Customize the report display attributes

Some of the fields in the reports are customizable. By adding a few configuration parameters to the file, you can customize the content of those fields.

The default fields for the Task Creation Detail report are Member Name, Address, Sex, and Birth Date, which apply to some entity types, but not to others.

Report fields are customized on a per-entity basis. The sample properties listed in the following examples and table are all suffixed with .id, which indicates that they are for the ID entity type. If you are customizing a report for a different entity type, use the correct suffix for your entity type. For example, use .hh for householding records or .patient for patient records.

To change these fields for all reports that use them, add the parameters to the file with the appropriate suffix. For example:,MEMADDR,MEMATTR,MEMDATE,HOMEADDR,SEX,BIRTHDT Name,Address,Sex,Birth Date,,,Date,${stLine1}&ltbr>${city}${,} ${state} 

Because attributes are comma-separated, use ${comma;} if you want a comma to display on the report along with the field values.

Table 1. Parameters for display attributes in the file
Property Description Determines which of the segment codes is used for the customizable fields. They are comma-delimited. Determines the attribute codes to use for the customizable fields. These codes must correspond exactly to the segment codes indicated in the parameter. Determines the text labels for the customizable fields to display on the reports. You must specify a label for each of the attribute codes that are indicated in the parameter. Determines the data types for formatting. Only date and numeric types must be explicitly specified, for special formatting purposes. Text types can be omitted, however the separating commas must remain in place. Determines the individual fields within the attribute segments to display. For instance, the MEMADDR segment consists of data fields stLine1, stLine2, stLine3, stLine4, city, state, zipCode, country, and so forth. You can display the wanted fields by including them as shown in the previous example. Templates are optional, but any supplied values for each attribute segment must be listed in the same order as the segment codes in the SegCodeFilter parameter, separated by commas.