• The Visible checkbox indicates if the column is to be displayed in the report. When the checkbox is selected (the default) the column is displayed. Use of this setting is helpful when you have columns that are used for filtering and linking but do not need to be displayed.
• Field Name shows the column name from the source query and data type provided from the data selection. It is provided for information only and cannot be changed.
• Display Field Name is what the user sees when the report is displayed. The default value is the “Field Name” when the report is created. The display name is almost always changed to something that will make sense to the end user.
• The Display Title option provides a way to suppress the display of the column name in the report. When the checkbox is selected (the default) the column header is displayed. If the checkbox is cleared the column header is not displayed.
• Data Type shows the data type of the column. This is the same information as shown in parentheses in the “Field Name.” It is provided for information only and cannot be changed.
• The Column Total checkbox provides a way to automatically display page and report totals for numeric columns.
• When this option is selected, the page total of the column is displayed at the bottom of each page, as well as the report total.
• The Display Order column indicates the sequence in which columns are displayed and can be used to change the display order. See the Changing Report Column Order section for more information.
• Numeric values can be used to present KPIs (Key Performance Indicators) markers. See the Defining KPIs section for more information.

Supplemental field controls are exposed by clicking the icon at the left end of a row on the “Field Display Details” tab of the report wizard. The additional controls are presented directly below the selected row.

All rows will display the “Is Groupable,” “Sorting Options,” and “Column Formats” options. Additional options may be displayed depending on the specific format selected.

1. Is Groupable causes the output to be automatically grouped for each unique value in the selected data.
   1. Only one value can be marked as “groupable.” A message is displayed when moving to the next step if multiple grouping items are found. The message indicates which item will be used for grouping.
2. The grouping set in the report definitions can be removed when the report is executed but cannot be changed by the user.
3. Sorting Options are ascending and descending. Select the desired option from the drop-down list.
   1. Sorting is applied based on the display sequence of the columns. You may need to change the display sequence to get the sorting you desire.
4. If no sorting option is selected, the data is presented in whatever order it is read from the database.

There are several Column Formats available. Their use depends on the type of data being reported. Usage is outlined in the following table.

Note 1

An additional column named Culture is displayed when the Currency, Date, and DateTime options are selected. This column has a drop-down list of formatting options for the data type. This allows the presentation to be easily tailored to different locations. The current culture designation is for this value in this report. It cannot be set to change based on the user. So, a user in the United States and a user in Great Britain will see whatever format is selected even through their local cultures use different formats.

If you need to report date and time values in a specific format, it may be necessary to use the SQL Convert function in the SQL Select for the report and present the value as a text value. More information on the SQL CONVERT function, and available formats, can be found here: https://docs.microsoft.com/en-us/sql/t-sql/functions/cast-and-convert-transact-sql.

Note 2

Any files that are to be accessed using the “File” option must be in a folder location that can be accessed by Versago and Windows IIS. What this means is that files will need to be in a network share (e.g. \\ShareName\Files) that can be accessed by Versago, not in a typical file path like “C:\Data\File.txt”.

Also, keep in mind that any user that has access to the report can download any file listed in the report. If certain files should be available to certain group(s) of users, different reports may be needed.

Multipurpose Internet Mail Extensions (MIME) types identify the types of content that can be served to a browser or a mail client from a Web server. Since Versago is a browser-based application, any file types that may be downloaded must be defined to the web server.

The most common file types (PDF, XLXS, TXT, DOCX, etc.) are already defined in IIS (the Windows web server). The general process to add/maintain MIME types is described here: https://technet.microsoft.com/en-us/library/cc725608(v=ws.10).aspx.

One MIME type that is not defined by default is for Outlook email messages. These files have the extension .msg. Specific steps to add this MIME type are found here: http://blogs.catapultsystems.com/rhutton/archive/2013/10/25/unable-to-open-outlook-message-file-in-web-browser-msg/.

It is possible to calculate values at the time a report is executed and present them as a new column. This is done using the [Add Calculated] and [Update Calculated] buttons on the “Field Display Details” page.

See the Calculated Fields section for more information.