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Report Properties

The properties of a report in CDM allow you to adjust its settings, such as workflow and due dates, and view report level comments.

To edit a report's properties, when you have your report open, right-click on the name of the report and choose Properties, and Manage All Report Properties. Here you can edit the settings for the report or work with comments. Click OK when complete. You can also access the report properties from Administration. Click File > Administration, then Reports. Locate your report in the list. Right-click, and choose Properties. You can also get to this reports list from elsewhere in CDM by clicking Administration, and then double-clicking Reports.

Required Permission

To manage report properties, you should have the following permission allowed:

Report Permissions > Report Object Management > Modify Report Properties

Edit Report Properties

To edit the properties of a report from the Report view:

  1. In CDM, with the report open, right-click on the name of the report at the top in the report structure, then select Properties > Manage All Report Properties.
  2. In the Properties and Comments window, review and adjust the settings.
  3. Click OK.

Alternatively, to edit the properties of a report from the Administration view:

  1. In the Navigation Pane, click Administration, then double-click Reports.
  2. In the report list in the work area, locate the report, then right-click on the report and select Properties.
  3. In the Properties and Comments window, review and adjust the settings.
  4. Click OK.

Available Report Properties

General Properties

  • 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.

Related Dates

  • 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.

Report Configuration

  • 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. See Regional Settings.
  • 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 deselect 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.
  • Report Row Height (At least)
    When selected, 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 it is selected, 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:
    • It is not possible to change the name of the Refresh Service Account in the database; otherwise, CDM won't recognize it anymore.
    • The Refresh Service Account is not visible when administering CDM native users.

Compatibility Options

  • 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 (##R) or a workflow validation rule (##WF).

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