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Table of Contents

1.1 Format Settings

Navigate to the various settings for each style outlined below via this menu and subsequent options:

Formatting Type

InstructionsMenu Screenshot

Report Formatting

Image Modified

Use this to edit the overall appearance of your report.

You can edit the format of:

  • overall data, row shading and highlights, header or column locks, cell padding and spacing
  • column and row headings
  • report borders
  • report header and footer
  • report sorting

Column/Row/Measure Formatting

Image Modified

Use this to edit the appearance of individual columns (or rows) in your report.

You can edit:

  • Display: column title, format, show or hide field, suppress duplicates and more
  • Sorting: how the column is sorted
  • Data: style for this column including alignment, font, background, wrapping and more
  • Borders


Conditional Formatting

Image Modified

Use this to apply conditional formatting to individual columns (or rows) in your report.

You can use:

  • Basic (based on chosen field's value) or Advanced (based on another field's value)
  • Style:
    • Cell (cell colour)
    • Text (text colour)
    • Icon:
      • Traffic Lights (green, orange, red, black)
      • Arrows Down (blue, green, orange, red)
      • Arrows Up (blue, green, orange, red)
      • Ticks (green, orange, red)
      • Shapes (green, orange, red)
  • Formatting argument: apply (choose colour) when field (choose operand i.e. equals) the following value/s.

Filter Formatting

Use this to format any filters added in your report.

General filter settings:

  • Where and how filters are displayed
  • Whether filters are automatically applied, remember last value, and other actions

Individual filter settings (select field under Filters heading to change):

  • Description (name)
  • Display value in legend
  • Mandatory or omit
  • Remember value applied
  • Manual or cached values
  • Default value(s)

Section Formatting

Use this to format any sections used in your report.

  • Display (name) and format
  • Style: single page, multiple (page per section) or tabbed (tab per section)
  • Show labels or just section value
  • Style (format): same as body title, table header or custom
  • Summary: totals for each section
  • Sort: how sections are sorted



1.2 Report Title & Description

Here are the default settings for report titles and descriptions, found under Report Formatting.




Report Title:
Colour Code: #3076a5

Report Description:
Colour Code: #696969



1.3 By Report Type

Here are the recommend settings for specific column types in reports, under Column Formatting.

Report Type

Desired AppearanceSettings

Ranking Report


Rank (font): 

Colour Code: #6699cc

Drill Down Report




Drill down hyperlink font:


Colour Code: #6699cc


1.4 By Data Type

Here are the recommend settings for specific data types in reports, under Column Formatting.

Data TypeDesired AppearanceSettings

Sum


Sum style (under Summary for chosen field):

Background Colour Code: #f3f3f3

Average


Average style (under Summary for chosen field):

Background Colour Code: #f3f3f3

True/False



Conditional format the column with Icon Ticks:

Progress/status style: by step with volume


Row banding: apply shading to alternate columns

Background Colour Code: #e7e7e7


Conditional format: when the value is “0”


Background Colour Code: #a8a8a8

Progress/status style: progress bar

Overall progress by Job/Application



Conditional format: convert numeric data to progress bar.


*Use colours from Colour Palette-Gradient Colour set

Progress/status style: candidate assessment progress


Conditional format: convert numeric data to traffic light.


Green = Successful, Complete (Value=3 in this case)
Orange = In Progress, On Hold, Not Started (Value=1 in this case)
Red = Unsuccessful (Value=2 in this case)
Black = Withdrawn (Value=4 in this case)



2.5 Data Alignment

Different types of data look best with different alignment. See the different types of data, and what they are used for, to determine how it should be aligned.

Go to Column Formatting > select field > Data > Alignment to update these settings.


Numbers

Item

Left

Centre

Right

Numbers



V

Percentage



V

Step Number

V

V(if less than 10)


Ranking

V

V(if less than 10)


ID

V

V(if digit number is fixed)


Reference Number

V




Text

Item

Left

Centre

Right

Applicant Name

V



Job Name

V



Job Owner

V



Step Name

V



Status

V



E-mail Address

V



Title

V



Frequency

V



Job Ad Content

V



Job Ad Keywords

V



Yes/No


V



Date

Item

Left

Centre

Right

Year

V



Month

V



Date

V



Timestamp



V


Icon

Item

Left

Centre

Right

Year

V



Progress bar

V



Traffic Light


V


Ticks


V


12. Report Formatting