Understanding Types of Static Report Sets
  • 1 Minute to read
  • Dark
    Light
  • PDF

Understanding Types of Static Report Sets

  • Dark
    Light
  • PDF

Article summary

This article provides an overview of different types of Static Report Sets and their differences.

Types of Static Report Sets

There are two versions of Static Report Sets:

  • Classic Report Set - This static report set is compatible with modern browsers but lacks formatting options like font and border customization.

  • Modern Report Set - This static report set supports advanced formatting (e.g., font styles, number formats, conditional coloring) and improved visual control.

A Classic Report Set can be saved as a Modern Report Set by using the Enable Modern Feature toggle button on the toolbar. This toggle converts a classic report into a modern format with enhanced styling options.

Capital Expense Report Set with line items, formulas, and metadata; "Enable Modern Features" toggle is off in the top right.

Additionally, the Version column on the File Cabinet page differentiates between Classic and Modern Report Sets.

Report list showing labels, types, access dates, and a Version column distinguishing “Classic” and “Modern” formats.

Note:

  • Add, edit, save, save as, and copy Classic Static Report Sets from a modern browser. An existing Classic Static Report Set can be modified and saved from a modern browser, and the audit log is updated accordingly.

  • Freeze On/Off, Grid Headers On/Off, and other toolbar options are saved and applied for a Classic Report Set when accessed from modern browsers.

  • All toolbar options are available when a Classic Static Report Set is accessed from a modern browser, as per user security and report access settings.

Add, edit, save, save as, and copy Classic Static Report Sets from a Modern browser. An existing Classic Static Report Set can be modified and saved from a Modern browser, and the audit log is updated accordingly. Freeze On/Off, Grid Headers On/Off, and other toolbar options are saved and applied for a Classic Report Set when accessed from modern browsers.

Difference Between Modern and Classic Report Sets

This section outlines the key differences between Modern and Classic Report Sets.

All Classic Report Sets work in modern browsers. Furthermore, the Version column differentiates between Classic and Modern Report Sets.

Fields

Modern Report Set

Classic Report Set

Font Name

Available under Format > Line > Style

Not available

Font Size

Available under Format > Line

Not available

Color

Available under Format > Line > Border

Not available

Outside Borders

Left Border

Right Border

Double Bottom Border

Available under Format > Line > Border

Not available

Apply On the drop-down list

Available under Format > Line > Miscellaneous

Not available

Absolute check box

Not available

Available under Format > Data > Display As

Currency Alignment

Available under Format > Data

Not available

Negative Number drop-down list

Available under Format > Number Format

Not available

Absolute for Number Scale check box

Not available

Available under Format > Number Format

Display Thousand Separator check box

Available under Format > Number Format

Not available

Precedence

Available under Format > Number Format

Not available


Was this article helpful?