Define Report Properties
Delete Report
This page is applicable to all report types. To delete a report: Navigate to the Design page of your app. Hover on the preview of the report. Click Open Report Properties. Click the More icon in the top-right corner of the report builder. Select ...
Rename Report
This page is applicable to all report types. To rename a report: Navigate to the Design tab in the edit mode of the target report. Hover on the preview of the report. Click Open Report Properties. Click the More () icon in the top-right corner of the ...
Create Print Template
This page is applicable only to list, timeline, kanban, and map report types. To create print template: Edit your app. Navigate to the Design page. Hover on the preview of the report, then click Open Report Properties. Click Print & PDF on the left. ...
Define Custom Filters
This page is applicable to all report types except the pivot chart and pivot table. Overview Custom filters are predefined manually by the admins based on conditions that are best suited for displaying the specific records for the user. When the user ...
Configuring record sorting
This page is applicable to all report types except pivot chart and pivot table. The report builder enables you to sort records in a list report based on the field values. The report loads with the sorting in place. This is a predetermined sequencing ...
Displaying grouped records
This page is applicable only to list, calendar, and timeline report types. Grouping the report data allows you to categorically separate the records and display them in their respective groups. This is a preset arrangement that is independent of the ...
Set Filter
This page is applicable to all report types except pivot chart and pivot table. Using filters in a report enables you to separate and view only the records that you require. Applying filter ensures that only the filtered records are displayed on ...
Manage Quick Filters
This page is applicable to all report types except pivot chart, and pivot table Quick filters can be included in the report builder, which in turn will be reflected in the report. The users can apply the required filter to the complete data in the ...