Report Builder - Formatting

Overview

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

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.

1. Subject Tabs: these are used to format distinct components of your report. For example, when the Report option is selected, all the menus relate to the entire report, but when the Columns option is selected, all the menus relate to a selected column.
   The tabs become available when different components in your report are enabled. So if you have filters on your report, you will have a Filters option, otherwise it's hidden.
2. Report Menu: this menu allows you to Save, Copy, Delete, and Reset the Format of the report.
3. Edit Menu: this allows you to access each step of the report builder, as well as the chart builder
4. Export: this menu allows you to export your report results to various formats such as PDF and DOC.
5. Style Options: these menus provide options for formatting the body of your report.
6. Display Options: these menus provide options for formatting the components outside of the main table/chart.
7. Report Options: these menus provide options for security and historical data sets, as well as report information.
8. Close: click this button to close the current report. If your report is in draft mode you will be prompted to save it.

See Report Formatting for more information

Column Menu

The format options related to the selected tab and allow you to change the style and layout of the selected object (Table, Column, Section etc).

See Column Formatting for more information

Section Menu

The format options for sections allow you to change the display, style, summary, and sorting settings.

See Section Formatting for more information

Related Reports Menu

The format options for Related Reports allow you to change the way the secondary reports are displayed.

See Related Reports Formatting for more information

Filters Menu

The format options filters allow you to set the display, entry style, general format, and action options.

See Filter Formatting for more information