# New report setting

## 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](#understand-the-report-setting-screen) |
| Add tabs or widgets and set options | [Configure report tabs and options](#configure-report-tabs-and-options) |
| Import tabs | [Handle import and conditional report-setting branches](#handle-import-and-conditional-report-setting-branches) |
| Save or review history | [Save and review the report setting](#save-and-review-the-report-setting) |
| Find an existing setting | [Reports settings](doc:configuration-reports-settings) |
| Maintain an existing setting | [Edit report setting](doc:configuration-reports-settings-edit-record) |

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.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e6941896f46cc65126cde07f3603b93a.png)

| 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

1. Select **Widget** to open the widget-adding flow when the setting has a report tab.
2. Select **Tab** to open the tab choices.
3. 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** |

4. Select **Editable prev. months** to open the previous-months option.
5. Enter a number from `1` through `11` in **number of editable Prev. months**.
6. Select **Time Frame** to open the time-frame choices.

![Review **number of editable Prev. months** before entering its value.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/26b03aa4e55863050056ba4f2be94b51.png)

![Review the time-frame readout before choosing a time frame.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/26b03aa4e55863050056ba4f2be94b51.png)

**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

1. Select **Import From**.
2. Select an option in **Another role dashboards**. Each option is the name assigned to a saved
   report view from another role.
3. 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)** |

![Open the import action from the tab choices.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/dc7c996cf982d1bd1966abb776a635de.png)

![Review the source-report and tab-selection area.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/dc7c996cf982d1bd1966abb776a635de.png)

**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

1. Select one save action.

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

2. Read the result message.
3. Select **Last Modifications** when the history area is available.

![Review the save controls before committing the setting.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/23c2b5301146c37365a9f9dfa1a7347b.png)

![Review **Save and Close** before leaving.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/23c2b5301146c37365a9f9dfa1a7347b.png)

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

## When saving or navigation goes wrong

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](doc:configuration-reports-settings) to locate the saved
setting. When it needs maintenance, open [Edit report setting](doc:configuration-reports-settings-edit-record).