New report setting

A new report setting is the configuration surface where you arrange report tabs, widgets, and report-view options. A report tab groups related widgets in that view.

If you need to…	Go to
Check fields, values, and actions	Understand the report-setting screen
Add tabs or widgets and set options	Configure report tabs and options
Import tabs	Handle import and conditional report-setting branches
Save or review history	Save and review the report setting
Find an existing setting	Reports settings
Maintain an existing setting	Edit report setting

This page covers the fields, workflow uses, and save-related outcomes for the new-setting surface.

Prerequisites

Before you start, make sure you can open /configuration/reports-settings/new and that the page is in edit mode. When the page is editable, Widget, Tab, Save, and Save and Close are available. No field is marked as required on the page. After you change the page, leaving may open a confirmation prompt.

Find the new report-setting page

The new report-setting page is /configuration/reports-settings/new. Use the Reports settings list to find a saved setting, and use the edit page to maintain one that already exists.

Understand the report-setting screen

The screen combines report-content controls with two option readouts.

Field or readout	Type and rule	When it appears
Editable prev. months	Clickable value; no required rule	Edit mode
Time Frame	Clickable value; no required rule	Edit mode
Another role dashboards	Each option is the name of a saved report view available from another role.	Import popup
Select tab(s)	Checkbox group; no required rule	Import popup after a source report has selectable tabs
All (Replace existing tabs)	Checkbox; no required rule	A selected source report has one or more tabs
number of editable Prev. months	Number; no required rule; minimum `1`, maximum `11`	Previous-months popup

The available options are the names assigned to saved report views from other roles.

The page displays the current values for Editable prev. months and Time Frame. The page showed Widget, Tab, Save, and Save and Close.

The page does not mark these controls as required. The tab choices also include inactive entries for Principals Report and Eagle View; they are not available actions.

Check Editable prev. months, Time Frame, and the four available buttons.

If you need to…	Select
Add a report widget	Widget
Open tab choices	Tab
Save and remain on the page	Save
Save and leave the page	Save and Close
Review saved changes	Last Modifications, when available

Configure report tabs and options

Use Widget, Tab, and Time Frame to arrange the report view.

Prerequisites

You are on /configuration/reports-settings/new.
The page is in edit mode.
You know whether you are adding a widget, adding a tab, importing tabs, or changing an option.

Steps

Select Widget to open the widget-adding flow when the setting has a report tab.
Select Tab to open the tab choices.
Choose one route from the tab choices.

If you need to… Select
Create a blank tab Blank Tab
Import tabs from another report setting Import From
Select Editable prev. months to open the previous-months option.
Enter a number from 1 through 11 in number of editable Prev. months.
Select Time Frame to open the time-frame choices.

If you need to…	Select
Create a blank tab	Blank Tab
Import tabs from another report setting	Import From

Review number of editable Prev. months before entering its value.

Review the time-frame readout before choosing a time frame.

Result: The selected tab or widget change and its options are ready to save.

Handle import and conditional report-setting branches

The import route copies report tabs from another saved source. Another role dashboards contains saved sources for other roles, and each choice is shown by its name. The current source and sources without saved report content are filtered out.

Surface	Appears when
Another role dashboards	The import popup is open
Select tab(s)	A source report has one or more selectable tabs
All (Replace existing tabs)	A source report has one or more selectable tabs
number of editable Prev. months	The previous-months popup is open

Prerequisites

You are in edit mode.
You have a source report available for the import route.

Steps

Select Import From.
Select an option in Another role dashboards. Each option is the name assigned to a saved report view from another role.
Choose how to select the imported tabs.

If you need to… Select
Replace the existing tabs with all tabs All (Replace existing tabs)
Choose specific tabs Individual checkboxes under Select tab(s)

If you need to…	Select
Replace the existing tabs with all tabs	All (Replace existing tabs)
Choose specific tabs	Individual checkboxes under Select tab(s)

Open the import action from the tab choices.

Review the source-report and tab-selection area.

Result: The selected report tabs are prepared for the report setting.

Save and review the report setting

After a successful save, the page refreshes modification history. Use Save to remain on the page, or Save and Close to leave after saving.

Prerequisites

You have completed the tab, widget, and option changes you want to keep.
You are on the report-setting page in edit mode.

Steps

Select one save action.

If you need to… Select
Save and remain on the page Save
Save and leave the page Save and Close
Read the result message.
Select Last Modifications when the history area is available.

If you need to…	Select
Save and remain on the page	Save
Save and leave the page	Save and Close

Review the save controls before committing the setting.

Result: A successful save displays Your request was completed successfully, and the page refreshes modification history.

Use the exact message to identify the branch you are in, then apply the corresponding action.

What you see	What it means	What to do
`Your request was completed successfully`	The save sequence completed	Continue on the page or select Save and Close
`An error occurred while processing your request`	A save request returned an error	Review the setting values and select Save again
`You already have this tab in this dashboard`	The selected tab already exists	Choose a different tab or review existing tabs
The import choices are not shown	The import area does not currently show its selectable source or tab area	Open Import From again
Last Modifications is not available	The history area is unavailable in the current page state	Continue with the report-setting work and review history when available

Continue after saving

After saving, use Reports settings to locate the saved setting. When it needs maintenance, open Edit report setting.

New report setting