Field Description

You can perform the following actions on the Static Report Set page:

• Reload - Click the Refresh icon to reload the report.

• Save - Click the Save icon to save the report.

• Save As - Click the Save As icon to save to change the name of the report or make a duplicate.

• Add Rows - Enter the number of rows in the field that you want to add and click the Add Rows icon to add rows to the grid.

• Remove Rows - Enter the number of rows in the field that you want to delete and click the Remove Rows icon.

• Move Row Up - Click the Move Row Up icon to move the rows within the grid.

• Move Row Down - Click the Move Row Down icon to move the rows within the grid.

• Copy - Click the Copy icon to copy existing rows.

• Paste - Click the Paste icon to paste the selected rows.

• Format Painter - Click the Format Painter icon to copy the format of a cell and paste the format to other cells. The text and data format is copied from the source cell to the target cell.

  Note:

  The Format Painter icon is disabled when you select multiple cells.

  You can copy the format and paste to all cells, Report Set lines including row, column headers, merged lines, excel formulas. The data format can be copied and pasted to the Report Set line only. The format is retained when you Save, Run, Refresh, Save As, Copy, and export a Report Set.

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

• More- Click the More icon to add lines and rules and perform the following grid actions:

  • Add Lines & Rules

    • Single Dimension - Select this to add multiple lines and rules at once from a single dimension. You can select the required dimension member from the Add Lines & Rules window as displayed in the image below. Using a single dimension, you can bulk upload Report Set lines from a dimension in a Report Set.

  • Grid Actions

    • Gridlines On/Off - Select this to show or hide gridlines.

    • Freeze On/Off - Select this to turn freeze on or off.

    • Show/Hide Row Header - Select this to show or hide the row header. This option is available only for Modern Static Report Set.

    • Show/Hide Column Header - Select this to show or hide the column header. This option is available only for Modern Static Report Set.

    • Show/Hide Formula Bar - Select this to show or hide the formula bar. This option is available only for Modern Static Report Set.

    • Show Excel only Formula / Show All Formulas - Select this to display only excel formula or all formulas. This option is available only for Modern Static Report Set.

  • Output

    • Print - Select this to print the Report Set.

    • Print Setup - Select this to apply print settings based on your requirement.

    • Export to Excel - Select this to export the Report Set to excel.

Show/Hide/Re-arrange Columns

Select the Show/Hide/Re-arrange Columns icon to show, hide, and re-arrange the columns based on your requirements. You can drag and drop a column to reorder in the Show/Hide/Re-arrange Columns drop-down list. The column settings are retained when you access the Report Set next time and export a Report Set to excel.

Enable Modern Features

Select this toggle button to convert the Classic Report Set to Modern, and all the new features will be displayed in the Report Set.

Format

You can format the lines and data in the grid, as well as 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 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 - Display data in a number, percent, or currency format.

• Currency Alignment - Select to display a space between the currency symbol and data or no space.

• Number Format

  • Decimal- Select the number of decimals you want displayed.

  • Negative Numbers- Select how you want negative numbers displayed.

  • 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 navigate 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 that you want to apply. For example, if the row is greater than zero then it will appear in 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 Report Set.