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Format Self Service Reports

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Format Self Service Reports

Header and Footer Formatting

Format the header and footer rich text snippet widgets of your self service report to provide information about the report data. Provide context, link external resources, or add images.

As you add and update your text, use keyboard shortcuts to undo and redo formatting changes. If you employ custom attributes in your environment, incorporate them as needed.

use to format the look and feel of this widget

Format options include:

Formatting Option Description

Text Style (Paragraph Level Format)

Three text style options are available for formatting the text of your snippet at the paragraph level. After making a selection, you can apply additional format options as needed.

  • Body: Default text format.

  • Header 1: A bold text format, larger than Body and Header 2.

  • Header 2: A bold text format, larger than Body and smaller than Header 1.

Align

Align your paragraphs. There are four alignment options:

  • Align Left: Select to left align a paragraph.

  • Align Center: Select to center align a paragraph.

  • Align Right: Select to right align a paragraph.

Bold

Apply bold formatting to selected text, if the default text style is not bold.

Italic

Apply italic formatting to selected text.

Underline

Underline the selected text.

Bullet List

Select to start a bulleted list. Alternatively, select text and convert it to a bulleted list of body text.

Numbered List

Select to start a numbered list. Alternatively, select text and convert it to a numbered list of body text.

Add Image

Select to insert an image. Opens the Add Image work area.

  • Provide an Image URL to include an image; Composer imports the image into the rich text snippet (header or footer).

  • If needed, provide Alternative Text for your image.

Note: Keep your header and footer image sized between 200kb and 500kb for optimal rendering performance.

Clear Formatting

Select to clear color and font formatting (bold, italic, underline) from a paragraph.

Conditional Formatting

Conditional formatting increases report generation time significantly. A report with conditional formatting can take from twice as long to significantly longer than an equivalent report without it. Conditional formatting in complex reports exported to PDF format place a higher load on your environment, resulting in a percentage of error rates.

Self service reports support conditional formatting on reports with and without grouped data. You can apply conditional formatting rules as you would for a table visual. See Configure Conditional Formatting.

Use the conditional formatting sidebar menu to apply conditional formatting to data and grouped data

 

 

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