Report Title

This section explains how to change the title of a Report.

  1. In the right panel, click on to enable the Edit Mode.
  2. Click on the title of the Report.
  3. In the new window, change the title in the text area and set a layout with the available options.
  4. Click on OK when you are done.

Editing the main title of a Report

Unlike the section titles that you place to structure your Report, the main title of the Report can benefit from Variables.

Dynamic Variables can be used to add complimentary information in the main title of the Report. They automatically retrieve all existing variables in Nectari and display their values so that you can use them for automatic updates.

In this drop-down list, different Variables are presented. Those beginning with:

Use the ##CurrentEnv variable to display the current environment.

Use the GetMonthDesc() variable to retrieve the description of the month.

Use the GetMonthDescFiscal() variable to retrieve the description of the month according to the beginning of the fiscal year. For example: GetMonthDescFiscal(value,startFY) => GetMonthDescFiscal(2, 12) will retrieve the second month when the fiscal year is starting on December, i.e., January.

Use the LastDayOfTheMonth(@@CURYEAR, @@CURMONTH) variable to display the last day of the current month.

Use the LastDayOfTheMonthFiscal variable to retrieve the last day of the month according to the beginning of the fiscal year. For example: LastDayOfTheMonthFiscal(2020, 11, 4) will retrieve the last day of the fourth month when the fiscal year begins in November 2020.

Using Dynamic Variables with Reporting Tree

If you use the Reporting Tree, Dynamic Variables can be very useful in changing the main title of the Report, for instance, to display a title that better corresponds to the selected Node.

  • In the Dynamic Variables drop-down list, select ReportingTreeFilter() and click on the + sign to add it to the text field.
  • Click on OK.
Note

When no Node is selected, the Dynamic Variable will show All for the description in the title.

If a Node is selected, the Node description will be displayed in the title.