While designing the report, you may also require making some additional settings such as default view settings, export settings, caching settings, the height of the parameter panel, etc. Info Panel in the report designer allows you to set this report information.

To set the report information properties, follow the steps given below:

1. On the Document/Resource Portal, select the report for which you want to set the information properties, click the Ellipses button next to the selected report, and select the Edit option from the list.

   
   

   
   

2. The report designer is displayed. Click the Info button on the top-right corner of the designer.

   
   

   
   

   The following properties are displayed.

   
   

   
   

Property Description

Common

• Description: Add the report description here.

• Thumbnail: You can add a thumbnail from here by clicking and selecting the thumbnail image. You can delete the thumbnail by clicking the Remove thumbnail option.

• Permissions: By clicking the Permissions button, you can select the roles and their permissions.

  
  

  
  

Preview

• Display Type: You can set the display type for the report from here. It has two options: Page and Galley. By default, the value is set to Page. If you select the option Page, the report is displayed by page, and View Mode option is displayed.

  
  

  
  

  If you select the option Galley, then there will be no pagination, and all content is displayed together in a row without the form of a page.

  
  

  
  

• View Mode: You can set the default page view mode for the report from here. It has two options: Single and Continuous. By default, the value is set to Single. You can select the Continuous option to view the report continuously by scrolling down as shown below.

  
  

  
  

• Zoom Mode: You can set the zoom mode of the report from here. It has three options: Default, Fit To Page, and Fit To Width. By default, the option Default is selected.

  
  

• Fullscreen: On previewing the report, by default, the action bar is at the top. If you set the Fullscreen mode to True, the action bar comes at the bottom. You can click the Expand Toolbar button to display all the settings as shown below.

  
  

  
  

• Top Parameter Panel Height: You can set the default height of the report parameter panel when displayed above, with a minimum value of 70 for the height of one control. You can also adjust this height by dragging the mouse during the actual preview.

  
  

  
  

  
  

Jump To Report

• Open Mode: Sets the style when opening a new document while jumping to another report. It has three forms: Embedded, Dialog, and New Window.

• Display Mode: Sets the display type of the new dialog box. It has three options: Default, Page, and Galley.

• Zoom Mode: Sets the zoom mode of the new dialog box. It has three options: Default, Fit to Width, and Fit to Page.

  
  

  
  

Jump To URL

• Open Mode: Sets the style when opening a new document while redirecting to a URL. It has two options: Dialog and New Window. By default, it is set to Window. Select the option Dialog to reopen a dialog box to display the target URL page. In this case, you can set the size of the dialog box and other details, as shown below:

  
  

  Select the option New Window to reopen a window to display the URL page, and there is no need to set the opening style.

  
  

  
  

Internationalization

• Language Resource File: You can load the language resources for a report. Refer to the section Internationalize Labels of Custom Parameter Controls for more details.

  
  

  
  

  After adding the language resources, the Language Resource Files field will be displayed as shown below.

  
  

Export

• Export: When you export a report, you can choose to set the name of the exported file depending on the added Key/Value pair(s) in the Rendered Report Values property of the report.

  Set Rendered Report Values in a Report

  1. On the Document/Resource portal, edit report.

  2. Go to the Info Panel > Rendered Report Values property.

  3. Click Add to add one or more Key/Value pairs. The expression in the Value field can be an expression, a data field, or a parameter.

     
     

     
     

     While exporting the report, the added keys can be used to modify the report's name as explained in Export Report topic.

Caching

• Allow Caching: By default, it is set to No. If you set this property to Yes, then you need to set up report caching. For details about Report caching refer to the section Report caching.

  
  

  
  

Commands

• Commands: You can select/deselect all the available commands for the report here, by clicking the checkbox.

  
  

  Once you select the checkboxes, the selected commands will be displayed as shown below.