Customize a report

Prev Next

Customize a report layout to add, remove, or move the objects that you need.

For details about product features, usage, and best practices, click ? or Help.

  1. Select MenuReportingQueries & Reports. Select the Reports tab.

  2. Select a report and click ActionsEdit, then perform the required actions.

    Action

    Steps

    Customize report headers and footers

    Headers and footers provide information about the report.

    The 6 fixed locations in the header and footer contain different data fields:

    • Header fields: The header contains 3 fields. One left-aligned logo and 2 right-aligned fields, one above the other. These fields can contain one of the 4 values:

      • Nothing

      • Date/Time

      • Page Number

      • User name of the user running the report

    • Footer fields: The footer contains 3 fields. One left-aligned, one centered, and one right-aligned. These 3 fields can also contain the listed values and custom text.

    To customize the headers and footers, perform these steps:

    1. Click Header and Footer.

    2. By default, reports use the system setting for headers and footers. If you do not want this, deselect Use Default Server Setting.

      To change the system settings for headers and footers, select MenuConfigurationServer Settings, then select Printing and Exporting and click Edit.

    3. To change the logo, click Edit Logo.

      1. If you want the logo to be text, select Text and enter the text in the edit box.

      2. To upload a new logo, select Image then browse to and select the image on your computer and click OK.

      3. To use a previously uploaded logo, select it.

      4. Click Save.

    4. Change the header and footer fields to match the wanted data, then click OK.

    Remove elements from a report

    You can remove elements from a report if no longer needed.

    1. Click the arrow in the top left corner of the element you want to delete, then click Remove.

      The element is removed from the report.

    Reorder elements in a report

    You can change the order in which elements appear in a report.

    1. To move an element, click the title bar of the element and drag it to a new position.

      The element positioning under the dragged element shifts as you move the cursor around the report. Red bars appear on either side of the report if the cursor is over an illegal position.

    2. When the element is positioned where you want it, drop the element.

  3. Click Save.