View Options

When you select a report format, click View Options to see and specify relevant settings. Optionally, some formats allow you to apply a display template to the report. See Template Styles. However, this option is not longer available for the following formats: Comma separated, Fast CSV, Text, and Smart.

List view format is consistent is all pages. Pop up menu is automatically displayed horizontally when clicking the ellipsis icon in the report list.

Tip: Export options are similar, but not the same as View options. See Export Options

The following table lists the view options available to all reports. Defaults are in bold. For a description of each format option, see Report Formats for Viewing .

View Options—All Reports
Report Format Options Settings
HTML Template Optional
Pagination Single Page | Multiple Page | Horizontal Breaks
PDF Template Optional
Pagination Single Page | Multiple Page | Horizontal Breaks
Download Zipped File Y/N
MS EXCEL Pagination Single Page | Multiple Page | Horizontal Breaks
Repeat Page Header and Footer Y
Download Zipped File Y/N
COMMA
SEPARATED
Separator Predefined [Comma | Tab] | Custom [enter character]
Enclosure Predefined [QUOTES (" ")] | Custom [enter character]
Template XLS Predefined
Include Grid Y/N | Chart Y/N | Matrix Y/N
TEXT Pagination Single Page | Multiple Page | Horizontal Breaks
Download Zipped File Y/N
MS WORD Template Optional
Pagination Multiple Page
Download Zipped File Y/N
Fast CSV Separator Predefined [Comma | Tab] | Custom [enter character]
Enclosure Predefined [QUOTES (" ")] | Custom [enter character]
Pagination Single Page
Download Zipped File Y/N
EMAIL Send Report As Attachment | Link | Embedded
Report Format HTML | Acrobat PDF | COMMA SEPARATED | MS EXCEL | MS WORD | XML | TEXT.
Pagination Single Page | Multiple Page | Horizontal Breaks
To, CC (To—Required) Enter one or more valid email addresses, separated by commas or semicolons. CC is optional.
Subject Enter the email subject header.
Message Modify the provided email body message, or accept the default. You can include user parameters as well as system parameters in the message text. For example, if the report you are mailing has a parameter ReportDate then you can insert it as <%ReportDate%> in your message text, which will be replaced by the report execution date at run time.
PRINT Print or download report as PDF
UPLOAD Report format HTML | Acrobat PDF | COMMA SEPARATED | MS EXCEL | MS WORD | XML | Fast CSV | TEXT
Pagination Single Page | Multiple Page | Horizontal Breaks
Upload Type FTP | Shared Folder
Required Fields Server Name, File Name
Optional Fields Port, User Name, Password, Folder Name

The following table lists the view options exclusive to Smart reports. Defaults are in bold.

View Options—Smart Reports
Report Format Options Settings
iHTML Pagination Single Page
Smart No available options Basic paginated display.

Tip: The report formats available to you depend on the access rights associated with your user account. See Assigning Access Rights.