Navigate to the various settings for each style outlined below via this menu and subsequent options:
You can also review the recommended styles for specific elements via the In this page box to the right.
Formatting Type | Instructions | Menu Screenshot |
---|---|---|
Report Formatting | Use this to edit the overall appearance of your report. You can edit the format of:
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Column/Row/Measure Formatting | Use this to edit the appearance of individual columns (or rows) in your report. You can edit:
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Conditional Formatting | Use this to apply conditional formatting to individual columns (or rows) in your report. You can use:
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Filter Formatting | Use this to format any filters added in your report. General filter settings:
Individual filter settings (select field under Filters heading to change):
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Section Formatting | Use this to format any sections used in your report.
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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
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.
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