![]() ![]() Joined: It is used for blocks of related information in a single report. We can use it when we want to see data by two different dimensions that aren’t related, such as date and product.Ĥ. We can use it to make a comparison of related totals, with totals by both row and column. Matrix: It allows us to group records both by row and column. We can use this when we want subtotals based on the value of a particular field or create a hierarchically grouped report, such as courses organized by created date and then by course created by.ģ. Summary: It is used for the listing of data with groupings and subtotals. By default, it provides a Grand Total, to sum up, the number of records that fall in the applied condition.Ģ. This provides us a view to look at the data with no groupings. Tabular: It is used for listing a simple collection of data without any subtotals. There are basically four types of reports that we can create:ġ. We can also schedule the Salesforce reports. Reports can be created using a few clicks in a short time. In Salesforce, we can easily create reports in different styles. An administration uses the reports to trace improvement towards its different goals, control expenses and increases profits. It provides a clear view of the management. Note: If you use special characters, such as " \ / : as thousand or decimal separators for numeric values, Excel may not open the downloaded file.A report is an important part of any business. Use formatting from – choose to either follow the DataPage Localization or download raw data without any formatting.Use labels from – choose to use text labels from the DataPage elements or data source fields.The Details Page option will be available only if the details page is enabled. Use fields from – choose to use fields from the results or details page for download.Note: The maximum number of records that users can download from a results page is 500,000 zipped records and 50,000 unzipped records. Checking Entire data source allows users to download all records from the base table or view, whether they match the search criteria or not. Enter a value in the space to limit the number of records that can be downloaded, or check All matching to let users download all matching records. Number of records – customize the number of records users can download. ![]() Check Append date to file name to add the file name with the date the search was performed to the file name. Default file name – customize the name of the downloaded file.File Compression – check to compress the data in ZIP format for faster download.File format – choose the file format of the downloaded data, which can be Excel (XML), CSV and PDF (for select plans).You can configure the following download options: However, you should consider data security implications before enabling data download in your applications. In the Download Options section, you can allow application users to download search results directly from the results page. Check Hide record count to not showing the record count. The returned records count is shown at the bottom the results page.You can specify to return all records or just fixed number of records that match the search criteria in the results pages.These features are available in the Advanced tab. You can customize the icon in Styles or the text link in Localizations.Īdvanced users who separate the search form from the result can also use this option but they will need to provide the link to where the search form is deployed. The Search Again link is usually displayed at the top left of the DataPage. You can allow users to navigate back to the Search form from the Results or Details page in order to perform a new search. Sorting is enabled and configured on the Results Page Options step of the DataPage wizard. In all list and gallery reports only the dropdown sorting option is available. By dropdown list – predefined choice of sorting presented in a dropdown on top of the search results.By column title - toggles between ascending and descending sorting based on the data of the column.In tabular layout you have two ways to let users sort the displayed data: Interactive sorting is available in all report DataPages. Paging based on fixed or user selectable records per page.Data sorting via column headers or sort dropdown.The following are some interactive options in reports: Aside from displaying information in a highly customizable way, and rich editing capabilities, they provide many interactive options that you can choose to enable for your app users. Caspio Report DataPages are powerful application components that provide far more functionality than their name implies. ![]()
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