Defining general report properties

You must define the general report properties, including the report name and what type of objects to show in the report.

Procedure

  1. In the Report Builder dialog box, click Properties.
  2. Click the General tab.
  3. Define the general report properties.
    1. In Name, type a report name.

      Ensure that the name is meaningful. The name is listed in System reports and formats.

    2. In the Type list, click Change Request, Task, or Object. This selection determines the content of the Reportable Attributes list.
    3. In the Style list, click Block or Column.
    4. In the Format list, click the format for the generated report.
    5. In the Description box, type a description of the report.
  4. Optionally, set up paging.
    1. Select the Paging check box.

      Clear the Paging check box if you intend to print the report or use it for bulk transitioning. Otherwise, you must print the report or transition the CRs one page at a time.

    2. In Items Per Page, type the number of items.
  5. To include a reload button on HTML reports, click Reload Button.
  6. In Query Limit, type the maximum number of items to find. If the query result exceeds this limit, the report is stopped.
  7. In String Limit, type the maximum string length of a reported attribute value. Attribute values that exceed this limit are truncated.
  8. In the Reportable Attributes list, select the attributes to display on the report.

    The CR ID, Synopsis, and Description attribute labels are included automatically in the Attributes in Report list when you create a report.

    For information about attributes, see Creating attributes and Modifying attributes.

  9. Click Update.

Example

Defining general properties: example

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