Report tabs and links tab

By default, a report has no tabs. Use the Report tabs & links tab to add tabs to your report, where each tab is a link to another report that you want to display as a tab within the current report.

To add a tab:

  1. Edit a report in DMI.
    (Create a new report or open an existing report and select Edit report from the "..." menu.)
  2. On the Report tabs & links tab, select Add new and describe the tab.

Target

In Target, type or select the name of the report to be displayed on this tab of the report.

  • This has to be the name of an existing DMI report.
  • When you type part of the report name, all matching reports are listed. Select the one you want.
    report name matching

Name

In Name, type the name you want to display for this report tab. It doesn't have to be the same as the target report.

Visible

Visible (Yes, No, or Conditional) determines whether this tab is visible by default.

If you choose Conditional, you need to define the condition in a pop-up window. See Conditional visibility of report elements.

Selected

Selected (Yes, No, or Conditional) determines whether this tab is selected (highlighted) by default.

If you choose Conditional, you need to define the condition in a pop-up window. See Conditional visibility of report elements.

Disabled

Disabled (available starting in NAM 2018) determines whether this tab is enabled by default.

  • If you choose Yes, the tab you are editing will be visible, but it will be disabled and you will not be able to select it.
  • If you choose Conditional, you need to define the condition in a pop-up window. See Conditional visibility of report elements.

New window

New window determines whether this tab will open in a new window.

Annotation

Annotation add a Further analyze in the current context expand control to the report and inserts this row's link to the annotation. You could, for example, create five related links on this tab, each with Annotation selected, and those five links will be displayed when you click Further analyze in the current context on your report.

Delete

Delete removes that row's tab or link from your report.

Clone

Applies to NAM 2019+

Clone creates a copy of that row's tab. The new row appears immediately under the row in which you click Clone, but you can drag it to a different position to change the tab order.

Edit

Edit () displays advanced configuration options for that tab. Make any needed changes and then select OK.

Passing filters determines how filter values will be passed to the target report for this breadcrumb.

  • Pass all dimension and filter values as filters to target report
  • Keep the current state (filter values) of this report
  • Do not pass anything to the target report by default

Time range defines the time range for the target report and decide whether it needs a finer time resolution.

  • Target time range (is not changed or is taken from report)
  • and time granularity (remains the same or is increased)

Custom rules is a list of rules that will be applied if you select this tab. Add rules to fine tune the context passed to the target report. Each rule has a status. Make them all green to finish a rule definition.

  • = You have not finished defining the rule.
  • = Conflicting actions are detected in your rule.
  • = Your rule definition is valid and ready to use.

Add new rule opens an editing line for adding a rule to the Custom rules list.