Standard reports´ appearance can be customized using the Table Visual Settings feature.
- Changes will only be visible to the user who made the change and will disappear when another report is opened
- If you want to keep the modified report view, you must save the report as a report shortcut. The custom report can then be found in the Report Shortcuts section of Gallery, where the layout changes you've made are saved. For more information, see 'Report Gallery and Saving a Report Shortcut'
The Visual Settings window is divided into five tabs from which the color and size of different parts of the table can customized. If necessary, the display settings can be restricted to report output only by selecting the 'Show Print / PDF Format' option at the top of the window. In this case, all the settings made in the table appear only on the printout. If the selection is not used, all changes will be reflected both in the program itself and in the report printout.
The first tab determines what information is displayed in the upper left corner of the table.
The title is automatically determined based on the letter abbreviations found in the field. If necessary, you can also use your own title in the field.
Supported abbreviations are:
Full identifier of the orgnization level
Organization level identifier
Selected report row or account
Year of completion
Month of completion
Identifier of the dimension and dimension object
Name of the dimension and dimension object
Identifier of the dimension object
Name of the dimension object
Name of the dimension
Identifier of the dimension
Period to be reported
The second tab defines the column width of the first column, the font size, the font color, and the fill color of the cells.
The font size of the header can be edited in the third tab.
The fourth tab defines the width of the cells containing the values, the font size, the font color, and their fill color.
The last tab determines whether the name and ID or just one of these are shown on the report for accounts and organizational levels. It is also possible to change the calculation method of the percentage columns in the income statement if several organizational units have been selected for the report.