Report settings: Update default item summary table settings

Description:

When generating a new report you can choose whether you want to show the summary table or hide it. If shown, you can also decide whether you want to filter the items in the summary table or include all items from the list(s) that are being reported on. Additionally, you can customise the contents of the summary table by specifying the fields to be shown in each column.

By default, the summary table will be shown in your reports. This article explains how you can change this default in your report settings.

Also by default, the summary table will respect the filters that are chosen when generating a report. This can also be updated if, by default, you would rather see all of the items from the list(s) that you are reporting on in the table than the filtered view.

Notes:

• Both of the default settings can be overridden on a report-by-report basis. See Showing and hiding report summary table.

Contents:

This article covers three defaults that can be updated in regard to the item summary table:

1. Toggle whether the item summary table should be shown by default
2. Toggle whether the item summary table should respect the filters by default
3. Update the table data by adjusting the column contents

Guide:

1. Toggle whether the item summary table 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 switch next to the Display PDF summary table option under the Summary table heading to choose whether or not the table should be displayed. If the switch is blue, the table will be included by default. If the switch is grey, it will not be.

 

2. Toggle whether the item summary table should respect the filters by default

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

2.2. Tap Reports under the General heading.

2.3. Tap on the switch next to the Apply filters to table option under the Summary table heading to choose whether or not the table should be filtered.

If the switch is blue, the summary table will respect any filters which you choose when generating a report, see step 10 of Create a report for more information on filtering items.

If the switch is grey, all items in the list(s) you report against will be included in the table by default.

 

3. Update the table data by adjusting the column contents

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

3.2. Tap Reports under the General heading.

3.3. You can now specify the contents for each column in the table by clicking on the drop down next to the fields for Column 1 to Column 4.

Column 1 can either display the Title, Description or both.

The remaining column can display a variety of options such as Status and Completed date. You can also hide Column 2, Column 3 & Column 4 using the Hidden option.