General

The General tab is as shown below - here..

Figure 1 - The Report Properties > General tab

The properties on this tab are as follows:

• Name - the current name of the report. You can edit the name here if required.

Note: The Report name can be a maximum of 64 characters long.

• Data Source – the name and ID of the data source that the report uses.
• Last published – the last time when the report was published.
• Public – if checked, the report will be an Open, public report, accessible via an open link without login. The link will be displayed when the property is selected and the report has been published (go to Publishing the Report for more information).
  Note that not all Reportal features are available to public reports. Features that are not available include the "Admin Menu" (Filter page, language settings, export options), the "Update data" components, and "Drilldown". Parameters can however be used.

Note: If the Update Data component is included on a page in the report (go to Updating the Data on the Report Page for more information), then the report cannot be published as a Public report.

• Offline – if checked, the report will not be accessible online. Use this if for example you do not want viewers to be able to access the report while a new version is being prepared.
• Use Test Data – if checked, test data will be used in the report instead of data from the production database.
• Enable dynamic page update - when selected, pages will support partial update. Then if the report viewer changes filter values, only the part of the page affected by these filters will be updated. Note that if this property is set on the Report level, it will apply to all pages in the report and cannot be turned off on the individual page level. This setting is by default on for new reports and off for existing reports.
• Exportable – if checked, the report viewers/end users will be able to export the report. The report administrator can define how many exports each end user can order (go to About Access Control on Reports for more information).

Note: The Report Export (Exportable) and report access via Public link are Reportal add-ons and are subject to payment.

• Use BitStream Files – (only for Legacy database) if checked, the report will use BitStream files in the tables. Response data can be converted to the data format as a recurring task which incrementally adds new and modified survey data to the BitStream files (go to BitStream Files Overview for more information). When this box is checked, the Week 1 property is introduced – see lower in this list.

Note: If the Optimized database is used (see the Forsta Professional Authoring documentation for more information) then BitStream Files are obligatory so the Use BitStream Files option is not available.

• BitStream Variant - (only for Optimized database) Two different BitStream file sets can be generated; one for the Reportal report and one for Rapid Results reporting. Under most circumstances you should keep the two types separate, but if for some reason you need to use the same type for both applications then you should select to use the Rapid Results file set. Rapid Results reporting and the Reportal report will then always display the same data.
• Reportal BitStream Files - (default value) creates the variant required for Reportal reports.
• Rapid Results Data - this variant is only relevant for Panels, where you can create several different BitStream sets using different cuts of the data.

Note: For Forsta Plus projects (both Optimized and Legacy) you can create only two different BitStream file sets: The Rapid Results file set (which is used in Rapid Results in Express and Professional and the Results tab/Topline report in Professional Desginer) and the Reportal file set. However using Panel Management rules in Panels, you can create several file sets taking different cuts of the data. Then for Panel projects in Reportal, the drop-down list will include the BitStream file sets you have created in panel rules (with the names you have assigned to them there).

Important
You must ensure that the Rapid Results BitStream Files are updated for the report in Authoring before you attempt to use the Rapid Results Data option here. In the event the Rapid Results BitStream Files are not updated in Authoring and Rapid Results Data is selected, an error message will be displayed.

• Tabulation Engine - two choices of tabulation engine are available. The difference between the engines affects only reports using weighted data, with tables using Std. Deviation, Error and Variance Calculations (go to APPENDIX C: The Tabulation Engine Versions for more information).
• Default Language – choose the default language of the report, i.e. the language the report will be displayed in if the user has not selected a specific language.
• Time Zone Offset – the server time of the Forsta Plus server will be used in the date calculations. For Forsta SaaS users, this will be Dallas (Texas, USA) time (CST, i.e., GMT-6) for clients on the USA server, and London time (GMT) for clients on the UK server. If you wish the time-stamps to be adjusted to a different time zone, set the time zone offset in the report properties.
• Week 1 – when reporting on weeks, specify here which rule is to be used to decide the first week of a year. Note that this property is only available for BitStream reports – see higher in this list. The options are:

• First Day – indicates that the first week of the year starts on the first day of the year and ends before the following designated first day of the week, irrespective of how many days the first “week” may contain. For example, if First Day of Week is specified as Sunday, and 1st January falls on a Friday, the first week of the year will only have two days – Friday and Saturday.
• First 4-day Week – indicates that the first week of the year is the first week with four or more days before the designated first day of the week. Week 1 can therefore start for example on 3rd January.
• First full Week – indicates that the first week of the year begins on the first occurrence of the designated first day of the week on or after the first day of the year. Week 1 can then start for example on 6th January.

The first week based on the "First day" value can have one to seven days. The first week based on the "First full week" value always has seven days. The first week based on the "First 4 day week" value can have four to seven days.

• FirstDayOfWeek – when reporting on weekdays, the first weekday in the list will depend on the setting in “FirstDayofWeek” in report properties.
• Weight Model – weight models can be applied to the report as a whole, or to any elements in the report (folders, pages, tables). The weight models must be defined in Forsta Authoring before they can be applied to the elements in the report. The drop-down in this property contains a list of the weight models defined for the survey on which this report is based. Select the required weight model from the list and save the change to apply the model to the report. Refer to Weighting in the Forsta Professional Authoring documentation for further information on creating weight models.
• Personalized Filter Status - select whether a personalized filter question is to be used for the report. The options are:
• Default -
• On - Personalized filters can be used in this report.
• Off - Personalized filters are not used in this report.
• Personalized Filter Question - if any questions can be used as personalized filters, they will be listed here. Select one from the list. Note that a question must be of type SINGLE, and it must either be a regular single question, or a single question mapped to a self-referencing hierarchy, for it to be listed. In addition, it must also be indexed (the property "Indexed" must be selected for this question in Authoring (Designer > Question Details > Properties).
• Allow multiple selection - (only for hierarchical reports) controls whether end users who are assigned multiple report bases can view and compare results from more than one of these bases within the same personalized results. Note that selecting this will remove the need for the previous “Re-enter Report” functionality for end users who have multiple bases assigned, should they wish to change to one of the assigned bases. By default, results for all assigned bases will be shown for the user.
• Report languages – if you want to make the report available in several languages, click to open a new window where you can select the languages.
• Filters – click the button to open a new window with all available filters (go to Filter Designer Overview for more information).
• Keywords - Keywords may be used to categorize specific types of Reportal reports (for example "Demos", "E-SAT"), etc and can then be used when searching the report list to filter and identify such reports.