Customize an Interactive Report

Use these options to fine-tune an interactive report.

You can change columns, headers, formats, page setup, and templates.

Reorder and resize columns

Drag a column header to a new location.

Or, select the column header menu. Then select Move > Left or Right.

Move Interactive Reports columns

Resize a column by dragging the header divider left or right.

Change Interactive Reports column widths

Change a column header name

Double-click the column header.

Type the new name. Then press Enter.

Change Column Header Names

Design report headers and footers

Double-click the upper or lower report corners.

Design Report Headers and Footers

Use the dialog box to update the header or footer:

• Replace any existing text.

• Insert a date and time stamp.

  • Select Date. Then press Enter.

  • Optional: Add custom text, like Today: $(report.date).

• Insert a page count.

  • Select #/Pages. Then press Enter.

Freeze the top row in HTML output

Select Sticky HTML headers rows on the General tab.

This freezes the header row for HTML (Single Page) output.

Format column values

Select a column.

Select the Formatting tab.

Pick the format for the column values.

Change Data Formats

Some formats come from the data source metadata. You can override them.

Copy and paste formatting

Use Copy formatting and Paste formatting on the Formatting tab.

This applies the same format to other columns.

Copy and Paste Formatting

To remove your changes, select the column. Then select Remove Formatting.

Customize page format and orientation

Interactive Reports uses Letter (8.5 x 11 inches) and Portrait by default.

Use Page Setup to change the page size or orientation.

Change Page Format and Orientation

Change page format

1. Select the General tab. Then select Page Setup.

2. In Page Setup, select a page format.

3. Optional: Update the margins.

4. Select OK.

Change page orientation

1. Select the General tab. Then select Page Setup.

2. In Page Setup, select an orientation icon.

3. Select OK.

Use a different report template

Select a different template from the General tab.

Report Template General tab

1. Select the General tab.

2. Use the arrows to browse templates.

3. Double-click a template to select it.

4. When prompted, select Yes or No to keep formatting.

The report updates to match the new template.