Formats (Manage)
At the right side of the screen, you may see the all the details of the Format that you will select. Additionally, here, you may click on the Edit button which will open the Edit Format Screen from where you can change attributes.
Filtering
You can also filter the list by typing the Name of the Format.
Options
The actions that can be performed on a Format by clicking on the Settings button next to the Preview column are Copy and Delete. Copy will Copy the format by adding (Copy) at the end of the Name. Delete is for Deleting the Format.
Create new format
By clicking on the + New Format button, you will open the New Format Window. Here, the Name of the Format is mandatory field. The Attributes are divided in two groups Font and Charts. All of them are explained below. After the save Button is clicked, the list is avaliable for selecting when creating report.
Attributes
Font Attributes
| Attribute | Description |
|---|---|
| Name | The name should be something that is easy to recognize when building report like: Default_bold_underline |
| Font Size | The font size defines the size of the font to be applied, the default Font size is 14 pixels (if a value is not set this will be the default) |
| Font Style | The font style can be one of the following: Normal, Bold, Underline and Italic. Combinations are allowed. |
| Font Color | The font color defines the color of the text |
| Background Color | The backcolor defines the color of the background |
| Scale | The scale defines how the numbers should be scaled. |
| Precision | Defines the number of decimals used for presenting the number. Options are 0-10. |
| Aligment | Defines how the column header should be aligned horizontally. Options are: Left, Middle, Right. This attribute is only supported for: Columns List. |
| Vertical Alignment | Defines how the column header should be aligned vertically. Options are: Top, Middle, Bottom. This attribute is only supported for: Columns List. |
| Spacing | When None is selected: no blank lines will be added |
When Thin is selected: a column will be displayed with a thin line on the left side, a row will be displayed with a thin line above the row item When No is selected: no lines will be displayed for a column or row When Thick is selected: a column will be displayed with a thick line on the left side, a row will be displayed with a thick line above the row item | |
| Left Indent | The indent attribute defines the number of blank spaces before to put in front of the List Item. This attribute is only supported for: Rows List. |
| Empty Headers |
Chart Attributes
| Attribute | Description |
|---|---|
| Bar / Area Style | Choose one of the available Bar/Area Styles |
| Line Style | Choose one of the available Line Styles |
| Chart Line Color | Color of the Line |
| Dash Style | Choose one of the available Dash styles |
| Chart Line Width | Select the width of the Chart Line |
| Marker | Defines the look of the marker. Few are available for selection |
| Marker Size | Defines the size of the marker |
| Marker Color | Defines the color of the marker |
Color Picker
The Color Picker allows you to select any color you would like to assign to a Format.
Example
Below you can find an example of an unformatted report:
Now, let's say, you want to modify this report by adding some formatting. On the example below the following formatting is applied:
- For Columns headers - Font color and Back color are modified
- For Columns "12 Month Total" and "12 Month Avg" - Font style and Back color are modified
- For Rows headers "Gross Sales" and "Gross Margin" - Font color, Back color, Font Size and Font Style are modified
- For Rows "Net Sales, Total", "Gross Margin, Total" - Line Above is applied
- For Cost of Goods Sold - Scaling is changed in millions
When making use of linked formats and the linked format needs to be reused, it is possible to make it the same as with shared lists.
