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
| Status | Resulting State |
|---|---|
| Active | non-terminal |
| Inactive | non-terminal |
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, select Save to create a record and keep it in editable mode, or select Submit if you are finished and ready to commit the record.
Note:
You must enter a value in all required fields (*) before you can save the form.- Go to the Company Workspace tab, and switch to User mode.
- In the left Navigator, select Company Lists and Pickers, and then select Report Configuration.
- On the Report Configuration page, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select 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 |