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

The first set of values is used to describe the report, define where the data will come from, and how the data will be obtained.

• Report Name is a unique name for this report.
  • This value is what is displayed in the Versago menus and at the top of the report page.
• Description is optional but can be useful for explaining the purpose or contents of the report. It is only displayed on this page.
• User Instructions is displayed at the top of the report page. This is optional but can be helpful in providing guidance to the user on how to navigate the report.
• Report Categories are 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 in the blank drop-down box. This category will then be displayed in the list the next time the drop-down is selected.
• 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.

• Roles define the group(s) of users that can use this report.
  • Click in the blank area of the “Role” field to see a list of roles and select as needed.
    • A report may be associated with multiple roles.
    • Click the X on a role to remove it from this report.
• Select the Public option if this report should be displayed in the menu section of Versago’s initial landing page prior to a user logging in.

• Select 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.
    • Use of this option is typically not needed if you are using custom menus for all non-admin users.

1. Report/Chart format is the default “row & column” presentation.
2. 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.
   1. If this option is selected, then the desired number of records must be entered in the “Page Count” field that follows.
   2. If this option is not selected, Versago will present the data in a continuous flow as the user scrolls down the page.
3. Calendar presentation (introduced in Versago 2.2). See the Calendar Reports Configuration page for additional information.