5. Formatting

Report Formatting

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

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

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