used in workspaces.
   Cache the drilldown levels	Select this check box to enable caching of data shown in report output levels. When this option is enabled, the data shown in the initial output level when you view a report is stored on your workstation. When you view a second output level and then return to the top level of the report, it loads quickly since the data you’re viewing is cached on your workstation. The cache is cleared when you close the report. When this option isn't enabled, the database is queried every time you drill down to an output level or return to a previous level even if you have recently viewed the output level.
   Return to previous level when current level no longer has data	Select this check box to instruct the report to automatically display the previous output level if the current output level no longer displays any records.
   Allow server to change the data source as necessary	Select this check box to allow Analytics to automatically change the data source if necessary to allow the report to run. For example, if a report is configured to run on the operational database but is unable to do so due to data constraints, selecting this check box allows the report to run on the report database (also referred to as the replication database). Clearing this check box forces reports to run on the data source that's selected. This check box is selected by default when you create a report, and is cleared automatically any time the data source is changed on the Edit Settings window.
   Set report to deferred execution	Select this check box to automatically queue the report when it runs. See How to Prevent Automatic Queuing. If this option isn't selected but the report is automatically queued the next time it runs due to meeting queuing criteria, the Set Report to Deferred Execution check box is selected automatically. To prevent the report from being queued when it's next run, edit the report and clear this check box.
   Data Source	Select which database you want the report to run on. You can select the operational or the report database (also referred to as the replication database). See Overview of Report Databases for more information about data sources. This option is available only if your site has a report database. If your site does not have a report database, contact your Oracle account manager for more information.
   Report Database	Select this option if you want the report to run on your report database. This option is helpful if your report queries a large amount of data since the query size restrictions on report databases are more relaxed than those on operational databases. If you select this option in a report that includes the Fill Inbox record command and a staff member clicks Fill Inbox when using the report, the report will be automatically configured to use the operational database. This ensures that current data is used when incidents are assigned. See Overview of Incidents and Overview of Report Databases.
   Operational Database	Select this option if you want the report to run on your operational database. This option is helpful if you need the report to return the most current data available. The operational database is selected by default when you create a new report.
   Refresh all split levels simultaneously	Select this check box to automatically refresh all report levels shown in split windows when data in one of the report levels is refreshed. When this option is disabled, only the data shown in the window selected when the refresh occurs is updated.
   Automatically refresh report at a regular interval	Options in this section let you configure automatic refresh of the report’s data to ensure the most recent data displays.
   Auto-refresh options visible at runtime	Select this check box to add an arrow on the Home tab’s Refresh button. Clicking the arrow displays options to enable or disable automatic refresh and to change the refresh interval time. When this check box isn't selected, the report’s data is refreshed only when the button is clicked.
   Auto-refresh enabled by default	Select this check box to enable automatic refresh of the data shown on the report.
   Interval	Enter the number of seconds after which the data shown on the report is automatically refreshed.
   Image	Click Change to select a different image to display next to the report in lists such as navigation lists. The image that's displayed by default is determined by the layout selected when creating a new report. When selecting an image, you can select from a list of standard images or from custom images that have been added in the Images explorer. See Images Explorer.
   Notes	Enter any text you want to add as a note to the report. The note displays on the Edit Settings window, but does not display to anyone viewing the report.

5. Click OK.
6. Click Save.