Article Content
Overview
A Report view is required in order to display a report to end-users within an activity. A Report view is a report-type data visualizations that display object data through elements.
User Account Requirements
The user account you use to log into Resolver must have Administrator permissions.
Related Information/Setup
For more information on activity views, please refer to the Views Overview article.
For more information on creating reports, please refer to the Creating a Report article.
Navigation
- From the Home screen, click the Administration icon.
Administration Icon
- From the Administrator settings menu, click the Admin Overview link.
Admin Overview Link
- From the Admin Overview screen, click the Applications tile under the Application Management section.
Applications Tile
- From the Admin: Applications screen, click an application with the activity you'd like to edit.
Admin: Applications Screen
From the Admin: Edit Application screen, click an activity that you want to add a view to.
Admin: Edit Application Screen
From the Admin: Edit Activity screen, click the Add View button under the Views section.
Add View Button
Creating a Report View
- In the Name field, enter the name of the view. The name will appear as a header below the activity view.
Name Field
- (Optional): In the Description field, enter a description, which appears when a user has opened the activity view.
Description Field
- (Optional): In the Basic Markdown Formatting section, you can apply Markdown formatting to the text. Click the Expand icon to view popular formatting styles.
Basic Markdown Formatting Section
- From the Object Type or Assessment dropdown menu, select an object type or assessment to specify which objects will be available in the activity view.
Object Type or Assessment Dropdown
- From the Workflow States dropdown menu, select one or more assessment or object type states to specify which objects or instances will be displayed based on their current states. Workflow state options are based on the option selected in the Object Type or Assessment dropdown.
Workflow States Dropdown
- From the View Action dropdown menu, select Report.
View Action Dropdown
- From the Define Report to Show dropdown menu, select a previously created report to display.
Define Report to Show Dropdown
- From the Display Options dropdown menu, select one of the following display options:
- Show view title when empty: Shows the activity view's activity title when the view has no data to display.
- Hide view title when empty: Hides the activity view's activity title when the view has no data to display.
Display Options Dropdown
- From the Max Items Per Page dropdown menu, select how many items you'd like shown per page, with options for 10, 30, 50, or 100 items.
Max Items Per Page Dropdown
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From the Sorting Options dropdown menu, select from Created On, Modified On, Name, Unique ID.
Users can select whether to sort an activity view by Ascending or Descending by selecting a corresponding radio button. By default, the sorting option is set to ascending.
Sorting Options Dropdown
- Click the Create button to add the activity view.
Create Button