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. See below for details on each option.
Data Tab
| Option | Explanation |
|---|---|
 | Refresh Refreshes either the formatting or the report |
 | 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 |
| 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 |
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 |
 | 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
| Option | Explanation |
|---|---|
 | 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 |
 | KPI Allows you to save a report as a KPI report, which can then be used on a KPI Dashboard. |
 | 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. |
Publish Tab
| Option | Explanation |
|---|---|
| Export A simple way to export the report, PDF, Excel etc |
 | Share Allows you to share the report by sending a message to another users timeline, email or creating a link |
 | Broadcast Allows you to broadcast (schedule) the report to yourself, other users or to an FTP server |
| Favourites Lets you store the report as one of your favourites |
 | Bookmarks Lets you bookmark your report |
 | 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 |
