Reporting Settings

The following describes how to configure the Xenial Reports menu bar and define options for individual reports.

Configure the Reports Menu Bar

Xenial Portal Data Management Reporting Report Options

The Report Options editor is used to configure how the report categories and the individual reports are sorted on the menu bar of the Xenial Reports module.

To configure the Reports menu bar:

  1. From the Report Menu Layout screen, select and drag the square to the left of the category names to sort them in the desired sequence.

  2. To sort the individual reports within a category:

    • Select the arrow next to the report category name to view the report list.

    • Select and drag the control to the left of the report names to sort the reports in the desired sequence.

Define Report Options

Xenial Portal Data Management Reporting Report Options

The Report Options editor is used to define options and date/period specifications for each report in the Xenial Reports module.

To define options for a report:

  1. From the Report Menu Layout screen, locate the report category that contains the report.

  2. Select the arrow next to the report category name to view the report list.

  3. From the report list, select the report.

  4. In the Options section, define the following options:

    • Custom Navigation Title - Type a custom navigation title for the report.

    • Custom Report Title - Type a custom title for the report.

    • Execute Automatically - Set the toggle to Yes to automatically execute the report when selected using the specifications defined in the Date/Period section below.

    • Report Category - From the dropdown, select the category for the report. The report is assigned to the selected category on the Report Menu Layout screen and the Reports menu bar.

  5. In the Date/Period section, define the following specifications:

    • Calendar Type - From the dropdown, select the calendar type to apply when the report is executed automatically.

    • Default Date - From the dropdown, select the date option to apply when the report is executed automatically.

  6. In the Report Layout section, define the layout of the report. The defined layout is applied to both the Ordering and Reports versions of the report.

    • Select and drag the control to the left of the section names to sort the report sections in the desired sequence.

    • Set the Enabled toggle to Yes include the respective section on the report.

    • To edit a section, select the vertical blue ellipsis, and then select Edit from the dropdown. From the Edit window, edit the section name, enable/disable the section, and hide/show sales totals in the report section (where applicable).

    Nota

    The Report Layout section is only available for the Sales Detail Report (SDR).

  7. Select Save.