Configuring Report Settings

The Report Settings dialog allows you to configure various aspects of your report through six main tabs: General Settings, Drill-Down Settings, KPI Settings, Chart Settings, Kanban Settings, and Card View Settings. Each tab contains specific configuration options for different report types and visualizations.

Accessing Settings

To access report settings:

Open a report in the Report Designer
Click the Settings icon (gear icon) in the top toolbar
The Settings modal opens with tabs for different setting categories

General Settings

Configure general report-wide settings that apply to all report types.

Sort Options

Define the default sort order for the report:

Add Sort Fields: Click to add one or more fields to sort by
Select Field: Choose the field to sort by from the dropdown
Select Order: Choose ascending (ASC) or descending (DESC) order
Multiple Sorts: Add multiple sort fields for complex sorting (sorts are applied in order)
Remove Sorts: Delete sort fields that are no longer needed

How it works: The report displays data sorted by the configured fields in the specified order. Multiple sort fields create a hierarchical sort.

Report Settings

Configure various display and behavior settings:

Freeze Column Count

Set the number of columns to freeze (keep visible) when scrolling horizontally in table views.

Default: 0

Use Case: Useful for keeping important columns (like names or IDs) visible while scrolling through wide tables.

Row Height

Configure the height of rows in table views.

Default: System default

Range: Minimum 10 pixels

Use Case: Adjust row height for better readability or to fit more data on screen.

Enable Picklist Colors

Toggle to display picklist values with their associated colors in the report.

Default: Disabled

Use Case: Visual distinction for picklist values makes reports easier to scan and understand.

Report Max Read Limit

Set the maximum number of records to retrieve and display in the report.

Default: System default (typically 10,000)

Range: 0 to maximum allowed limit

Use Case: Limit data retrieval for performance optimization, especially for large datasets.

Associated Flow

Associate a workflow (MFlow) with the report. When a flow is associated:

The workflow can be triggered from report interactions
Custom business logic defined in the workflow is executed
The workflow can handle data validation, transformations, and side effects

How to select: Use the flow selector dropdown to search and select a workflow by name.

Enable Custom Header

Toggle to enable custom column headers. When enabled:

You can customize header text and formatting
Headers can differ from field display names
Useful when data comes from workflows to provide user-friendly labels

Default: Disabled

Drill-Down Settings

Configure drill-down navigation that allows users to navigate to related pages or detailed views when clicking on specific fields or data points.

Enable Drill-Down

Toggle to enable or disable drill-down functionality for the report.

Drill-Down Configuration

Configure drill-down definitions with the following options:

Drill-Down Field

Select the field that will trigger the drill-down when clicked. Available fields are from the report's "Show" fields.

Required: Yes (when drill-down is enabled)

Drill-Down Type

Choose the type of target for drill-down navigation:

Self: Navigate to the same report with filtered data
Report: Navigate to another report
Workflow: Navigate to a workflow
My Tasks: Navigate to user tasks

Required: Yes

Target Selection

Based on the selected drill-down type, choose the specific target:

For Report: Select a report from the dropdown
For Workflow: Select a workflow from the dropdown
For My Tasks: No additional selection needed

Filter Mapping

Configure how fields from the current report map to filter the drill-down target:

Source Field: Field from the current report
Target Field: Field in the drill-down target to filter by
Filter Logic: How the filter is applied (equals, contains, etc.)

Multiple Drill-Down Definitions

You can configure multiple drill-down definitions for different fields, allowing different columns or data points to navigate to different targets.

KPI Settings

Configure settings specific to KPI (Key Performance Indicator) visualizations.

Icon

Select an icon to display alongside the KPI value. Icons help visually identify the KPI type.

How to select: Use the icon picker to browse and select from available icons.

KPI Value Configuration

Configure how the KPI value is displayed:

Font Color

Set the color for the KPI value text. You can use:

Color picker to select a color
Hex color code (e.g., #000000)
CSS variable (e.g., var(--primary))

Background

Select the background theme for the KPI:

Primary Background: Uses the primary theme color
Secondary Background: Uses the secondary/accent theme color

Disable Background Animation

Toggle to disable animated background effects for the KPI.

Default: Disabled (animation enabled)

KPI Prefix

Enter text to display before the KPI value (e.g., "$", "Total: ").

KPI Suffix

Enter text to display after the KPI value (e.g., "%", " units").

Variance Configuration

Configure variance display to compare KPI values against goals:

Show Variance

Toggle to enable variance display, which shows the difference between the current KPI value and a goal value.

