Multi-Tabbed Reports

The multi-tabbed report feature enables the user to display two or more reports on the same page in Bold Reports^® On-Premise.

Manage a Multi-Tabbed Reports

• In order to enable the Multi-tab support, navigate to UMS -> Settings -> Configuration -> reporting/config.xml, set the <EnableMultiTabbedReports> node to true, and then save the changes

  `<EnableMultiTabbedReports>true</EnableMultiTabbedReports>`

This section explains how to create, edit, render, and delete a multi-tabbed reports in Bold Reports^®

• Multi-tabbed reports that are accessible to the user, depending on their permissions, will be displayed on the reports listing page.

Create a Multi-Tabbed Report

To create a multi-tabbed report, the user must have access to reports. An admin user can utilize any report to create a multi-tabbed report, while other users can only use their own reports or shared reports with write permission.

Steps to create a multi-tabbed Report

• Click the [+] icon on the left side of the menu area and select the multi-tabbed report option.

• Fill out the form with the name of the multi-tab report and select the category from the Select Category drop-down menu.

NOTE: The plus icon next to the Select Category drop-down will only appear if the user has permission to create categories.

• After filling out the form, click Add Reports in the Create Multi-Tabbed Reports dialog box.

• Select the category from the Select Category drop-down menu, and the corresponding reports under that category will be displayed in the Select Reports drop-down menu.

• After selecting the reports from the Select report drop-down menu, the Add button will become enabled. Click the Add button.

• Add a minimum of two or more reports to create the multi-tabbed report. The added reports will be displayed in the multi-tabbed report. Edit the tab name of the multi-tabbed reports by clicking the edit icon.

• Edit the tab name and click the check icon to apply the edited tab name. Use the cancel icon to reset the tab name.

• After adding reports to the multi-tabbed reports, click Create.

Open a Multi-Tabbed Report

Users can identify the created multi-tabbed report with the multi-tab badge icon in the report listing page.

• Click on the respective multi-tabbed reports in the list to open it.

• Users can switch between tabs to view the other reports.

NOTE: There are some limitations of Multi-Tabbed Reports are edit, share, favorite, and get link options in the viewer are hidden and users are unable to share the report views with others.