Client Report Design keeps this company’s own designs of a report: an override that replaces the standard design for this company, and named report views. It is kept in the company’s own data, so a configuration update never touches it.
- Where
- Organizational Structure › Automation (OSRT)
- Who uses it
- The consultant or a user holding this screen
- When
- Once, while the company is being set up, and whenever a new one is needed
- Needs first
- The report, from Report
What it is for
Pick the Report Type and the Report; its designs are listed. Design this report opens the designer; it is shown only to users allowed to save a client design. The three kinds of design, and how a view carries its criteria, are explained on Lists, boards and reports.
Every field in plain words
| Column | What it means | What to put |
|---|
| Report Type | Report type. | Optional. |
| View Basis | What the view is based on. | Optional. |
| View Name | The view’s name. | Optional. |
| Name in Other Languages | Its name in other languages. | Optional. |
| Stored For | Who it is stored for. | Optional. |
| Query Wrapper | Uses a query wrapper. | Optional. |
| Change User | Last changed by. | Optional. |
| Change Date | Last changed on. | Optional. |
| Design | Opens the design. | Optional. |
| Names | Edit the names. | Optional. |
| Column | What it means | What to put |
|---|
| Field Id | A criteria field. | Optional. |
| Label | Its label. | Optional. |
| Control Type | Control type. | Optional. Pick from the list. |
| Default Value | Default value. | Optional. |
General
| Field | What it means | What to put |
|---|
| Report Type | The kind of report. | Optional. Pick from the list. |
| Report | The report. | Required. A short code; it cannot be changed once the record exists. |
Criteria
| Column | What it means | What to put |
|---|
| Field Id | A criteria field. | Optional. |
| Tag | Tag. | Optional. |
| Label | Its label. | Optional. |
| Control Type | Control type. | Optional. |
| Mandatory | Required. | Optional. |
| Default Value | Default value. | Optional. |
Query Wrapper
| Field | What it means | What to put |
|---|
| Query wrapper | A query wrapped around the report’s own query for this company. | Optional. |
Parameters
| Column | What it means | What to put |
|---|
| Field Id | A criteria field. | Optional. |
| Label | Its label. | Optional. |
| Control Type | Control type. | Optional. Pick from the list. |
| Default Value | Default value. | Optional. |
Layout
| Field | What it means | What to put |
|---|
| Layout | The stored layout. | Optional. |
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
If something looks wrong
- “This login cannot save this design.” The user does not hold this screen’s right.
- There is no Design this report button. The login may not save a client design.