Default: Disabled

Goal Period

When variance is enabled, select the time period for goal comparison:

Last Month: Compare against previous month
Quarterly: Compare against last 3 months
Half Year: Compare against last 6 months
Year: Compare against last 12 months

Goal Reference Date Field

Select a date field from the report's Object to use as the reference for goal period calculations.

Required: Yes (when goal period is selected)

Custom Goal Value

If no goal period is selected, enter a custom numeric goal value to compare against.

Custom Variance Prefix

Enter text to display before the variance value (e.g., "+", "Change: ").

Custom Variance Suffix

Enter text to display after the variance value (e.g., "%", " points").

Is the KPI Result Positive

Toggle to indicate whether higher KPI values are considered positive (good) or negative (bad). This affects variance color coding.

Default: Enabled (higher is positive)

Chart Settings

Configure visualization-specific settings for chart reports (Bar, Line, Pie, etc.).

X-Axis Settings

Configure the horizontal axis appearance and behavior:

Interval: Set the interval between axis labels
Rotation: Rotate axis labels by degrees (0-90)
Font Size: Set the font size for axis labels
Font Color: Set the color for axis labels
Enable Plot Bands: Toggle to show plot bands (shaded areas) on the axis
Enable Axis Title: Toggle to show the axis title

Y-Axis Settings

Configure the vertical axis appearance and behavior:

Interval: Set the interval between axis labels
Rotation: Rotate axis labels by degrees (0-90)
Font Size: Set the font size for axis labels
Font Color: Set the color for axis labels
Minimum Value: Set the minimum value displayed on the axis
Maximum Value: Set the maximum value displayed on the axis
Enable Axis Title: Toggle to show the axis title

Legend Settings

Configure the chart legend:

Enabled: Toggle to show or hide the legend
Max Height: Set the maximum height for the legend
Font Size: Set the font size for legend text
Font Color: Set the color for legend text
Align: Set horizontal alignment (Left, Right, Center)
Vertical Align: Set vertical alignment (Top, Bottom, Middle)
Layout: Set legend layout (Horizontal, Vertical, Proximate)

Data Label Settings

Configure labels displayed on chart elements:

Enabled: Toggle to show or hide data labels
Inside: Toggle to display labels inside chart elements
Font Size: Set the font size for data labels
Font Color: Set the color for data labels
Allow Overlap: Toggle to allow overlapping labels
Rotation: Rotate labels by degrees (0-90)

Visual Map Settings

Configure visual map (color scale) for heat maps and similar visualizations:

Min Value: Set the minimum value for the color scale
Max Value: Set the maximum value for the color scale
Calculable: Toggle to enable interactive value calculation
Orientation: Set orientation (Horizontal, Vertical)
Position: Set position (Left, Center, Right)
Enable Zoom: Toggle to enable zoom functionality
Zoom Type: Select zoom type (Inside, Slider)

Kanban Settings

Configure settings specific to Kanban visualizations.

Card & Display Settings

Configure how cards are displayed in the Kanban board:

Summarize By

Select the field to use as the card title/summary. Options include:

Record Number: Use the record's system ID
Field Selection: Choose any field from the report's selected fields

Required: Yes

Show Field Labels

Toggle to display field labels alongside values on cards.

Default: Enabled

Default Color

Set the default color for cards. Cards can be colored based on grouping fields or use this default.

Hide Fields

Select fields to hide from card display. Useful for hiding system fields or less important data.

Multi-select: Yes

Column Settings

Configure Kanban column appearance:

Column Width: Set the width of each column
Min Column Width: Set the minimum column width
Max Column Width: Set the maximum column width
Max Columns: Set the maximum number of columns to display

Note: Column grouping is configured in the main report configuration (Group By fields), not in settings.

Card View Settings

Configure settings specific to Card View visualizations.

Background Theme

Select the background theme for cards:

Primary Background: Uses the primary theme color
Secondary Background: Uses the secondary/accent theme color

Default: Secondary

Card Layout Settings

Configure the appearance of individual cards:

Card Height: Set the height of each card
Show Card Borders: Toggle to show borders around cards
Card Border Radius: Set the border radius for rounded corners
Card Shadow: Toggle to add shadow effects to cards

Field Configuration

Configure which fields are displayed on cards:

Title Field

Select the field to display as the card title (main heading).

Required: Yes

Title Percentage Field

Select a numeric field to display as a percentage alongside the title.

