Report settings: Update default leader (summary) page & graph settings

Description:

When generating a new report you can choose whether you want to show the leader page or hide it completely. If shown, you can also decide whether you wish to include the graphs or just the summary text and sign-off information.

By default, the leader page and graphs will be shown on your reports. This article explains how you can change these defaults in your report settings.

Also by default, the graphs will be keyed by the item status. This can be updated if you would rather have a breakdown of your items by their priority. You can also re-arrange the assignees and locations graphs to choose which of the two will fill the width of the page and which of them will only be half the width.

Notes:

• If you hide the graphs and there is no summary text or sign-off information provided then the leader page will not show.
• It is possible to toggle the leader page and graphs on a report-by-report basis. See Showing and hiding report leader (summary) page and graphs.

Contents:

This article covers three ssettings that can be updated in regards to the leader (summary) page:

1. Toggle whether the leader page and graphs should be shown by default
2. Updating the graphs' key
3. Setting the primary bar graph

Guide:

1. Toggle whether the leader page and graphs should be shown by default

1.1. From the home screen go to Menu > Settings.

1.2. Tap Reports under the General heading.

1.3. Tap on the switches next to the Display PDF leader page and Display PDF graphs options under the Display heading to choose whether or not they should be displayed. If the switch is blue the leader page/graphs be displayed for each item. If the switch is grey, they will not be.

 

2. Updating the graphs' key

2.1. From the home screen go to Menu > Settings.

2.2. Tap Reports under the General heading.

2.3. Select Item graphs by to open up the options.

2.4 Choose the desired key type and tap on Okay to confirm your selection. The report settings will be saved automatically and the graphs on any new reports will respect your choice.

 

3. Setting the primary bar graph

3.1. From the home screen go to Menu > Settings.

3.2. Tap Reports under the General heading.

3.3. Select Primary bar graph to open up the options.

3.4 Choose which graph you would prefer to see span the full width of the page and press Ok. The report settings will be saved automatically and the graphs on any new reports will respect your choice.