Formatting the Report

The ‘Text’ section at the top of the report screen can be used to change the appearance of the text in your report.

Open

The icons available in this section are explained in more detail in the following table.

Icon	Meaning

Icon	Meaning
Open	Font Size. Select the text that you want to change and click this icon to choose the Font Size you want to apply
	Font Family. Select the text that you want to change and click this icon to choose the Font Family you want to apply. Fonts must be added in the ‘Additional Fonts’ section of Dashboard Configuration>Settings to be available in this drop-down
	Text Colour. Select the text that you want to change and click this icon to choose the Text Colour
	Text Background Colour. Select the text that you want to change and click this icon to apply a background colour to the selected text
	Bold. Applies bold formatting to the selected text
	Italic. Applies italic formatting to the selected text
	Underline. Applies underlining to the selected text
	Text Align Left. Left aligns the selected text
	Text Align Centre. Centre aligns the selected text
	Text Align Right. Right aligns the selected text
	Copy Formatting. Select text and click this icon to copy the formatting that has been applied to the selected text. Copied formatting will remain available for pasting until the page is refreshed or you close or log out of the dashboard
	Apply Copied Formatting. Select text and use this icon to paste formatting copied from another area
	Bullets. Click this icon before typing to create a bulleted list. Alternatively, you can select existing text and change it to a bulleted list
	Numbering. Click this icon before typing to create a bulleted list. Alternatively, you can select existing text and change it to a bulleted list
	Clear List Style. Select text that has a bullets or numbering applied and click this icon to remove the list styling and revert the selected text to normal text
	Insert Link. Click the icon to paste a URL link into your report
	Clear content and Add Image. Removes content and replaces with an image. The URL for the image needs to include http or https e.g. https://www.mywebsite.com/logo.png
	Clear Content. Clears all content from the selected cell

If you want to apply the same formatting to all text in the selected cell, click into the cell and select the formatting that you want to use before entering the text. Alternatively, you can format individual words or sentences by selecting the word/sentence and then applying the formatting.

In the following screenshot, we selected the entire title of a chart in a cell and then clicked the ‘Font Family’ icon to choose a new font.

In the following example, we only selected part of the first sentence and changed the font, font size and font colour on this section only. The remainder of the text is unchanged from the default font, size and colour.

Copy Formatting

The ‘Copy Formatting’ icon can be used to copy the formatting from different areas of the document. You can then decide which formatting you want to apply when you use the ‘Apply Copied Formatting’ icon. To copy formatting, select the formatted text and then click ‘Copy Formatting’. All formatting that has been applied to the selected text e.g. font colour, font size and font family will be copied. You will be able to add several formatting selections using this icon.

Apply Copied Formatting

In the following example, we copied formatting from two different areas of the document. Both selections can be seen when we select a different area of the document and click the ‘Apply Copied Formatting’ icon.

To apply formatting, click on the copied selection that you want to use.

You can remove individual copied formatting by clicking the remove icon next to the relevant selection.

You can clear all copied formatting by clicking ‘Clear This List’.

Clearing Formatting

To remove formatting, select the formatted text and click the relevant icon for example, to remove Font size, click the ‘Font Size’ icon and then click ‘Clear’.

To remove text colour or background colour, select the text and click the relevant icon e.g. ‘Text Background Colour’ and then click ‘Remove Colour’.

Checking which Font you used

If you need to check which font you applied, select the text that has been formatted and click the ‘Font Family’ icon. The font that you used will be highlighted.