Overview

In a tabular report, each row represents an individual record: a document, document version, study, product, etc. Reports with multiple reporting objects show rows grouped by the primary object.

Adding Columns

By default, new reports include a column showing the Name field for each reporting object. You can add columns to show additional fields.

1. Select Edit Column(s).
2. In the Edit Column to Display dialog, fields are grouped and color-coded according to their related object (Product, Document, etc.).
3. Choose fields from Available Columns and move them to Displayed Columns. Note that the Restore link here reverts the displayed columns to the last saved values.
4. Select Save.

Row Character Limits

There is no maximum number of columns. SiteVault only allows up to 21,884 characters per row. In some cases, viewers may see the following error message when they attempt to run the report: “The total number of characters in some of the report rows exceeds the maximum. Remove some columns and run the report again.” Certain field types (picklist, object references, and user references) use a large number of characters. When creating or editing reports, be aware of how many of these fields you include; including more than ~10 could result in errors.

Setting Column Aliases

You can rename a column in the report viewer and export report results by setting a column alias. This is only available if you select Enable filter and column aliases under Advanced Options during report creation.

1. Select the pencil icon in the column header.
2. Enter an Alias. Remove the alias by clicking Clear.
3. Select OK.

Adding Groups

Use groups to organize your documents by a specific field. You can create up to two levels of grouping, for example, you could group a document report by Product and then by Marketing Campaign.

1. Select the Group rows by dropdown menu and choose a field.
2. Add a secondary grouping by selecting Add field to group by and choosing another grouping field.
3. Select Save.

Defining Functions on Fields

If you group rows in a tabular report, you can add several aggregate functions on text, number, and date fields. You can only select one function per field. SiteVault does not support aggregate functions on long or rich text fields. To add an aggregate function, select the Function dropdown on a grouping in the report editor and select a function.

Sorting Results

By default, reports sort on the Name value for the primary reporting object. You can set a different sort order.

To sort results for the primary reporting object:

1. Select a column header to sort by that column. SiteVault sorts (ascending) by this column’s value.
2. To sort descending, select the column header again. The column header shows an arrow indicating the current sort (up for ascending and down for descending).
3. Select Save.

If you apply a grouping to report rows, you can set the sort order for the groups:

1. In the Sort groups by dropdown list, choose a sort order.
2. Select Save.

You can also sort on any field for an up object that the primary reporting object references.

Setting Column Width

By defining a column width in the report builder, SiteVault saves the setting and applies it when any user views the report. Users can also modify column widths when viewing, but these changes are not saved.

1. Move your cursor to the line between two columns.
2. Drag the line to resize the columns.
3. Select Save.