When a report type is available for your report based on the fields you have added, you will be prompted to choose one. For example, if you add fields that apply to more than one Custom Report category
Report Type Visibility Is Permission-Based
Users only see a report type when they have the permission to view at least one of its sections. For example, a user with permissions for Reporting, Learning, and Training will be able to view fields for Assignment, Certification, and Training, but they will not be able to view fields for Compensation or Performance, etc.
Regardless of which report type the user chooses, users will only see field columns based on their permissions.
Report Type Workflow
- Add fields to the report.
- Click the Preview tab, or click the or the button.
- A report type pop-up opens asking which type of report are you building.
- Select a report type from the drop-down. The options display in alphanumeric order.
- Click .
Once you click
The type of report will appear on the Builder and Preview tabs, as well as on the Report Viewer.
Note: Users with "Can View" and "Edit" ability as well as Reporting - Manage permissions can change the report type when accessing the report.
Once you set the report type, you can choose to reset the report. Resetting the report deselects the current report type and re-populates the list of fields to choose from on the left based on fields already selected for use in the report. A new report type can then be selected based on the new field choices that are made.
Clickto reset the report. The list of fields in the Data panel will update to display all fields. The fields and filters you have added to the report will not be lost.
When copying a report that has a report type defined, the report type is copied. Users can remove the report type by clickingso that a different report type can be selected.