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Knowledge and Support - Adaptive Insights

Matrix Report Builder Toolbar Descriptions

Icon Description
reportViewerSave.png Save, Save As, Save and Run
Save the report, Save as, Save and Run the report as HTML, PDF or export to an Excel file.
runReport.png Run, Run As
Run the report, Run as HTML, HTML in a new window, Run as Excel, or Run as a PDF.
reportShowSheets.png Show Sheets
Hide or display the Spreadsheet Tab axis at the bottom of the page for repeating reports.
reportProperties.png Show Sheets
Manage report properties, including display properties such as adding vertical lines, numbering the rows, showing a total row count and/or suppressing empty columns.

Display tab: Set the properties of the overall report, suppress blank rows, include cell notes, allow row expansion, show splits in accounts, suppress rows if all zeroes or blanks, suppress rollups, show logos on reports, set default line note location, and much more. Turning off the ability to expand or collapse rows reduces the number of calculations the report requires, and may cause it to run more quickly.

Suppress Rollups conceals rollups of expanded elements in the Matrix Report builder. It also hides expand/collapse controls in HTML reports.

Checking Suppress Rollups unchecks and disables:

  • Show total rows at bottom 
  • Allow rows to be expanded 

Style Tab: Set the column width in pixels, alter header and data font sizes and colors. 

Conditional Formatting Tab: Set, add, or remove conditional formatting rules

Numbers tab: Set how zeroes display, select precision, choose a thousands separator, pick a magnitude, preview the formatting, and select a format for negative numbers.

Print Parameters Tab: Set parameters for Excel and PDF report output. This includes Orientation & Paper size, Color Management, Scaling, Number of Copies, and Margins.

Charts Tab: Set the type of chart as None, Bar, Pie, or Gauge.

reportEditProperties.png Element Properties
Manage the properties of a selected element.

Alternate method to edit element properties: 

  • Right-click the element in the design area and select Properties from the menu. 
  • Double-click an element in the design area. 

Rename tab: Change the Display column title. 

Style tab: Change the formatting of the element. 

Numbers tab (available only for numeric elements): Change the numeric formatting, such as displaying zeros, precision, show thousand separator, magnitude, and negative number format. 

Currency tab (available only for Totals row for numeric elements with currency): Select a currency type.

Move Left, Move Right
Move selected element to the right or left. 

Other move methods:  Right-click and select Move left or Move right from the menu. 

Move Up, Move Down
Move the selected element up or down. 

Other move methods: Right-click and select Move up or Move down from the menu. 

Delete
Select the element and press Delete on your keyboard:

  • Right-click and select Delete from the menu. 
  • Drag an element to the Delete icon in the toolbar. 
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