Formatting

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Column Heading Names

You are able to amend column names when creating or editing a report.  Either double click to select the heading to change or single click to position cursor within the name to edit.

TIP: Ensure focus is removed after amending the name to ensure the change is retained.

Report Wizard

It is possible to amend the column names at Step 2 and 4 of the report wizard.

Step 2

Add the field from the field tree.  Amend the field within the FieldName column and save the changes by pressing the tab or enter key.

Step 4

Highlight the column headings and amend the details, to retain the changes press the tab or enter key.

Editing a Report

Highlight the column headings and amend the details, to retain the changes press the tab or enter key.

Column Format

You are able to format columns within both grid and pivot reports to the following formats:

  • General
  • Percent
  • 2 Decimal points
  • 4 Decimal points
  • Money
  • Date

To change the column format, right click on the column header and select the Formatting option:

Formatting.png

General Formatting_General.png Cell value is formatted to no specific format
Percent Formatting_Percent.png Cell value multiplied by 100 and results displayed with a percent symbol
2 Decimal points Formatting_2decimal.png Cell value formatted to two decimal places
4 Decimal points Formatting_4decimal.png Cell value formatted to four decimal places
Money Formatting_Money.png Cell value displayed with currency symbol and formatted to two decimals
Date Formatting_Date.png Cell value displayed as a date value

Note: The column format can not be changed for the following fields: Code and Name, Name, Client Code and Client Parent. 

 

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