Advanced report settings
Marketplace managers can customize the default report settings to apply to all reports for their marketplace in the Advanced settings dialog.
These settings can be overridden when a user creates a report and changes them in the advanced settings for their report.
To customize the report settings for your marketplace
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Go to Manage > Marketplace > Settings > REPORTS > Advanced Settings. The Report Settings page opens.
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From the Default Settings dialog, select from the following values:
Field Description Column separator Change the symbol that appears between columns in the report. Date format The date format option that you select determines how dates are displayed in the report’s CSV or Excel file. If you do not change the default setting (Legacy), the columns within the report that you create might use different formats, depending on the report type. If you select another option from the drop-down list, all dates are displayed in the format that you select. Decimal separator Select the type of decimal separator for numerical values. File name template Create a template that defines the report's file name. When the report is created, its file name includes all of the parameters you select, in the order in which you select them. The parameters you select apply only to the report that you are currently generating. If the report is recurring, subsequent reports use the same template. Header format Define the header format for columns in the report. Footer format Select the footer format. The options are No Footer (the report has no footer) and Number of Data Rows (the number of rows is displayed in the footer). Report format Select the report format. The choices are:
CSV—A comma-separated value file is created. If you select a custom column separator under Advanced Settings, it is used to separate columns in your report.
Excel—The generated report is in Microsoft Excel format.
CSV Quote All—The report is a CSV file in which all fields are enclosed in quotation marks.Email the creator of the report when it is generated. Send an email to the person who created the report after the report is created. This also applies to scheduled reports. -
Click Save. The defaults are saved and will appear when a user creates a report. The user can override these default settings in the Advanced Settings panel when they create their report.
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