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versago3:dataview_setup

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Setup

Basic configuration about the data view is defined on the Setup page.

Information

  • Name is a unique name for this data view.
  • Title is displayed in the Versago user menus
  • Category is the grouping mechanism used in the default Versago menu structure.
    • Previously defined categories can be selected from the drop-down list. A new category can be created by typing the desired value and selecting Add from the drop-down.
  • Description is an optional internal explanation of the data view.
  • Instruction is displayed at the top of the user data view page.

Availability

  • Roles define the group of users that have access to the data view.
  • Activate the Public option if the data view should be available prior to a user logging in.
  • Activate the Do not show in menu option when you have a report that you do not want to be displayed in the standard Versago menu structure.
    • The most common use of this option is when the report is only used as a lookup tool in Versago Forms, or as a sub-report in other Versago Reports.

Presentation Format

  • List or Chart format is the default “row & column” presentation.
  • Enable Paging is used in conjunction with Page Count if you want to ensure that a specific number of records are displayed on each page.
  • The Schedule presents the data view in a calendar format. See the Schedule page for additional configuration information.

Connection

* Database is the database connection to be used for the report. See the Database Connections Configuration page for information on configuring database connections.

  • When a connection is selected, the associated database name is displayed in the “Database Name” field.
  • Data Source Type are the various ways to obtain data from a database. The values displayed in the Data Source area will vary depending on the selected Report Object Type. See the Report Data Source Types page for information on how the different types are used.
versago3/dataview_setup.1662562862.txt.gz · Last modified: 2022/09/07 11:01 by dlee