Report

Choose an existing report (to modify), or select -Add New- to add a new report.  When choosing an existing report, the current information will be populated.

Description

This is the report title that will display to the end user.  For CSV reports, the report title must exactly match the corresponding export job name.  The wizard will take care of making sure the two stay synchronized.

Min Access

The minimum access level required for an end user to see this report.  This setting is overridden when the report is placed in a report group.  NOTE: For CSV report types any change to this setting will also be copied to the corresponding Export job's access setting.

Long Description

A longer description of the report (up to 255 characters) that will display when the user hovers over the report description.

Orientation

The preferred orientation of the report (portrait or landscape).

Type

Type of report (HTML, CSV, Excel, Text, Mappoint, Chart). NOTE: do not use Mappoint or Text as they are legacy and are no longer supported.

Header

The header section that will be inserted for each page of the report.  (Applies to only HTML and Chart types).

Footer

The footer section that will be inserted for each page of the report.  (Applies only to HTML and Chart types).

Flags

Any additional flags.  (NoScopeAll; = end user must choose a scope due to the possible volume of data that will be created for larger reports)

Restricted to

Reports are generally made available to all customers, however in some instances a report is specific to a given customer.  If a customer is chosen, the report will only be visible to that customer.  NOTE: For CSV report types any change to this setting will also be copied to the corresponding Export job's setting.

Source HTML

The contents of this field varies by report type.  For HTML and chart reports, this field contains the script language that defines the report.  It is not used for CSV or Excel reports.