Configure a Report in the List View

The List View on the Report List page offers a limited range of canvas functionality for users who intend to build their report layouts in BI Publisher. In the List View, you can add and configure columns and filters. Additional settings such as grouping, sorting, and colors should be configured using BI Publisher.

To configure a report in the List View:

1. In the object selector, select  Workspace, ﱆ Project,  Portfolio, or  Program, and then select an object name from the list.
2. From the  Main Menu, select  Reports, and then select Report List.
3. On the Report List page, in the table, select a report, select the  Context menu, and then select Edit.
4. In the Report Editor panel, select  List View.
5. In the pane, configure your subject areas and additional reporting options.
6. For each subject area displayed on the report canvas, configure the following options:
   1. Select  Add Columns, select one or more columns to add to the report, and then select OK.

      Notes:

      • Each subject area must have at least one column.
      • Time phased main subject areas must also have at least one time phase row.
   2. In the Custom Heading column, add a custom title for the field.
   3. Select  Configure Filters.

      In the Configure Filters dialog box, configure the following options:

      1. In the Match list, select an option to define the filter conditions:
         • All of the following: Data is filtered only if it matches all the defined rules.
         • Any of the following: Data is filtered if it matches any of the defined rules.
      2. Select Prompt at run to enable users to specify their own data filters when the report is run.
      3. Define filter rules:
         • Field: The data field to which the rule is applied.
         • Operator: The comparison method for the rule.
         • Value: The value against which the rule compares the data field.
      4. Select Apply.
7. Select Save.
8. In the Report Editor panel, select  Close.