Report display name

Sets the name of the report displayed in the administration interface.

Report code name

A unique name that serves as an identifier of the report, for example in the API or URLs.

Report category

Shows the category under which the report belongs. You can move the report to a different category by selecting one from the drop-down.

Allow public users to see this report

Indicates if the report should be visible by public users if it is published on the website using a reporting web part.

Connection string

Sets the database connection string used by the report's components (graphs, tables and values) when loading data. You can override this value for individual components by editing their details.

Only users who have the Set connection string permission for the Reporting module are allowed to change this property's value.

The system retrieves the list of connection strings from the <connectionStrings> section of the application's web.config file. The (default) option represents the CMSConnectionString added by the application's initial database installer.

You can check the Inherit box to load the value from the Default report connection string setting configured in Site Manager -> Settings -> Security & Membership.

You can use reporting connection strings for the following scenarios:

•Retrieving data from a Separated on-line marketing database

•Restricting the database-level permissions of reporting queries via a connection string with a limited database user

Enable subscription

If enabled, users with the Subscribe permission for the Reporting module are allowed to subscribe to the report and its components (graphs, tables or values).

This setting is also available when configuring the details of individual components. Subscribing to specific components is only possible if both settings are enabled.

Insert

Inserts the selected item at the current cursor position in the report's layout.

New

A dialog window is opened where you can create a new graph, table or value.

Preview

Displays a preview of the selected item in a new window.

Edit

Allows you to edit the properties of the selected item (in a new dialog window).

Delete

Deletes the selected item.

Clone

Allows you to quickly create a copy of the selected item, including its configuration. You can then modify it as required.