General Tab of the Report Properties Dialog Box
Use this tab to view or modify information for the report you selected. The contents of this dialog box control how data is queried from the database, the options provided in the Report wizard, and the data displayed on the report.
Some options, such as the report name, description, or information, can be changed. However, most of the options on this dialog box should only be changed by someone with detailed knowledge of the reporting engine. Changing the options on this dialog box may cause the report or the Report wizard to function improperly.
Contents
Field | Description |
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Report name | This is the name of the report. This field is displayed on all the tabs. After a report is created, its name cannot be edited.
Note: If you want to change a report's name, create a copy of the report by running the current report and providing a new name on the Save and Run page of the Report wizard.
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Description | Enter a description for the report. You can also edit a report's description on the Save and Run page of the Report wizard. |
Category | This field displays the report's category. You can use categories to organize reports with similar attributes.. By entering a category, you can filter the reports displayed on the Report page of the wizard. Select one of the following default categories from the drop-down list:
You can also create a new category. Enter the name of the new category in the field. The category is saved as a new category and the new category is associated with the selected report. |
Report Type | This field displays the report type. The report type indicates the file type to prompt for on the Reports page of the wizard (that is, Project, Calendar, Rate, and others). The report type that you select also determines the allowed criteria on the Sub-Totals page of the wizard, and the filter and sort fields that are available on the Filter/Sort page of the wizard. Select one of the following report types from the drop-down list:
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Table Type | This field displays the table from which data for the report is retrieved. Select one of the following tables from the drop-down list:
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Saved Report | Select this check box to indicate that the report can run without user input. You can only include saved reports in batch reports. |