Setting Report Thresholds

Not all reports support thresholds. The ability to configure exception threshold values is determined when the report definition is created in Report Builder.

To set a report exception threshold:

1. If you are a standard mode user, go to your home page. If you are an advanced mode user click the Hamburger icon  in the menu bar to show the tools menu. Then select Reporting > Reports and navigate to the required folder.

2. In the list of reports, locate the report for which you want to set a threshold, then click the report name. The report opens.

3. Click Thresholds. The Thresholds page is displayed.

4. Click the corresponding Add button. 

   The maximum number of thresholds that can be added to a report column is five.

5. A dialog for adding and editing thresholds is displayed. Perform the following actions:

   • Specify the threshold condition and the formatting for the report cell once the condition has been met.

   • Select the condition from the drop-down list (Note: some conditions will only be available on numeric columns)

     • = (equals)

     • <> (does not equal)

     • IIN (If In) – Enter a comma-separated list of values to match.

     • Between – Two value fields will be displayed. Enter the lowest and highest value (non-inclusive)

     • < (Less than)

     • > (More than)

     • <= (Less than or equal to)

     • >= (More than or equal to)

   • Choose from the formatting style and color options until the example report cell is styled as desired.

6. To change an existing threshold for a report column, click on it to show the threshold dialog.

7. When you have finished, click Save to commit your changes. When there is more than one threshold on a single column, thresholds are applied in order, starting from the top. The style of the first threshold that is satisfied is used.

It may take a few seconds for the new threshold settings to be applied to the report.