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    About

    Interactive Reports provide powerful features for customizing your report such as searching, filtering, sorting, highlighting, group-by, pivot, aggregations, calculations, charting, and more.

    Create a new Region with Interactive Report as the region type.

    You can further enhance Interactive Reports by using the Interactive Report region template, and enable template options such as Show Maximize Button.

    Set Interactive Report as the region template.

    Examples

    1. Simple

    Simple Interactive Report

    Task nameStart dateStatusAssigned to
    Decommission servers29-APR-37PendingAl Bines
    Measure effectiveness of improved QA29-APR-37PendingMyra Sutcliff
    Response to Customer Feedback29-APR-37PendingRuss Saunders
    User acceptance testing14-MAY-37PendingRuss Saunders
    End-user Training16-JUN-37PendingMyra Sutcliff
    Rollout sample applications19-AUG-37PendingPam King
    Installation01-MAY-37PendingMark Nile
    Notify users02-JUN-37PendingMark Nile
    Plan production release schedule19-MAR-37ClosedPam King
    Complete questionnaire15-MAR-37On-HoldIrene Jones
    Select servers for Development, Test, Production29-JAN-37ClosedJames Cassidy
    HR Support Systems27-JAN-37ClosedAl Bines
    HR software upgrades27-JAN-37On-HoldPam King
    Arrange for vacation coverage27-JAN-37On-HoldRuss Sanders
    Complete plan03-FEB-37ClosedMark Nile
    Check software licenses09-MAR-37ClosedMark Nile
    Create training workspace26-FEB-37ClosedJames Cassidy
    Publish links to self-study courses26-FEB-37ClosedJohn Watson
    Identify point solutions required28-FEB-37ClosedJohn Watson
    Install in development04-MAR-37ClosedJohn Watson
    Identify owners14-FEB-37ClosedHank Davis
    Initial Draft Review18-FEB-37ClosedHank Davis
    Monitor Review Comments18-FEB-37ClosedHank Davis
    Implement bug tracking software10-FEB-37ClosedMyra Sutcliff
    Review automated testing tools11-FEB-37ClosedMyra Sutcliff
    Identify pilot applications05-FEB-37ClosedMark Nile
    Migrate pilot applications to 15-FEB-37ClosedMark Nile
    Customize Software Projects software13-MAR-38OpenTom Suess
    Post-migration review26-FEB-37ClosedMark Nile
    User acceptance testing28-FEB-37ClosedMark Nile
    Enter base data (Projects, Milestones, etc.)07-MAR-37ClosedTom Suess
    Load current tasks and enhancements09-MAR-37ClosedTom Suess
    Document quality assurance procedures13-MAR-37On-HoldMyra Sutcliff
    Conduct project kickoff meeting02-MAR-37ClosedPam King
    Determine host server03-MAR-37ClosedTiger Scott
    Check software licenses04-MAR-37ClosedTom Suess
    Identify pilot users02-MAR-37ClosedScott Spencer
    Software Deliverable04-MAR-37ClosedScott Spencer
    Early Adopter Release18-MAR-37ClosedPam King
    Determine midtier configuration(s)28-JAN-37ClosedJames Cassidy
    Manage Training Activities23-FEB-37On-HoldJohn Watson
    Review feedback06-APR-37On-HoldIrene Jones
    Plan rollout schedule13-APR-37On-HoldIrene Jones
    Plan rollout schedule07-MAR-37On-HoldAl Bines
    Develop web pages07-APR-37On-HoldTiger Scott
    Purchase additional software licenses, if needed15-MAY-37On-HoldTom Suess
    Investigate new Virus Protection software26-MAR-37OpenPam King
    Get RFPs for new server10-MAR-37OpenMark Nile
    Collect mission-critical spreadsheets12-MAR-37OpenPam King
    Create applications from spreadsheets12-MAR-37OpenPam King
    • 1 - 50

    2. Customized

    This Interactive Report has been customized with cell highlighting and a control break on the Assigned To column. In addition, the region template has the Show Maximize Button template option enabled, allowing you to maximize this report to fill the screen.

