Showing Advanced Options

The previous formatting options, that were displayed on the right-hand side of the screen are now hidden by default. If you haven’t upgraded to the October 2021 version of the dashboard, or you need to access this formatting section, you can click ‘Show Advanced Options’.

Open

Report level

At Report level, you will be able to choose from Portrait or Landscape orientation, add padding to the pages and specifying a Header and /or Footer.

Open

Header/ Footer

The options available on the Header/ Footer section can be used to add:

When users hover over the Image Path field, help text will be displayed that explains the type of image that can be added and indicates any errors when unsupported image paths have been used.

When one of the Header/ Footer options has been selected, you will then be able to choose whether it appears in the Header or Footer section and specify the position e.g. top left.

When you add a Text item to a Header / Footer, use the same Position control to set the position. When you then want to “type” some text in the Text item you click on the blue text area on the Report (high lighted in red below)

Removing Header/ Footer items

If you’ve added header and footer items and no longer want to use them, you can delete them by:

Clicking into the Header/ Footer section in the Report formatting section.

You will see all items that have been added to the report.

Click on the item that you want to remove and click ‘Remove’ at the bottom of the page.

Page level

Page level formatting is used to change the width of the margins on the page. All margins can be set to the same size by clicking the drop-down arrow in the bottom-right corner and choosing a value from the list.

Alternatively, you can set each margin separately by changing the value next to the relevant margin.

To reset the margins to the default setting, click the drop-down arrow in the bottom-right corner and click the ‘Clear’ icon.

Box level

Box level formatting applies to the individual cells on your report. Click into the cell that you want to format, the formatting section on the right-hand side of the screen can be used to change the padding and margins for the selected cell, the options available will depend on whether the cell contains a chart or is a Text Box. If the cell is a Text Box you will be able to change both the Margin and Padding however, if the cell contains a chart you will only be able to change the padding.

To apply formatting, click the drop-down arrow next to the relevant format option. In the example below, we’ve applied a font colour to the selected text box.

The easiest way to remove a text colour is to delete the hex code from the text colour field.

To remove any font size changes, click into the relevant area of the report and click the drop-down arrow next to ‘Font Size’.

Click the ‘Clear’ icon to revert to the default font size.