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Customizing Report Output in Report Viewer
Customizing Report Output in Report Viewer

This article explains how to customize reports through the Report Viewer explaining how to style cells and charts and manage data columns.

Updated over a week ago

In the Report Viewer you can make changes to the style, formatting, and data of the report. These changes can be saved to the original report, to a new copy of the report, or as a user report, by clicking the Save changes icon.

Caution: If you make any changes, you must save them before closing the Report Viewer or you will lose them.

What is a user report?

A user report is a customized version of a report that is specific to you. User report changes are saved separately from the report design, and will only show when you run the report yourself. These can be useful if you want to make changes to a locked report.

Click on the below links for details:


Styling Data Cells

Right-click a cell to open the style menu. Using this menu you can set custom styling for the following: Font, Size, Color, Background color, Text decoration, Alignment, Word wrap. Styling applies to all cells of the same type in the group; affected cells are outlined by a yellow band.

For group cells with dynamic data from fields or formulas, use the Conditional Filter list to apply styling to only the cells that meet a certain condition. For each of the following options, styling applies to the cells of the same type in the group that meet the specified condition:

Note: Select a condition before selecting the styling.

  • Apply to all — All cells

  • Apply to equal values — All cells with the same value as the selected cell

  • Apply to unequal values — All cells with different values than the selected cell

  • Apply to greater values — All cells with values greater than the selected cell (larger number, later date, or alphabetically subsequent)

  • Apply to greater than or equal values — All cells with values greater than or equal to the selected cell

  • Apply to lesser values — All cells with values less than the selected cell (smaller number, earlier date, or alphabetically preceding)

  • Apply to less than or equal values — All cells with values less than or equal to the selected cell


Styling Charts

Right-click a chart to open the chart menu. Using this menu you can swap to a different Type of chart, change the color Theme, change the location of the Legend, and change the Sort order of the data series.


Managing Data Columns

Each column on the report has a light gray control box at the top of the page. Change the width of the columns by dragging the control left or right. Sort by a column by clicking the control. To hide a column, right-click the control and select Hide Column from the list.


Setting interactive sorts and filters

Reports can have some additional filters and sorts saved on top of the base report. Click the splitter icon to open the sidebar to manage interactive sorts and filters.

Filterable fields can be narrowed down to select values or to a range of values. If a data field is not available to filter, click the Add Item icon to add a filter for that field. To remove a filter, click the Delete Item icon.

The order of sorted fields can be swapped between ascending and descending.

You can also add conditional filters to hide rows where the cells do not meet a certain condition. To do so, right-click a cell to open the style menu, select a condition from the list, then click the Edit Filter icon. Conditional filters are shown in the sidebar.


Next Collection: Templates - Report Wizard


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