Relationship Form – Info Tab

The Info tab of the Relationship form allows the user to describe the relationship or connection. Asterisk (*) fields are required.
Relationship Form – Info Tab

Selected Relationship

1. Selected Relationship
Once a relationship is selected, its details are displayed in the Relationship form tabs.


2. Edit
Click the pencil icon to enable editing.

Selected Tab

3. Selected Tab
The currently selected tab of the Relationship form.

Info Fields

4. Info Fields
  •  Name: describes the concept of the data being retrieved
  •  Description: documents additional information about the relationship
  •  Display Type*: determines how the relationship is portrayed; available options are based on the report type chosen
  •  Enabled: checked by default; determines if this relationship is displayed in the report


5. Save
The Save button saves the information currently entered in the Relationship form and disables editing. A warning pops up if a required field has not been completed. This Save button only saves this Relationship form; it does not save the overall report design (use Save Report in the Ribbon Bar for this).
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