Using Report Parameters and Output Options

In this Topic

  1. Report Parameters
  2. Output Options

When you generate a report, you may need to choose parameter settings in order for the system to generate the report properly. Parameter options are displayed on the Generate Report component when you select Set Parameters from the Settings menu on the component subheader. Optionally, you can modify output settings by selecting Output Options from the Settings menu on the component subheader.

Report Parameters

Depending on your security settings and how your agency has designed the report you are running, the system can display one or more of the following parameter options for the selected report.

Dates: Some reports require a start and/or end date parameter in order to select the correct data. You can type the date directly in the date field or use the calendar lookup to select a date.

Subreports: If you are generating a report that is comprised of two or more subreports, you can choose which subreports you want to include.

Output Options

The following output options are available for reports:

Report Output Type: Choose whether you want to generate the report in PDF or HTML format, or download the report as a PDF file. If you are using Microsoft Edge and you want the report in PDF format, you must download the PDF file rather than generating it directly in the web browser.

Report Layout Source: Select the type of report layout template you want to use: 

Base

Select this option to use the system's base layout for this report.

Custom

Select this option to use your agency's custom layout for this report. This is the default option. If you choose this option and there are no reports stored in the Custom component, the system uses the base layout for your report.

Test

Select this option if the report format you want to use is currently being customized (and therefore stored in the test area of your Web server). If you choose this option and there are no reports stored in the test area, the system uses your agency's custom layout for your report, and if no reports are stored there, then the base layout is used.

Generate Available Data Output: Selecting this check box on the Output Options page generates the Available Data version of the selected report, which lists all of the entities, child entities, fields, temporary fields, data types, and data values used to create the report. This can be helpful when you are creating custom reports that use the same entities as the selected report. Depending on which report you selected, the Available Data Report output could be much longer in length than the regular version of the report.

Related topics:

Working with Reports

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