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Pentaho Documentation

Customize the Look of an Interactive Report

Overview

Explains how to use the formatting tab to change the appearance of your report.

You can use the Formatting tab in the left pane to change the appearance of your report, including font color, size, text alignment, background color options, and more.

Use a Different Report Template

You can use the General tab in Interactive Reports to select a different template for your report.

PIR_ReportTemplate.png

  1. Click the General tab, then use the left and right arrows to scroll through available templates.
  2. Chose a template by double-clicking on it.
  3. Click Yes or No when prompted whether to keep that formatting display.

The report display is updated to reflect the new template.

Change Page Format and Orientation

Interactive Reports creates a portrait mode page in Letter format (8.5" x 11") by default. You may want to change the page orientation or format.

PIR_PageFormat.png

For page orientation:

  1. Click the General tab, then click Page Setup.
  2. In the Page Setup dialog box, click the appropriate icon.
  3. Click OK to save your changes.

For page format:

  1. Click the General tab, then click Page Setup.
  2. In the Page Setup dialog box, choose the correct page format for your report.
    1. Page margin measurements are displayed in the lower part of the dialog box. You can adjust the measurements as needed.
  3. Click OK to save your changes.

Edit Report Headers and Footers

You can design your report headers and footers in a variety of ways. To get started, just double-click the upper or lower corners of the report and try any of the following customizations.

ssCreatePIRScreen10.png

  • Delete any existing words, or enter a new header and press <ENTER>.
  • Click Date and press <ENTER> to insert a date and time stamp in the page header.
    • You can customize the date and page count by adding your own text, such as, Today: $(report.date), instead of using the default, $(report.date).
  • Click #/Pages and press <ENTER> to insert the number of pages in the report.

Change a Column Header Name

You can customize your column headers to make them more descriptive or simple.

PIR_RenameColumn.png

  1. To change a column header name, double-click the column header.
  2. Type the new header name in the dialog box and press Enter.

Reorder and Adjust Columns

To change the order of columns in your report, choose the column you want to move, then drag it to the desired location. Alternatively, choose the column you want to move, click the down-arrow, and choose Move (Left or Right) from the menu.

ssCreatePIRMoveColumn.png

To adjust a column's width, choose the column, then click the vertical line that divides the column headers. Move the line left or right to adjust the column width.

CreatePIRColumnWidth.png

Change the Format of Numeric Values

If your column contains numeric values, you may need to change the formatting associated with those values. Click inside the column you want to format, so it appears selected.

In some instances, you might notice that your numeric values have already been formatted. For example, money symbols are already included in sales figures. Such formatting is inherited from metadata associated with the data source. However, you can override inherited formats whenever you want.

PIR_FormattingTab.png

  1. Click to highlight the column that you would like to format.
  2. Click the Formatting tab at the left, then choose the appropriate format for the values in your column.

Apply Copy/Paste Formatting

Once you have one column formatted the way that you want, you can use the Copy formatting/Paste formatting options on the Formatting tab to copy the column formatting to other columns in your report.

PIR_CopyPasteFormatting.png

  1. Select the column that contains the formatting you want to copy, then click Copy Formatting.
  2. Select the column to which you want to apply that format and click Paste Formatting.
  3. If you want to remove the formatting that you applied to a column, click to select that column, then click Remove Formatting.