Field Definitions: RP Report Titles Form

The following is a list of field descriptions for the RP Report Titles form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Report ID

Enter an ID for the new report. Field defaults to the first report on the list.

When creating a report ID, use a number in the 10,000 – 99,999 range. IDs 1 – 10,000 are reserved for standard Vista™ reports and are not available for selection.

Note: If you enter a new ID by typing “New” or “+,” the next available ID defaults, based on the last one created. For example, the there are available report IDs from 10,000 on, and you choose to use ID 11,000, the next ID create would default to 11,001. ID numbers 10,000 – 10,999 are still available for selection; however, they will require manual selection.

Application

Specify the type of application used for this report title.

  • Crystal – Select this option if this report title is for a report created through Crystal Reports.

  • SQL Reporting Services – Select this option if this is a SQL Server Reporting Services report. This applies to both SSRS reports that you want to add to a Dashboard Work Center and reports that you want to launch from a Reports folder.

  • Other – Select this option if this report title is for a document created through another application (e.g. Word, PDF, HTML, Visio, etc.).

  • Dashboard OLAP Report – Select this option if the report title is for a Dashboard report based on the Business Intelligence (BI) module’s OLAP database.

Report Location

Press F4 to select a report location from a list. Report locations are created and maintained using the RP Report Locations form.

FileName

Enter the name of the report file, or click the Browse icon to select the report from a list. Only reports in the report location selected in the Report Location field will display in the list.

If you are manually entering the file name, make sure the file name exists at the report location specified above.

Title

Enter a title that easily identifies the report. The title can be up to 60 characters long.

By default this field populates with the file name when you are creating a new report.

Note: The title must be unique. For example, it cannot have the same name as a standard report.

Report Type

Press F4 to select a report type from a list. Report types are created and maintained using the RP Report Type form.

If this is a SQL Reporting Services report that you want to be able to add to a Dashboard Work Center, you should select My VP.

Country

Enter the country that this report applies to or press F4 to select it from a list.

This report will only display in the application if the country setting in HQ Company Setup matches the country selected in this field.

Owner

Use this field to set the owner of the report. Only the owner of the report can modify or delete it.

This field defaults with your user account when you create a new report.

This is a required field.

Memo

Enter a memo for the report, up to 255 characters. This field is informational only; it is not used anywhere in Vista™ software.

Description

Enter a description of the report.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Show on Menu

Select this check box if the report should display in the Reports folder in the modules where it is assigned. Reports are assigned to module menus using the Assigned Modules tab.

Do not select this check box if you do not want this report to show on any Report menu.

Force Local Render

The Force Local Render check box in the RP Report Titles form.

Select this check box if the selected report should render locally on your system with custom applied fonts when printing.

Do not select this check box if you want reports to render on the cloud using standard Vista fonts.

Note: This option applies to Crystal Reports only. If you have not customized the font on a report, the report will render with the standard Vista fonts on both the cloud and locally.

Office License Required

The Office License Required check box in the RP Report Titles form.

This check box is not applicable for enterprises whose license model is Concurrent User License (CUL) since all licenses are full access, that is 0-Office. Nearly all on-premises deployments use the CUL license model.

The check box is relevant only if all the following apply:
  • your enterprise license model is Named User License (NUL),
  • you have purchased one or more PM-only licenses, AND
  • you have set the License Type field to 1-PM on one or more user records in the VA User Profile form.
    Note: Only the NUL license model provides the option to distinguish between full access (0-Office) and limited access (1-PM). To learn more, see License Types.

The ability to change whether it's selected or not depends on the report Status, that is, Standard or Custom.

Standard Reports

The check box is disabled on all reports created by Viewpoint. It is selected for each of these reports which are intended for use only by full-access (0-Office) users.

Security permissions you have assigned to the user ultimately determine whether they can run the report and what data they can see in the rendered report. This means that if a PM-license user with security access to a report runs a standard report which has this check box selected, they will still be able to view the report.

However, the system records that user as being a Office-license user for that day.

For more insight to your license usage, see instructions in Assess License Usage. For general information, see About Vista Licensing .

Custom Reports

The check box is enabled on all your custom reports and is not selected by default. All custom reports have these traits:
  • Report ID is 10,000 or greater
  • Status is Custom

For custom reports, this check box controls entries in the Audit Log. Select the check box if you want the system to create an entry for each instance this custom report gets run by a user with license type of 1-PM. For instructions on viewing the audit log, go to View the Audit Log Using the VA Audit Log Viewer Form.

As with standard reports, security access settings ultimately determine whether the user can run the custom report and what data they can see in the rendered report.

Icon Key

This field and the Change Icon button are available only for custom reports that you own. Look for your user account in the Owner field and Custom in the Status field.

Use this field and the Change Icon button to select the icon that is associated with a report. This is the icon that will display next to the report in the Reports folders in the application.

To change the icon that is associated with the report, click the Change Icon button and then select an icon from a list. Once you have selected an icon, the key will populate in this field.

User ID

This fields defaults automatically to your user ID when you print the report shown in the Report ID field. It is not editable.

Duplex

Select a duplex print option from the drop-down list.

Duplex printing is printing on both sides of a sheet of paper. Simplex printing is printing on a single side of a page.

Last Accessed

This field displays the last time the report was printed for your login. Field is for informational purposes only.

Queries: Data Set Name

This field applies to Dashboard Reports only.

Enter the data set that the query belongs to. This field defaults the data set name for the Dashboard report when you click Update Design on the Info tab.

Queries: Query Text

This field applies to Dashboard Reports only.

Enter the text of the query. This field defaults the text of the query for the Dashboard report when you click Update Design on the Info tab.

Assigned Templates: Template Name

This field applies to Dashboard Reports only.

Enter the Dashboard template that you want to associate this report with. Press F4 for a list of templates.

Assigned Templates: Active

This field applies to Dashboard Reports only.

Select this check box if you want this report for available for selection on the specified Dashboard template.