Report Designer/Format

Report Designer/Format

1. Overview

The Report Designer/Format page allows users to

  • layout and format report header and footer.

  • enter report title and description.

2. Add and Configure Items in Report Header and Footer Layout

  • STEP 1: In the Report Designer, click Format in the left menu.

  • STEP 2: Tick the Report Header & Footer checkbox in the middle panel to enable the Report Header and Report Footer sections with their default layout.

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Figure 2.1

2.1 Add Item Pop-up

You can add a new item using either:

  • Add Item button:

    • Click the Add Item button.

    • An Add Item pop-up will appear.

    • Select an item type from the dropdown and click OK to close the pop-up.

  • Drag and Drop:

    • Drag the desired item type from the middle panel into the Report Header or Report Footer.

    • The new item will appear where you drop it.

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Figure 2.1.1
  • STEP 3: Click on the newly added item to open the Format Properties panel on the right-hand side.

  • STEP 4: Configure the properties in the General Info group.

Figure 2.1.2

For an Image item:

  • Give the image a unique name.

  • Enter the image URL.

  • Set the dimensions.

For a Text item:

  • Give the item a unique name.

  • Enter a value to display.

  • Format the item as needed.

Figure 2.1.3

For a Date Time, Page Number, Horizontal Rule, or Vertical Rule item:

  • Give the item a unique name.

  • The value is read-only and fixed as:

    • {currentDateTime}, {pageNumber}, {horizontalRule}, or {verticalRule}.

Note: System variables and expressions can be used as values for these items.

  • STEP 5: Configure the properties in the Item Formatting group.

For Date Time and Page Number items:

  • Choose the desired display format.

 

2.2 Layout Items in Report Header and Footer Layout

Items in the Report Header and Footer can be:

  • Resized vertically, horizontally, or diagonally.

  • Dragged around to a different position.

  • Deleted if not required.

Note: Headers will not repeat on subsequent pages if your Exporting Orientation is set to landscape.

3. Enter Report Title and Description

  • STEP 1: Tick the Report Title & Description checkbox in the middle panel to display the Title and Description textboxes.

  • STEP 2: Enter the title and description.

  • STEP 3: Configure the properties in the Item Formatting group.

  • STEP 4: Click Save at the top.

 


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