Modify Element and Report Properties
To enhance the look and feel of your report, modify the properties for the entire report, each element, or a group of elements.
- Open the Properties menu:
- For Entire Report: Click from the toolbar.
- For Single Elements: Right click on any element and select Properties or Format depending on the type of report.
- For Multiple Elements: If elements are on the same axis and in the same tier, control click to select more than one. Right-click and select Properties or Format depending on the type of report.
- Click through the tabs and update the properties. The tabs and options available depend on the type of report and how you have accessed the properties.
- Click Apply once to apply all the changes you've made across the tabs.
- Click or Save and Run from the icon dropdown to see your changes.
NOTE: Any time you modify properties, it overrides previous properties set at any level. For example, if you change the font color to red for a single element, and then change the font color to black for the entire report, all fonts will be black. The reverse is also true: if you change the font color to red for the entire report and then change the font color to black for the one element, the one element will have a black font and the rest of the report will have a red font.
Click from the toolbar and click the Display tab:
Provide a title for the generated report.
Show report information, such as filter conditions and sorting.
Show vertical lines.
For HTML output only, freeze row and column headers for reports with many columns.
Suppress empty rows (contains no data).
Set the Formatting for Columns and Data
You set display options for a report from the Elements Properties dialog. For all columns and their data elements, you can:
Set the column width in pixels.
Format the column header and body (data) by setting the font size, style, background and font color.
Format the Total cell if the selected column is numeric.
Click the Edit properties icon from the toolbar and click the Display tab. You can also right-click the column and select Format from the menu to display this dialog:.
Set Date Display Options
You set the date display options for date column from the Element Properties dialog. For columns with date data, you can specify the date format.
Click the Edit properties icon from the toolbar and click the Display Date Formats tab. You can also right-click the column and select Date Display Format from the menu to display this dialog.
Set Numeric Display Options
You set display options for a report from the Element Properties dialog. For columns with numeric data, you can:
Specify how to display data with zero values.
Show or hide the thousands separator.
Set precision for the decimal point and magnitude to show the true value or in thousands or millions.
Set the display format for negative numbers.
Click the Edit properties icon from the toolbar and click the Numbers tab. You can also right-click the column and select Format from the menu to display this dialog.
To set display options for Total cells on columns with numeric values, such as Amount.
Right-click the Total cell for the numeric column and select Numbers tab or Currency tab from the menu to display this dialog:.
The display options for Totals are the same as numeric columns. On the Currency tab, you can set the currency.
Set up Filters
You can set up filter conditions when creating a model or transaction report. Use filters to narrow the results a report to a particular subset of data.
Click the Filter icon from the toolbar. The Manage Filter dialog is displayed.
This section provides the general steps for setting up filter conditions for either a model or transaction report. The filter criteria for these reports may vary but the steps are basically the same.
To define a filter:
For example, you can filter the report on customers who’s name starts with the letter “a” AND a service that is “Fixed Bid”.
(Model report only) Click the Version drop-down to specify a version for the report. The default is Current Version, but it can be changed to any version that is not hidden.
(Model report only) If more than one modeled sheet is used in the report, select the sheet you want to filter from the drop-down.
To define the first condition, select the column you want to filter by in the first drop-down menu, select the filter criteria, and type the value.
For example, define a filter on the Customer column that begins "wita”.
Note: Text entered as part of a filter that uses a text box is not case-sensitive. The filter will return data regardless of case.
To add another filter condition, click the Plus icon. A new filter row appears as an and statement. Define the additional filter condition.
To add another set of filters, click Add Group. A new filter appears as an or statement.
Click Apply to save the filter.
No error message is displayed if the filter condition results in no valid data. When you run the report, no data will be displayed. Refine your filter to get the desired results.