Static mode for reports: Remove or keep formulas in run report

Some of our users have very large reports, containing numerous cells with formulas, many that are referring to other cells and functions. This might cause performance issues when running reports in the portal. Therefore, we have made it possible to run reports in “static mode”. This means that all formulas are removed in the workbook and the values are replaced with actual cell values.

Users can control the formula settings for a report template from the Report Properties in Report Designer. On the Reporting tab, there is now a Keep formulas in run report checkbox. If this checkbox is deselected, the formulas are removed from the report.

  • The default setting for existing reports is selected (True).
  • The default setting for new reports is deselected (False).

NOTE: This option will not have any impact on budgets.

Keep formulas in run reports

  1. In Report Designer, on the OneStop Reporting tab, click Report Properties.
  2. Click the Reporting tab.
  3. Select the Keep formulas in run report checkbox.
  4. Click OK.

All formulas in the generated report are kept during processing.

Remove formulas in run reports

  1. In Report Designer, on the OneStop Reporting tab, click Report Properties.
  2. Click the Reporting tab.
  3. Clear the Keep formulas in run report checkbox.
  4. Click OK.

All formulas in the generated report are now removed during processing, and the values are replaced with actual cell values. When formulas are removed from a report, it is no longer possible to make calculations in run reports in Reporting.

NOTE: When formulas are removed from the report template, the drilldown will function as normal.

Last modified August 2, 2024