Optional: Yes

Tag Fields

Select up to 3 fields to display as tags on the card.

Multi-select: Yes (up to 3 fields)

Bar Field

Select a numeric field to display as a progress bar on the card.

Optional: Yes

Right Value Field

Select a field to display on the right side of the card (typically a value or metric).

Optional: Yes

Report Filters

Configure filters to narrow down the data displayed in the report. Filters allow you to apply conditions that determine which records are included in the report results.

How to configure filters:

Click the Filter icon in the top toolbar of the Report Designer
The filter modal opens with two tabs:
- Fields Tab: Configure WHERE conditions for regular fields
- Measures Tab: Configure HAVING conditions for aggregated fields

Fields (WHERE Conditions)

Filter data before aggregation using the Fields tab. This applies conditions directly to the source data.

Filter Options:

Field Selection: Choose any field from the report's Object or related Objects
Operators: Use comparison operators such as:
- Equals, Not Equals
- Greater Than, Less Than, Greater Than or Equal, Less Than or Equal
- Contains, Starts With, Ends With (for text fields)
- In, Not In (for multiple values)
- Is Null, Is Not Null
- Between (for ranges)
Value Input: Enter filter values based on field type:
- Text values for text fields
- Numeric values for number fields
- Date picker for date fields
- Picklist selection for picklist fields
Logic Operators: Combine multiple conditions with:
- AND: All conditions must be true
- OR: At least one condition must be true
Nested Conditions: Create complex filter logic by grouping conditions with parentheses

Use Cases:

Filter records by status, date range, or specific field values
Exclude certain records from the report
Show only records matching multiple criteria

Measures (HAVING Conditions)

Filter aggregated data after grouping using the Measures tab. This applies conditions to calculated values and aggregated fields.

Filter Options:

Aggregated Fields: Filter by fields that use aggregation functions (SUM, AVG, COUNT, MIN, MAX, etc.)
Operators: Use comparison operators similar to Fields tab
Value Comparison: Compare aggregated values against thresholds (e.g., SUM > 1000, AVG < 50)
Logic Operators: Combine multiple measure conditions with AND/OR logic

Use Cases:

Show only groups where total sales exceed a certain amount
Filter out groups with low record counts
Display only categories meeting specific performance criteria

Filter Management

Save Filters: Click "Save" to apply filters to the report. Filters are saved with the report configuration.

Clear Filters: Click "Clear Filter" to remove all filter conditions and reset the report to show all data.

Filter Persistence: Filters are saved as part of the report configuration and will be applied whenever the report is executed.

Dynamic Filters: Filters can be modified at any time by reopening the filter modal and adjusting conditions.

Best Practices:

Use Fields tab filters for basic data filtering before aggregation
Use Measures tab filters to refine results after grouping and aggregation
Combine multiple conditions logically to create precise data subsets
Test filters to ensure they return expected results
Consider performance impact when filtering large datasets

Best Practices

General Settings

Sort Options: Set default sorts that match the most common use case
Max Read Limit: Set appropriate limits to balance performance and data completeness
Custom Headers: Use custom headers when reports are used in dashboards for better user experience
Report Filters: Use Fields tab for pre-aggregation filtering and Measures tab for post-aggregation filtering. Test filters to ensure they return expected results and consider performance impact on large datasets

Drill-Down Settings

Relevant Fields: Configure drill-down only on fields that logically lead to related data
Filter Mapping: Properly map fields to ensure drill-down views show relevant filtered data
User Expectations: Ensure drill-down targets match user expectations for navigation

KPI Settings

Font Size: Choose font sizes that are readable but not overwhelming
Variance: Enable variance for KPIs where goal comparison is meaningful
Goal Period: Select goal periods that match your business reporting cycles

Chart Settings

Axis Labels: Configure axis labels for clarity and readability
Data Labels: Use data labels sparingly to avoid cluttering charts
Legends: Position legends where they don't obstruct chart data

Kanban Settings

Card Summarization: Choose fields that clearly identify each card
Column Width: Set column widths that accommodate card content without excessive scrolling
Field Visibility: Hide fields that aren't essential for quick card scanning

Card View Settings

Title Field: Choose a field that clearly identifies each card
Tag Fields: Limit tags to the most important categorization fields
Bar Fields: Use bar fields to show progress or relative values visually

Creating Reports - Learn how to create reports
Reports Introduction - Overview of reports
Objects Introduction - Understand the data models used in reports
Workflows Introduction - Learn about workflows associated with reports

Configuring Report Settings

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