Configuration > Reporting > General Settings
| Field | Type | Description |
| Dashboard to show on the home screen | Single Select | The dashboard selected here will be the one used at the bottom of the Home Screen. This is the global setting for this choice, but this can be overriden on Agent Level. Should "Default" be selected, the below option will be available to show just one report's chart. |
| Chart to show on home screen | Single Select | The report chosen here must have a Chart configured on it, and this chart will be displayed on the Home Screen. This is only available if a dashboard is not selected above. (If you would like both, then add that chart to the dashboard selected.) |
| Side menu dashboard | Single Select | The dashboard selected here will populate the "Side Menu Dashboard", which (if populated) can be accessed via the navigation atop the screen by the dial icon. The dashboard must be of dashboard type "In-App". |
| Display the 'Export to CSV' button | Checkbox | When checked, the option to export a Report's data to a .CSV file will be made available on the Report interface. (Comma Seperated Value).
Irrelevant to this setting but an important point to make, reports can be attached to actions in the details tab of the actions configuration, add a report to run and then extract it as: – Report PDF – Report XLS – Report CSV – Report JSON ("$REPORTDATA and $REPORTJSON can also be used in the default note. Not that these will only work if the raw data is less than 1 MB in size") |
| Display the 'Export to XLS' button | Checkbox | When checked, the option to export a Report's data to a .XLS file will be made available on the Report interface. (Excel)
Irrelevant to this setting but an important point to make, reports can be attached to actions in the details tab of the actions configuration, add a report to run and then extract it as: – Report PDF – Report XLS – Report CSV – Report JSON ("$REPORTDATA and $REPORTJSON can also be used in the default note. Not that these will only work if the raw data is less than 1 MB in size") |
| Display the "Export to JSON" button | Checkbox | When checked, the option to export a Report's data to a .JSON file will be made available on the Report interface. (Java-Script Object Notation)
Irrelevant to this setting but an important point to make, reports can be attached to actions in the details tab of the actions configuration, add a report to run and then extract it as: – Report PDF – Report XLS – Report CSV – Report JSON ("$REPORTDATA and $REPORTJSON can also be used in the default note. Not that these will only work if the raw data is less than 1 MB in size") |
| Allow PDFs to be previewed in browser | Checkbox | When checked, a PDF of the report can be viewed in the browser window (seperate tab), as opposed to having to download it to your local machine. |
| Enable the 'My Reports' view | Checkbox | When checked, the ability to have a "My Reports" section as a group in the reports list is available. This group can be added to when viewing a report, by using the "Add to My Reports" action at the top of the report. These are useful for keeping track of reports you think you may use frequently yourself. NB: Reports must be saved before the "Add to My Reports" button is visible. |
| Enable the 'My Scheduled Reports' view | Checkbox | When checked, a "My Scheduled Reports" section will be available as a group in the reports list. This will contain any reports that are scheduled to send to your agents associated email address. |
| Report Chart Default Colour Palette | Single Select | If Standard is selected, the report colour pallete will be the default applied to charts. These are usually picked with distinct colours for each section. However, if Application Colour is selected, the colour of charts will default to a pallete of various shades of the application colour. Either of the two selections can be overriden by applying custom hex codes to the Colour Pallete field of the Chart Setup for each report. |
| Allow admins to access all reports regardless of access control | Checkbox | When checked, any Agents marked as Administrators will be able to access any and all reports throughout the system, regardless of any Access Control placed on them. |
| Default Group for Online Repository Reports | Single Select | When reports are downloaded locally from the online repository, you can decide which group they go into. You can choose to let the reports go to an "Imported Reports" group, when this setting is picked, the next time a report is added from the online repository, there will be a new group created with this name. If the default setting is left on, the report will exist in the default group it is in on the online repository i.e. reports on projects from the online repository will stay in the "Projects Reports" group when they are downloaded locally. |
| Disable automatic loading of report data upon accessing a report | Checkbox |
This will open the report but not return any report data until the 'Load Report' button is clicked. This is also available on the right-click menu of the report list when opening individual reports. It is useful if you would like to filter a large report before generating it. |
| Default for apply Agent's permissions to Ticket, Action, and Asset query builder queries | Checkbox |
This sets whether the setting 'apply Agent's permissions to Ticket, Action, and Asset query builder queries' is on or off by default. This setting is found under the data source tab of a report when using the query builder. |
|
Sort group names in alphanumeric order ignoring emojis |
Checkbox |
When checked, reports will be sorted in alphanumeric order, ignoring emojis. When this is off reports with emojis will appear at the top of the list. |
| Default PDF Template for Reports | Single Select | The PDF Template selected here will be used as a default for printing reports. This can be changed per-report if needed, via the Appearance tab of a report when editing. |
| Edit Report PDF Templates | Button | This will take you to the page for configuring PDF Templates for Reports. You can make new templates here, or modify existing ones. Custom HTML can be used to brand these PDFs as you see fit. |
| View Report PDF Templates on the Online Repository | Button | This will take you to the same page as "Edit Report PDF Templates", however these will be filtered to templates on the Online Repository, which can be saved locally by clicking into them and using the action "Add this Pdf Template to my library". |
| Enable read-only DB user | Checkbox | When checked, this allows you to set a connection string with a read-only DB user for use in the reporting module. These are acquired by creating a read-only User in your SQL Server and generating a connection string for that User. For on-premise clients, this can be done from your side. Else, if you would like one generating, please contact our Help Desk and we can provide one for you. This setting is in the Process of being deprecated. |
| Read-only ODBC string | Free Text | This will be where you input the above mentioned Read-only ODBC string. This setting is in the Process of being deprecated. |
