Skip to content

Standard Properties

This common set of properties applies to every report, so the Standard Properties page is presented as part of the Edit Report page for every report.

The table below lists the fields on the Standard Properties page and describes their usage.

Field Name Description Required?
Name The name for the report instance - shown on the My Reports window as the report's name and on the Report Results page when the report is run Yes
Previous Result Action Determines what is done with the results of previous runs of this report when it is run again

Rename Old - renames existing report results by appending a numeric value to them
Rename New - renames the run results of the new report by appending a numeric value to it
Delete - deletes any previously generated report results for this report, replacing them with the new results
Cancel - prevents the report from running if a previous result exists
Yes
Description Brief description for the report - shown on the My Reports window as the report's description (defaults to the report template's description) No
Allow Concurrency Determines whether more than one instance of the report is allowed to be running at a time No
Scope Assigns a scope to the report which allows it to be seen and used by any user authorized to that scope; this is the easiest way to implement report sharing No
Email Recipients Names Identities to whom the report results should be emailed when it is generated; these users can view the report results but are not required by the system to act on them in any way No
Require Signoff Determines whether anyone is required to sign off on the report; when this is selected, the Signoff Properties section of the form appears where the email template and signers are specified; a work item is created for each of these signers No
Initial Notification Email Specifies the email template for the email that is sent to notify the signers of the report work item created for them Yes, if signoff required
Escalation Specifies whether reminders should be sent or escalation should be enacted for the signoff work items. If either or both are selected, additional parameters specifying the timing of reminders/escalation are displayed and must be entered Yes (though None is the default)
Signers Specifies the Identities who must sign off on this report.These Identities receive a notification email and a work item is created. Yes, if signoff required