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Completing the User Interactions tab

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Purpose

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Information on this tab describes how the user may interact with the report when it is displayed at runtime.

Report Viewer Commands

These settings control the availability and display of built-in commands within the report display that allow the user to manipulate the report in various ways. You can hide the entire command ribbon, or enable/disable any specific commands. You can also hide the right-hand command menu for column headings in the Report Viewer. See Working with the Report Viewer.

Field

Description

Display Command Ribbon

Choose whether or not to display all of the following Report Viewer Commands. You can also enable or disable any of the specific commands below by clicking the checkbox () next to each item:

Enable Save, Enable Save As, Enable Print, Enable Edit Columns to Include(When selecting Edit Columns To Include, you can reorder columns for list-type reports but not for summary-type reports), Enable Append Column, Enable Edit Report Title, Enable Add Or Edit Chart, Enable Export to Excel, Enable Export to PDF.

See Working with the Report Viewer to learn more about these commands.

 
Display Column Command Menu

Choose whether or not to display the Column Command Menu.

General User Interaction Settings

These settings can be used to hide the report header, control whether and how filter conditions are changed by the user, and allow for custom drill down reports.

Field

Description

Display Report Header Click the checkbox () to hide the report header that displays the report title, date and time of execution, number of rows returned, and the filter conditions that determine which rows are included.
Report Header Commands

Click the checkbox () to display the list of filter conditions as a hyperlink, which when clicked, lets the user change the conditions.

  Enable Filter Changes in Report Viewer
Prompt for filter changes before displaying report

 Click the checkbox () to prompt for changes to the filter before the report is displayed.

Allows the developer to specify a Report Definition rule to use in displaying detailed information about rows included on the report when the user drills down on a summarized value or column.

Drill Down Settings
  Custom Drill Down Report

 The filter conditions from this report and the user's drill-down selection will override those in the custom drill down report, and no parameter values will be passed to the custom drill down report.

The standard Drill Down Report is pyDefaultReport.

Paging

These fields controls paging (for list-type reports only).

Field

Description

Enable Paging

Select to present the list view results in segments — known as pages — each containing a fixed number of rows. Clear to present all rows (up to the Maximum Value count on the Content tab.) Paging is enabled by default.

Tip As a good practice, enable this capability for worklists and for other lists that users need to scan only until they find a row of interest. However, for maximum user productivity, design the selection criteria and sorting in each list view rule to eliminate the need for user paging, or to present as few pages as possible when paging is unavoidable. See Pega Developer Network article PDNPRKB-16205 How and when to enable paging of list view displays.
Paging causes the system to retrieve rows to only a segment at a time on request, improving response time and reducing the size of the clipboard.

At runtime, users may see the busy indicator (Busy indicator) while waiting for a paging operation to complete.

Paging Properties

Complete these fields when you select the Enable Paging checkbox.  

Page Size

Enter a positive integer not greater than 200 to control how many rows appear at once as a report page. Values between 10 and 30 are typical; the default is 50 rows.

Page Mode

The system divides the responses into numbered pages based on the Page Size value. Select to control the presentation of pages:

  • Numeric — Present the first group of N links as page 1, the second group as page 2, and so on, where N is the value of the Page Size field. Numbers 1, 2, ... appear as clickable links. (This is the default mode.)
  • Next/Previous — Use navigation buttons to access the next page, or a previous page
  • Drop-Down — Present all page numbers in a selection list control.

For example, if the Page Size value is 10 and the report contains 107 rows, the first page contains rows 1 to 10, and the last (11th) page contains the final 7 rows.

Page Navigation Alignment

Choose Left, Center, or Right as the location of the page control on the list view display. The default is Right.

Paging Bar Position

Select to indicate whether the page control is to appear at the top of the report display, at the bottom, or both.

Smart Info

Field

Description

Enable Smart info Click the checkbox () to add a SmartInfo icon to each row of a list-type report. When the icon is clicked, additional information about the selected row is displayed using the Content setting below.
Header Enter the header to display for the SmartInfo display.
Content Select the appropriate activity for the enabled smart info, or click
() to create a new activity. This activity must take one parameter, the pzInsKey of the selected row, and return the output of a section rule.
Related topics Working with the Report Viewer
Report Definition rules — Defining and Editing Charts
Report Definition form — Completing the Chart Definition dialog
Atlast Atlas — Standard Report Definition rules
definition Filter

UpAbout Report Definition rules