Create the Reader Tab Material

To create a cluster report query, follow the steps in the Creating a Cluster Report article. Confirm that your cluster report query is in a Folder called Reader-Reports with the Sharing setting checked. To add your cluster report to the reader, follow these steps:

1. Click Database in the top navigation bar and select Workflows.

2. Open a workflow and click the Reader Tabs tab.

3. Click the pencil icon in the top right corner to Edit Reader Tabs.

4. Hover over any reader tab with a type of Material and click the Edit Material icon (the first icon on the far right), or select Material from the palette tool to create a new reader tab.

5. Within the reader tab, select Cluster Report from the palette tool.

6. Select your query from the Query dropdown. If there are multiple cluster report queries in the Reader-Reports folder, make sure that they have distinct names.

7. Optionally, add filters to the reader tab material to determine which records should display the cluster report.

8. Drag the cluster report reader tab material to the correct order within the reader tab.

Testing and Adjusting the Cluster Report

Open a test record's application in the Reader and click on the tab that contains the Cluster Report to view the data as it is currently configured:

Now that you see the report within the Reader, you can add or remove data points (exports) and modify their display in the cluster report query.

From the cluster report query, click Edit Query and then Edit Report Options in the right side menu to adjust name, page orientation, margins, and the items’ column widths. The columns for each export will be of equal sizes, and can be adjusted with the Column Width setting (set in inches, where the cluster report is an 8.5” x 11” sheet). If columns require variable sizes, open each export to adjust the Display Width of each one. When possible, adjust column size after the exports have been finalized.

Cluster report queries run at the time an application is opened in the Reader. Since the query must finish running before the results can display, it can take a few seconds for the cluster report to render.

Important!

Slate caches materials and auto PDFs that appear in the Reader for a short period of time. The cached copy always expires when Slate registers a change to the record. If you are adjusting the cluster report query but do not see the updates reflected in the Reader right away for your test record, you can force-expire the cache from the record that you are working with.

1. Open the record in a separate tab outside of the Reader.

2. Click Edit on any of the record’s custom tabs.

3. Without making any changes, click Save.