When creating or copying a Report, the screen has four tabs:
- Data
- Charts
- Design
- Publish
Each tab has different options at the top of the page:
Available options in the Data Tab
| Option |
|---|
| Explanation |
|---|
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Refresh Refreshes either the formatting or the report | |
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Report Formatting |
Formats the fonts, rows and cells. You can also add borders, headers, footers, titles etc |
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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 |
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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 |
Smart Analysis.
| Filter Allows you to change the options on the Filtering, ie make a particular Filter mandatory |
| 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
| Option |
|---|
| Explanation |
|---|
 |
Refresh Refreshes either the formatting or the |
report |
 |
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 |
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Title You can rename the table and change the fonts etc | |
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Legend Allows you to state where you want the legend to be, add a border, shape etc |
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Axis You can format grid lines, add a plot or chart border etc | |
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Background Lets you add things like a background colour, chart border etc | |
| Labels Allows you to show or hide Labels |
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Series Toggle on or off the aggregation label or turn the chart monochrome. |
Available options in the Design Tab
Preview. The first view you see when you move to the Design Tab.
Export. | Option | Explanation |
|---|---|
| Export Allows you to export by various means such as PDF, Excel etc. |
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Table On/Off |
Allows you to toggle the tabular data on or off. |
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Report Formatting Formats the fonts, rows and cells. You can also add borders, headers, footers, titles etc. |
 |
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 |
Conditional Formatting. Allows
| 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. |
 |
Filters Allows you to move the position of any filters and apply styles etc. |
KPI.
| Annote Allows you to add annotations |
| KPI Allows you to save a report as a KPI report, which can then be used on a KPI Dashboard. |
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Summary Allows you to create Summary boxes on your report with targets and will display the variance. | |
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Details Shows the details of the report. When it was last run, last modified and what columns have been used. |
Available options in the
...
Publish Tab
| Option |
|---|
| Explanation |
|---|
|
Export A simple way to export the report, PDF, Excel etc | |
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Share |
Allows you to share the report by sending a message to another users timeline, email or creating a link |
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Broadcast Allows you to broadcast (schedule) the report to yourself, other users or to an FTP server |
Favourites.
| Favourites Lets you store the report as one of your favourites |
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Bookmarks |
Lets you bookmark your report |
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Details. Annote Allows you to add annotations | |
| Details Shows the details of the report data. When it was last run, last modified and what columns have been used |