Understanding the Format Option in Static Report Set

Click the Format icon to open a pane where you can format the lines and data in the grid, and add conditions such as, equal to, not equal to, and so on.

Line

• Style - Apply bold, italic, underline, or double underline. Select a font, font size, font color, and background color.

• Alignment & Indentation - Select to align right, center, or left. Select the right or left indent.

• Borders - Select border options and border color.

• Miscellaneous- Apply the following line settings to the Report Set:

  • Header

  • Data

  • Header and data

  • Separate Header & data

When you run a Dynamic Report with the Report Set, the formatting is retained.

Data

• Display As - Select the format in which you want to display the data in the report. The options available are number, percent, or currency format.

• Currency Alignment - You can define the alignment of the currency symbol to the data using this option. You can choose to have space between the symbol and data or no space.

• Number Format

  • Decimal- Select the number of decimals you want to display in the Report Set data.

  • Negative Numbers- Select how you want to view the negative numbers in the Report Set data.

  • Reverse Sign- Select any of the following to change the value of the data:

    • Reverse Sign - Changes the value to positive or negative based on the actual sign.

    • Negative to Positive - Changes negative values to positive values.

    • Positive to Negative - Changes positive values to negative values.

    • None - Retains the value without changing its sign. This is the default value.

You can also change the value using the Reverse Sign column available in the grid. If you select an option from the Reverse Sign column, the same option is displayed as selected in the Reverse Sign drop-down list.

• Number Scale - Select how you want the number scale displayed.

• Display the thousand separator - Select to display the thousand separator, For example, 5,888 or not 5888.

Miscellaneous

• Precedence - Select row or column.

• Variance - Select the required value from the drop-down list.

• Solve Order - Enter the solve order value.

Conditional

• Add Condition - Click to add conditional formatting to the Report Set.

• Reference Line - Select the reference line in the Report Set from the drop-down list or select a row in the Report Set.

• Condition 1 - Displays once you select the reference line and click Add.

• Condition - Select a condition from the drop-down list you want to apply. For example, if the row is more than zero, it will appear green.

• Apply - Select this if you want to apply the condition to the Report Set row.

• Remove All - Select this to remove all conditions from the Report Set.