How to Customize the Look and Feel of Dynamic Reports

The Format option in Dynamic Reports allows you to customize the look of your Dynamic Report based on requirements. A range of formatting options like text and background colors, text formatting options (bold, italics, underline, double-underline), text alignment, etc. are available. All customizations are retained and exported to the report outputs, such as PDF and Excel. To learn more about all formatting options in a report, click here.

To change the look and feel of your Dynamic Report, do the following:

1. Navigate to Reports.

2. From the File Cabinet, locate and select the required Dynamic Report.

3. On the report setup page, select the cell that you want to change, and then click Format. The formatting panel appears.

4. Select the required formatting options. The customization is applied to the selected cell immediately. In the following example, format options like cell border, text and background color, text bold are used.
   

5. Click Save to save the formatting changes.

6. From the More menu, click Export to Excel or Export to PDF to download the Dynamic Report as an Excel or a PDF file, respectively. All customizations appear in the exported versions.