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Conga Support

General Settings

General settings include both format display options and actions related to applying filter(s) to the report.

Format

The general display settings control the display of the filters that require user input in an Analytics Report. For example, the Top N Rank advanced function generates a filter image303.png icon in the Data view, which when selected, displays prompts that allow the user to control the top number of rankings that appear in the report. In the Output view, the User Prompt filter is prominently displayed in the report screen.

image317.png

1

Filter Formatting icon

From the Data view, click on the image301.png icon to display the Filter Formatting window.

2

General Settings option

Ensure Filter Display & Actions is selected.

The categories and fields that can be used to format the filter display in the canvas, and the Format category is expanded.

3

Filter Display list

If you want to change the default location for the display of User Prompt filters, make a different selection in the list. The options are Top, Left, and Left Side Nav.

A User Prompt filter displays in both the Data and Output views and allows the user to control the number of records that display in the report.

4

Apply Link Location radio buttons

If you want to change the default location (i.e., Bottom) for the display of the apply button or link, make a different selection in the list. The options are Top or Both (top and bottom).

This link or button is positioned within the Filter Display.

5

Apply Style radio buttons

If you want to change the default style (i.e., Button) used to apply filter values, select the Text radio button to use a text link to apply filter values.

6

Filter Width radio buttons

If you want to change the default width of the field that displays in the User Prompt filter, make a different selection in the list. The options are Medium and Long, and should be selected if the user’s input in the field will consist of long strings of text or numbers.

7

Display Filter Values radio buttons

If you want to change the default location (i.e., Top) of the legend for the filter values, make a different selection in the list. The other options are Bottom and No (i.e., no legend).

8

Close & Apply icon

Click on the image186.png icon to close the window and apply the formatting to the filter general settings.

Actions

Actions refer to Analytics settings that control the application of filters to your report.

image318.png

1

Filter Formatting icon

From the Data view, click on the image301.png icon to display the Filter Formatting window.

2

General Settings option

Ensure Filter Display & Actions is selected.

3

Actions category

Click the expand icon image319.png to display the options for applying the report filter(s).

4

Autorun Report on Load option

  • When enabled, both the default and remembered filter values are applied to the report and the report is run on the first load. 
  • When tuned off, the report is not automatically run on first load.

5

Remember Filter Values option

  • When enabled, the program remembers the filter values previously applied to the report and loads them on next viewing. 
  • When disabled, the program does not remember filter values previously applied to the report.

6

Drill Filters list

  • When Closed is selected, filters applied to the report as part of the Drill Through process are minimized.
  • When Open is selected, filters applied to the report as part of the Drill Through process are displayed. 
  • When Hidden is selected, the filters applied to the report as part of the Drill Through process are hidden.

7

Minimize Filter Section option

  • When enabled, the filter display is minimized on the first load of the report. 
  • When disabled, the filter display is shown on the first load of the report.

8

Filter Date reference radio buttons

  • Select Current Date to apply pre-defined date periods relative to today’s date. 
  • Select View Last Updated Date to apply pre-defined date periods relative to the date the view was last updated.

9

Close & Apply icon

Click on the image186.png icon to close the window and apply the formatting to the filter action settings.

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