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OptionExplanation

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

Title

You can rename the table and change the fonts etc

Legend

Allows you to state where you want the legend to be, add a border, shape etc 

Axis

You can format grid lines, add a plot or chart border etc

Background  

Lets you add things like a background colour, chart border etc

Labels

Allows you to show or hide Labels

Series

Toggle on or off the aggregation label or turn the chart monochrome.



Design Tab

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OptionExplanation

Export  

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

Table On/Off

Allows you to toggle the tabular data on or off.

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 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.

Annote

Allows you to add annotations

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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.

Details

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

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