    Customized Interactive Report

    Assigned to : Al Bines
    LinkTask nameStart dateAscendingStatus
    HR Support Systems27-JAN-37Closed
    Plan rollout schedule07-MAR-37On-Hold
    Decommission servers29-APR-37Pending
    Assigned to : Hank Davis
     Task nameStart dateStatus
    Identify owners14-FEB-37Closed
    Initial Draft Review18-FEB-37Closed
    • 1 - 5

    3. Icon View

    Icon Interactive Report

    • 1 - 5

    Button Positions

    You can place buttons in the toolbar by setting the button position to Right of Interactive Report Search Bar.

    Interactive Report with Buttons

    Task nameStart dateStatusAssigned toStatus icon
    Decommission servers29-APR-37 PendingAl Binesfa-exclamation-triangle is-pending
    Measure effectiveness of improved QA29-APR-37 PendingMyra Sutclifffa-exclamation-triangle is-pending
    Response to Customer Feedback29-APR-37 PendingRuss Saundersfa-exclamation-triangle is-pending
    User acceptance testing14-MAY-37 PendingRuss Saundersfa-exclamation-triangle is-pending
    End-user Training16-JUN-37 PendingMyra Sutclifffa-exclamation-triangle is-pending
    Rollout sample applications19-AUG-37 PendingPam Kingfa-exclamation-triangle is-pending
    Installation01-MAY-37 PendingMark Nilefa-exclamation-triangle is-pending
    Notify users02-JUN-37 PendingMark Nilefa-exclamation-triangle is-pending
    Plan production release schedule19-MAR-37 ClosedPam Kingfa-check-circle is-closed
    Complete questionnaire15-MAR-37 On-HoldIrene Jonesfa-exclamation-circle is-holding
    Select servers for Development, Test, Production29-JAN-37 ClosedJames Cassidyfa-check-circle is-closed
    HR Support Systems27-JAN-37 ClosedAl Binesfa-check-circle is-closed
    HR software upgrades27-JAN-37 On-HoldPam Kingfa-exclamation-circle is-holding
    Arrange for vacation coverage27-JAN-37 On-HoldRuss Sandersfa-exclamation-circle is-holding
    Complete plan03-FEB-37 ClosedMark Nilefa-check-circle is-closed
    Check software licenses09-MAR-37 ClosedMark Nilefa-check-circle is-closed
    Create training workspace26-FEB-37 ClosedJames Cassidyfa-check-circle is-closed
    Publish links to self-study courses26-FEB-37 ClosedJohn Watsonfa-check-circle is-closed
    Identify point solutions required28-FEB-37 ClosedJohn Watsonfa-check-circle is-closed
    Install in development04-MAR-37 ClosedJohn Watsonfa-check-circle is-closed
    Identify owners14-FEB-37 ClosedHank Davisfa-check-circle is-closed
    Initial Draft Review18-FEB-37 ClosedHank Davisfa-check-circle is-closed
    Monitor Review Comments18-FEB-37 ClosedHank Davisfa-check-circle is-closed
    Implement bug tracking software10-FEB-37 ClosedMyra Sutclifffa-check-circle is-closed
    Review automated testing tools11-FEB-37 ClosedMyra Sutclifffa-check-circle is-closed
    Identify pilot applications05-FEB-37 ClosedMark Nilefa-check-circle is-closed
    Migrate pilot applications to 15-FEB-37 ClosedMark Nilefa-check-circle is-closed
    Customize Software Projects software13-MAR-38 OpenTom Suessfa-clock-o is-open
    Post-migration review26-FEB-37 ClosedMark Nilefa-check-circle is-closed
    User acceptance testing28-FEB-37 ClosedMark Nilefa-check-circle is-closed
    Enter base data (Projects, Milestones, etc.)07-MAR-37 ClosedTom Suessfa-check-circle is-closed
    Load current tasks and enhancements09-MAR-37 ClosedTom Suessfa-check-circle is-closed
    Document quality assurance procedures13-MAR-37 On-HoldMyra Sutclifffa-exclamation-circle is-holding
    Conduct project kickoff meeting02-MAR-37 ClosedPam Kingfa-check-circle is-closed
    Determine host server03-MAR-37 ClosedTiger Scottfa-check-circle is-closed
    Check software licenses04-MAR-37 ClosedTom Suessfa-check-circle is-closed
    Identify pilot users02-MAR-37 ClosedScott Spencerfa-check-circle is-closed
    Software Deliverable04-MAR-37 ClosedScott Spencerfa-check-circle is-closed
    Early Adopter Release18-MAR-37 ClosedPam Kingfa-check-circle is-closed
    Determine midtier configuration(s)28-JAN-37 ClosedJames Cassidyfa-check-circle is-closed
    Manage Training Activities23-FEB-37 On-HoldJohn Watsonfa-exclamation-circle is-holding
    Review feedback06-APR-37 On-HoldIrene Jonesfa-exclamation-circle is-holding
    Plan rollout schedule13-APR-37 On-HoldIrene Jonesfa-exclamation-circle is-holding
    Plan rollout schedule07-MAR-37 On-HoldAl Binesfa-exclamation-circle is-holding
    Develop web pages07-APR-37 On-HoldTiger Scottfa-exclamation-circle is-holding
    Purchase additional software licenses, if needed15-MAY-37 On-HoldTom Suessfa-exclamation-circle is-holding
    Investigate new Virus Protection software26-MAR-37 OpenPam Kingfa-clock-o is-open
    Get RFPs for new server10-MAR-37 OpenMark Nilefa-clock-o is-open
    Collect mission-critical spreadsheets12-MAR-37 OpenPam Kingfa-clock-o is-open
    Create applications from spreadsheets12-MAR-37 OpenPam Kingfa-clock-o is-open
    • 1 - 50

