Report settings: Update default summary page & graph settings

Description:

When generating a new report you can choose whether you want to show the summary 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 summary 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 summary page will not show.
• It is possible to toggle the summary page and graphs on a report-by-report basis. See Showing and hiding report summary page and graphs.

Contents:

This article covers three settings that can be updated in regards to the summary page:

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

Guide:

1. Toggle whether the summary 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 summary page and Display PDF graphs options under the Summary page & graphs heading to choose whether or not they should be displayed. If the switch is blue the summary 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 Key graphs by under the Summary page & graphs heading 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 under the Summary page & graphs header 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.