Defining Reporting Settings

Use the Reporting page to view information about your connection to Data Warehouse and to set search and data point values for the tabular view and chart view.

You can also set the parameters that will be used when generating the .pdf version of the report.

To view Data Warehouse connection information

• If you are successfully connected to the Data Warehouse, Data Warehouse was last refreshed on <date> <time> appears. <date> and <time> are displayed in your current preferred format.
• If you are not connected to the Data Warehouse, Cannot connect to the data warehouse appears.

To define report search settings

• For a Tabular View, in the Maximum search results in Export and Printable View box, enter the maximum number of search results that you can export to Excel and print in Printable View.
• For a Chart View, In the Maximum number of data points allowed in chart display, enter the maximum number of data points allowed when executing a chart.

To set .pdf parameters for reports

The Default Page Settings section lets you define the parameters that you want to use when generating a PDF version of the report:

• In the Orientation section, click the appropriate position for the report. Options are Portrait (default) or Landscape.
• In the Margins section, select the appropriate margin settings. You can use inches or centimeters by selecting an option in the Unit field. The default setting is 0.5.

Each Header and Footer area of the .pdf is divided into three sections. In each section, you can add one of the following options:

• Report Title
• Page #
• Page # of #
• Run Date
• Run Date/Time
• Logo

You can make a selection in one or more sections or leave all sections empty. Long lines of text will span across empty sections. For example, it you type a long string of text in section one of a header, and nothing in sections two and three, the text in section one will span across all three sections.

Note: These settings apply to graphic and tabular reports that are exported as .pdf files and reports that are set up to run as .pdf's on an automatic schedule.