Configure Shared Settings

The Reporter Tools ribbon gives you easy access to the most commonly used Reporter Configuration options. Essentially, these are the same options available as when creating a personal report.

The options available depend on the report type. If the aspect of the report you want to configure is not available on the ribbon, click Configure Reporter Settings to open the Reporter Settings page.

To configure the settings of a shared report:

1. Click on a report to make the Reporter Tools ribbon appear for that report.

2. Expand the Configure Reporter Settings menu.

   

3. Click on an icon to access the options for that section, select the settings you want and click OK.

   • Columns

     Select the columns to be included in the report and the order in which you want them to appear.

     Note:

     The columns available for selection are specified in the report definition file. Columns listed here may not exist in all lists and libraries returned by the report.

   • Grouping

     Select:

     • The column(s) you want the items returned to be grouped by (you can use up to a maximum of 4 groups)

     • Note:

       The below column-types cannot be used for grouping: Multi-value URL Note Icon

     • The direction of the grouping (ascending or descending)

     • Whether you want the group(s) to be collapsed or expanded

       Note:

       Selecting Collapsed in any group means that all subsequent groups below that group will also be collapsed.

   • Sorting

     Select the column(s) you want to use to sort the items returned (i.e. the order in which the items are displayed in the report) and the direction you want them to be sorted.

     Note:

     The below column-types cannot be used for sorting: Multi-value URL Note Icon

   • Filters

   • Totals

     Select Display Captions to turn the totals captions on.

     Totals Captions On

     

     Totals Captions Off

     

     Select the appropriate total option for the column in question.

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