In Assette, the creation of dynamic and accurate client reports relies heavily on the effective use of Data Objects. One crucial component of Data Objects is the configuration of Data Settings, which determine how and when data parameters are applied during the report generation process. This article focuses exclusively on Generation Time Data Settings, sometimes simply referred to as Generation Settings due to their prominence at the top of the Generation screen.
What Are Generation Time Data Settings? #
Generation Time Data Settings are parameters that are specified at the time a report is generated. Unlike Design Time settings, which are configured during the Smart Shell or Smart Page creation and remain static, Generation Time settings allow for dynamic input, enabling the report to be adjusted by the end user in just a few clicks.
Configuring Generation Time Data Settings #
To configure a Data Setting as a Generation Time Setting, you need to first open the Data Object Editor and then clicking on the Data Settings Tab. Scroll down until “Display at” can be seen and selecting “Generation Time”. In doing so, you designate that the setting will be surfaced when the report is being generated— meaning that users generating the report will be prompted to provide input for these parameters.
Limitations and Considerations #
- Dependency on User Input: The accuracy of the generated report relies on the correct input from the user at generation time. Ensure that users are trained and aware of the importance of entering accurate information.
- Data Availability: The data corresponding to the input parameters must be available in the system at the time of report generation. If data is missing or outdated, it may impact the report’s accuracy.
Best Practices for Generation Time Data Settings #
- Pre-Define Necessary Parameters: Ensure that all required Dynamic Fields are included in your Data Objects and templates, corresponding to the Generation Time parameters you intend to use.
- Validate User Input: Implement validation rules where possible to ensure that the input provided at generation time is in the correct format and valid for the report.
- Provide Clear Names: When setting up Generation Time settings be sure to use meaningful names for the setting.
- Test Thoroughly: Before deploying templates that use Generation Time Data Settings, conduct thorough testing with various inputs to confirm that the reports generate correctly and display the expected data.