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Available options in the Data Tab

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Image Modified      Refresh.  Refreshes either the formatting or the report

 Image ModifiedReport Formatting.  Formats  the fonts, rows and cells. You can also add borders, headers,                    footers, titles etc

Image Modified      Column Formatting.  Allows you to format the columns to amend the title, add prefix or suffix,                   remove decimal points, sort the data, add borders, change the font etc

Image Modified   Conditional Formatting.  Allows you to format a column and colour code the writing or add an                   icon if a certain criteria is met.  For instance, if the figure/fact is higher than, lower than, equal                 to, is a null etc

Image Modified      Smart Analysis.  Allows Energy Intelligence to suggest visualisations such as graphs, pie                         charts, line graphs, maps etc.  There are over 50 different visualisations in EI

Available options in the Chart Tab

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Reset.  This resets either the formatting Image Modifiedor the chart

Image Modified   Chart Settings.  This changes the size and position, the style and interaction.  For instance,                    you may want the chart below the table or customise the pie chart colours width etc

Image Modified  Title.  You can rename the table and change the fonts etc

Image Modified   Legend.  Allows you to state where you want the legend to be, add a border, shape etc 

 Image Modified    Axis.  You can format grid lines, add a plot or chart border etc

Image Modified     Background.  Lets you add things like a background colour, chart border etc

Image Modified Series.  Toggle on or off the aggregation label or turn the chart monochrome.

Available options in the Design Tab

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Image Modified Preview. The first view you see when you move to the Design Tab.

Image Modified    Export.  Allows you to export by various means such as PDF, Excel etc.

 Image Modified  Table On/Off.  Allows you to toggle the tabular data on or off.

Image Modified      Report Formatting.  Formats the fonts, rows and cells. You can also add borders, headers,                      footers, titles etc.

  Image Modified    Column Formatting.  Allows you to format the columns to amend the title, add prefix or suffix,                  remove decimal points, sort the data, add borders, change the font etc

Image Modified   Conditional Formatting.  Allows you to format a column and colour code the writing or add an                   icon if a certain criteria is met.  For instance, if the figure/fact is higher than, lower than, equal                 to, is a null etc.

Image Modified  Filters.  Allows you to move the position of any filters and apply styles etc.

Image Modified  KPI.  Allows you to save a report as a KPI report, which can then be used on a KPI                                  Dashboard.

Image ModifiedSummary.  Allows you to create Summary boxes on your report with targets and will display                   the variance.

Image ModifiedDetails.  Shows the details of the report. When it was last run, last modified and what columns               have been used.

Available options in the Design Tab

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Image ModifiedExport. A simple way to export the report, PDF, Excel etc

Image AddedShare.  Allows you to share the report by sending a message to another users timeline,

email

email                  or creating a link

Image AddedBroadcast.  Allows you to broadcast (schedule) the report to yourself, other users or to an

FTP

FTP                server

Image AddedFavourites.  Lets you store the report as one of your favourites

Bookmarks

Image Added Bookmarks.  Lets you bookmark your report

Image AddedDetails.  Shows the details of the report data.  When it was last run, last modified and

what columns

what                     columns have been used