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Table of Contents


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Page Tree
rootBasic Report Building


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

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You can also review the recommended styles for specific elements via the In this page box to the right.

Formatting Type

InstructionsMenu Screenshot

Report Formatting

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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

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Column/Row/Measure Formatting

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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


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Conditional Formatting

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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)
      • - choose from a wide range of icons available
    • Formatting argument: apply (choose colour) when field (choose operand i.e. equals) the following value/s.

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    Filter Formatting

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    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)

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    Section Formatting

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    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

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    Page Tree
    rootStyle Guide

    Panel
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    Page Treeroot5. Formatting