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Pentaho Documentation

Customize an Interactive Report

You can adjust columns, formats, and templates of your interactive report. The columns in the report can be reordered along with the changing of headers and footers. Use the Formatting and General tabs to apply specific formats and templates as well as page layout.

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 a Column Header Name

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

PIR_RenameColumn.png

Perform the following steps to change a column header name:

  1. Double-click the column header.
  2. Type the new header name in the dialog box and press Enter.

Design Report Headers and Footers

Double-click the upper or lower corners of the report to design your report headers and footers.

ssCreatePIRScreen10.png

Use the dialog box to adjust any of the following options:

  • 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 the Format of the Data Values

You can change the format of the data in each column. Click inside a column to apply a format, then click the Formatting tab to choose the appropriate format for the values in your column.

PIR_FormattingTab.png

In some instances, you might notice that your data is already 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.

Copy and Paste Formatting

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

PIR_CopyPasteFormatting.png

If you want to remove the formatting that you applied to a column, click to select that column, then Remove Formatting.

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

Perform the following steps to change the 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.

Perform the following steps t change the 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. 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.

Use a Different Report Template

You can select a different template for your report using the General tab.

PIR_ReportTemplate.png

Perform the following steps to select a different template:

  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.