Report Properties
You can view and edit report properties in CDM.
Properties for a report can be set by an administrator when the report is created. To view or edit these properties, open the report, select the Home tab, and click Show Properties. The Properties and Comments window is displayed.
You can view or edit the following information:
Property |
Description |
|---|---|
Name |
The user-specified name of the report. |
Report Owner |
Shows the initial creator of the report. This name can be changed in the Properties and Comments window. |
Description |
Displays the report description |
Period Start Date |
Displays the starting period date of the report. |
Period End Date |
Displays the ending period date of the report. |
Report Due Date |
Displays the configured due date for the report. |
Current State Due Date |
Displays the due date for the current state in the report. |
Submission Date |
Displays the submission date for the report. |
Zero Amount Shown As |
Specifies a character to represent the zeros in the report when the report is generated. |
Current Workflow State |
Displays the current workflow state for the report. |
Template Workflow Assigned |
Displays the workflow template assigned to the report. |
PowerPoint Print Options |
Allows you to specify the orientation of slides in PowerPoint objects. The default choice is Landscape. |
Language and Region Options |
Allows you to set the preferred language and region that will be used to generate Excel print areas and variables to Microsoft Word, Microsoft PowerPoint, Adobe PDF and Edgar HTML. |
Generate charts as images |
Allows you to generate charts as images. If selected, this option will be set as an active default for the report. Users, however, can clear it when working with reports or when generating a report. If you generate charts as images, you can view the information in your generated report, but you cannot change it afterward. If this option is not selected, charts are generated as Microsoft™ Office chart objects. It is recommended that charts be generated as Microsoft Office chart objects. |
Replace Embedded Fonts in HD |
Allows you to replace embedded fonts in the report as base64 in HD generation. |
Report Row Height (At least) |
When enabled, if the content in an Excel cell is word-wrapped and is not completely displayed because the height of the corresponding row is specified to a smaller value, CDM will apply the least row height that can accommodate the whole content in Word generation to make the entire content visible. |
Use Advanced Refresh |
This option must be enabled in the CDM.config file to appear in the report properties. When enabled, queries are updated immediately after the data source expires according to its expiration settings. Also, Excel report objects are updated immediately after a data query or a destination variable is enabled. CDM performs the Advanced Refresh operations using the Refresh Service Account. In CDM, refreshing data is an audited process, so CDM needs to have an identity for background tasks. CDM hence creates the Refresh Service Account by default and applies it to start background data refresh processes automatically. As stated in its name, the Refresh Service Account is a service account in the database (in the IsService column of the core.User table) and therefore cannot be used for logging in to CDM.
Note:
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Use cell value for report and workflow validation |
Allows you to switch between cell display value and cell actual value when evaluating either a report validation rule ( |