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Once the data and output styles have been defined through the report wizard you can define the formatting options on the output page to create presentation quality reports.
Main Menu
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The main format menu provides you with access to all the data related formatting options. The formatting options are only visible if the report is in DRAFT mode - once ACTIVE the active menu will be displayed with additional report management features.
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Icon | Menu Item | Description |
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| Hide Table | This allows you to hide the tabular display in the report, showing only chart(s). |
| Show Table | This allows you to display a hidden table in the report output, showing chart(s) and table. |
| Report Formatting | This menu allows you to apply formatting changes that affect the report as a whole.
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| Column Formatting | This menu allows you to apply formatting changes that affect a single field, rather than the whole report.
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| Conditional Formatting | This menu allows you to apply alerts to a field based on defined conditions.
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| Section Formatting | This menu allows you to apply formatting changes that affect to the way sections are displayed.
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| Related Reports Formatting | This menu allows you to apply formatting changes that affect the way Co-Display Reports are displayed.
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| Filter Formatting | This menu allows you to apply formatting changes that affect the way filters are displayed.
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| Annotation | This menu allows you to view and create annotations.
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| KPI | This menu allows you to change the output to a KPI report display for use on a KPI Dashboard Tab.
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| Summary | This menu allows you to create a summary of the report's key metrics and category breakdowns.
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Multi-Chart Canvas | This panel is available when multiple charts have been created on the Charts step of the builder. It allows you to configure your Multi-Chart Canvas.
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See Report Formatting for more information
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