Skip to Main Content

Breadcrumb

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
End-user Training11-AUG-23OpenJohn Watson
Identify server requirements15-JUN-23ClosedJohn Watson
Specify security authentication scheme(s)17-JUN-23ClosedJohn Watson
Create pilot workspace24-JUN-23ClosedJohn Watson
Configure Workspace provisioning24-JUN-23ClosedJohn Watson
Run installation25-JUN-23ClosedJames Cassidy
  • 1 - 6

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 dateStatus
HR Support Systems15-JUN-23Closed
Plan rollout schedule24-JUL-23On-Hold
Decommission servers15-SEP-23Pending
Assigned to: Hank Davis
 Task nameStart dateStatus
Identify owners03-JUL-23Closed
Monitor Review Comments07-JUL-23Closed
  • 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
End-user Training11-AUG-23 OpenJohn Watsonfa-clock-o is-open
Identify server requirements15-JUN-23 ClosedJohn Watsonfa-check-circle is-closed
Specify security authentication scheme(s)17-JUN-23 ClosedJohn Watsonfa-check-circle is-closed
Create pilot workspace24-JUN-23 ClosedJohn Watsonfa-check-circle is-closed
Configure Workspace provisioning24-JUN-23 ClosedJohn Watsonfa-check-circle is-closed
Run installation25-JUN-23 ClosedJames Cassidyfa-check-circle is-closed
  • 1 - 6

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.