Specifying report options

The Options subtab specifies additional report options.

Procedure

  1. On the Options subtab, specify or modify any report values, if necessary.
  2. Save the report.
    Note: When a query is set to Active Project and run from the Report Manager, the results depend on whether or not the record is in a capital project. If the record is in a capital project, the results are based on the scope of the project the user is in. If the record is not in a capital project, the results are based on the scope of the project the parent record is in. When the same query is run in a workflow, the results are based on all projects, including the Company Level. To ensure that a query run in a workflow returns the same results as that query returns when run from the Report Manager, use a Set Project task at the start of the workflow.
    Note: The Random Result Count value limits the number of records that a query returns if the query is used in a workflow. The Random Result Count may remove sorting and may or may not return the same results in the subset from run to run. This feature is meant to be used with workflows to limit the number of records returned in the Query task. This Random Result Count should not be expected to operate with other features of the reporting. For example, do not expect the Random Result Count to operate when exporting to Microsoft Excel.