dspMonitor

Customize Report Settings

Group Owners are able to configure report-level parameters for all reports registered to their groups. Settings defined at the group level, such as how frequently workflows are emailed, can be overwritten at the user level for individual reports.

To customize report settings:

  1. Select Configuration > User Reports/Filters in Navigation pane.
  2. Click Reports for User ID.
  3. Click Edit.

    View the field descriptions for the User (Reports) page

  4. Update the WORKFLOW SCHEDULE ID list box to change the frequency of workflow emails if the default value is not applicable.

    NOTE: Schedules are maintained in Common. Refer to Create Schedules for detailed information.

  5. Click Save.
  6. Click WHERE CLAUSE MANUAL check box to enable it, indicating a Where clause is to be specified for the report.

    NOTE: A Where clause limits report data displayed to the user and overrides user filters. Refer to Define Where Clauses for detailed information.

    NOTE: Workflow email settings are controlled at the user level. 

  7. Click NOTIFY FOR EMPTY REPORTS check box to enable it, sending a workflow email when the report contains no records.

    NOTE: Reports with zero records are not sent; however, on some critical reports, users may like to receive an email if a report does not contain records.

  8. Click Save.
  9. Click Vertical Viewto further configure the user report.
  10. Click Edit.

    View the field descriptions for the User (Reports) page's Vertical View

  11. Enter a filter in Where Clause field, if WHERE CLAUSE MANUAL check box is enabled.
  12. Enter a sort value in User Report Order By field to override the SQL Order By field for the user’s specific report file.

    NOTE: The User Report Order By field is used for users that have filters and/or would like the data to display in a specific order.

  13. Click Save.