Report Layout

Add a table. This is a two-step process, with additional optional steps. First, click on the table button. Next click on the data columns that should appear in the table. Hold ctrl and click to select multiple columns. Once all desired columns have been selected on the left, click the right-pointing arrow to add them to the table.

The Column configuration tab allows the user to define which columns in the selected data will appear in the table when the Report is run. Click the Show All Attributes button in the upper left-hand corner to display the following options.

• Column: Select the columns that should be included in the Report table by checking them. Click the checkbox at the top to select all columns. If no boxes are checked, all columns are included.
• Header: Rename column headers.
• Sortable: Define which columns are sortable in the Report by checking boxes.
• Summary: Add a summary to the top of the column. The summary options available vary based on the data type. For example, columns with numerical values can provide an Average summary, while text-based columns cannot. For more information about summary options, refer to the Logi help. When a Summary has been applied, the summary icon  appears. 
• Format: Change the format of a column's values. For example, change the Fee column from a currency to an integer.
• Visualization Width (px): Define the starting width of a column. Note that columns can also be resized manually once the Report has been run.
• Alignment: Left-, right-, or center-align the column values.
• Style: Apply a style to a column every time a condition is met. For example, highlight in red every time Vendors State is equal to CA. This can be applied to a single column or all columns. When a Style has been applied, the Style icon  appears. 

At the bottom of the page is Add Custom Column. Click this button to add a new column. Once the column has been added, it will appear at the bottom of the list of columns.

By default, the table columns will not be grouped. The Grouping page allows the user to add Grouping layers of two different types.

• Grouped Flat-Table: This option hides duplicate records and puts all remaining records into groups, making it easier to export to Excel or PDF.  
• Grouped Drill-Down: Organizes the data into groups. Any non-grouped columns are added to sub-reports.

In the above example, two groups of columns have been added. A grouping can be removed by clicking on the red X, or edited by clicking on the paper and pencil symbol.

b4. Table Settings 

Table Settings allows the user to specify settings that apply to the entirety of the data table.

• Title: Applies a title to the top of the data table.
• Show record count: Lists the number of records at the bottom of the table. If the data is grouped, it will list the number of groups.
• Include row number: Adds a Row column, listing the row number.
• Paging Style: If the data exceeds the amount that can be displayed on one page, this drop-down menu allows the user to specify how additional pages will be navigated.
• Paging Location: Determine when the page navigation appears at the top of the table, bottom, or both.
• Rows Per Page: Limit the number of rows that appear on a page.
• Rows Per Sub-Report Page: Limit the number of rows that appear on a sub page.
• Summary Row Location: If a summary row has been added, define whether it appears at the top or bottom of the table.
• Show Summary Row: If a summary row has been added, define whether it appears on only the first page of the table, or all subsequent tables as well.
• Table Width: Define the width of the table, in pixels.

Add a header row, label column, and values columns. For example, the header row could be populated with Vendor Specialty, the label column could be populated with Vendors Last Name, while the value columns could be populated with Fees, demonstrating the performance of each JM for a variety of Task  codes. 

The Crosstab Settings tab allows the user to specify additional features for the crosstab table, such as the title and page controls.