Report Formatting panel fields

Field

Description

Title

The title displayed on the report and the name of the chart gadget on the interactive dashboard.

If you clone a report that contains a chart, update the chart title in the cloned report.

Left Content (Header)



The header appears at the very top of the report. It is divided into left, center, and right sections.

  • Date. Current date formatted according to the user's preferences.
  • Date Time. Current date and time formatted according to the user's preferences.
  • Logo. The logo file must be called LOGO.JPG for onscreen output or PDFLOGO.JPG (usually a higher resolution image) for Adobe PDF output. These files are in the Reports directory. Logos are not used in CSV or MS Excel output.
  • Page Number. The page number in HTML and Adobe reports.
  • Report Title. The title of the report.
  • Time. Current time formatted according to the user's preferences.
  • User Name. The user running the report.

For more information, see Customizing report charts.

Centre Content (Header)

Right Content (Header)

Show Summary Data

Displays grand totals.

Left Content (Footer)

The footer appears at the very end of the report. It is divided into left, center, and right sections.

  • Date. Current date formatted according to the user's preferences.
  • Date Time. Current date and time formatted according to the user's preferences.
  • Logo. The logo file must be called LOGO.JPG for onscreen output or PDFLOGO.JPG (usually a higher resolution image) for Adobe PDF output. These files are in the Reports directory. Logos are not used in CSV or MS Excel output.
  • Page Number. The page number in HTML and Adobe reports.
  • Report Title. The title of the report.
  • Time. Current time formatted according to the user's preferences.
  • User Name. The user running the report.

For more information, see Customizing report charts.

Centre Content (Footer)

Right Content (Footer)

Group Orders

The name of each column that's included in Group By. For more information, see Select Column panel fields and buttons.

  • Descending sorts the column in descending order.
  • Sorting Option sorts drop-down list captions by the order specified in Translations | Caption Order (Caption Order) or by alphabetical order in the user's preferred language (Translation Order). The default is alphabetical order on Caption Code.

Sort Orders

The name of each column that's included in Sort On. For more information, see Select Column panel fields and buttons.

  • Descending sorts the column in descending order.
  • Sorting Option sorts drop-down list captions by the order specified in Translations | Caption Order (Caption Order) or by alphabetical order in the user's preferred language (Translation Order). The default is alphabetical order on Caption Code.

Column Formatting

For each column that's displayed in the report (except Group By columns), you can set the column total and alignment.

Types of Functions is the column total. For numeric fields this can be Average, Count, Maximum, Minimum, or Sum. For non-numeric fields, this can be Count only.