    Template Options

    • General

      • Use Template Defaults
      • Remove Borders
        Removes borders around the Interactive Report
      • Show Maximize Button
        Displays a button in the Interactive Reports toolbar to maximize the report. Clicking this button will toggle the maximize state and stretch the report to fill the screen.
    • Advanced

      Item Padding

      Sets the padding around items within this region.

      • Default
      • Slim Padding
        Reduces form item padding to 4px.
      • Remove Padding
        Removes padding between items.
    • Advanced

      Item Size

      Sets the size of the form items within this region.

      • Default
      • Large
      • X Large
    • Advanced

      Item Width

      Sets the width of the form items within this region.

      • Default
      • Stretch Form Fields
    • Advanced

      Label Alignment

      Set the label text alignment for items within this region.

      • Right
      • Left
        Align form labels to left.
    • Advanced

      Label Position

      Sets the position of the label relative to the form item.

      • Inline - Default
      • Show Form Labels Above
        Show form labels above input fields.
    • Advanced

      Top Margin

      Set the top margin for this region.

      • Default
      • None
        Removes the top margin for this region.
      • Small
        Adds a small top margin to the region.
      • Medium
        Adds a medium top margin to the region.
      • Large
        Adds a large top margin to the region.
    • Advanced

      Bottom Margin

      Set the bottom margin for this region.

      • Default
      • None
        Removes the bottom margin for this region.
      • Small
        Adds a small bottom margin to the region.
      • Medium
        Adds a medium bottom margin to the region.
      • Large
        Adds a large bottom margin to the region.
    • Advanced

      Left Margin

      Set the left margin for this region.

      • Default
      • None
        Removes the left margin from the region.
      • Small
        Adds a small left margin to the region.
      • Medium
        Adds a medium right margin to the region.
      • Large
        Adds a large right margin to the region.
    • Advanced

      Right Margin

      Set the right margin for this region.

      • Default
      • None
        Removes the right margin from the region.
      • Small
        Adds a small right margin to the region.
      • Medium
        Adds a medium right margin to the region.
      • Large
        Adds a large right margin to the region.