When creating or copying a Report, the screen has four tabs:

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.

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

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