Before customising a report, first copy to a Local category folder if you haven’t already done so.

Add a new report filter category

1. Click on the name of the report to open, click the Edit button and select Quick Edit.

The report is displayed in Edit Mode.

2. Click the Add Filter button to add a new filter. A blank filter is created.

3. Select a filter from the dropdown list. In this example, we will add the filter ‘Is on Promotion’.

4. The Filter Properties are displayed on the right side of the window. Choose any required filter options.

5. Save the report.

6. Re-open the report and choose a filter value from the new filter dropdown list. In this example, the choices are True or False. Blank and Null are used in special cases.

7. Filter categories can also be deleted in Quick Edit mode by clicking on the icon.

Design mode

Design mode allows further customisation of your reports, giving you the ability to:

  • Add or remove columns.
  • Adjust formatting and set up exporting and scheduling options.

1. To open a report in Design mode, click on the name of the report to open, click the Edit button and select Design.

The report will open in Design mode.

Add or remove report columns

1. Hover your mouse over the Title of the Report Body to reveal the toolbar.

2. Click the Configuration icon on the toolbar. Configuration Mode allows you to configure the data sources linked to your report part to create all of your data visuals.

The report body switches to Configuration mode. You can modify the report Title, Description and Column number and type.

3. Click the plus icon to open the Field Selection window.

In this example, we will add a column to our report displaying the fiscal month of the year.

4. Click the checkbox next to the name and click the OK button.

5. The Columns box displays the added column.

6. You can view the new added column in the Preview pane next to the Configuration pane.

7. Click the Save button to save the change.


Adjust report formatting, export and schedule

1. On the left side of the window, click the Index icon to see the page contents.


The contents are listed. Of special interest here are the Format, Exporting and Schedule tabs.

Report formatting

1. Click on the Format tab.

The Format options are displayed.

2. Select the Report Header & Footer and Report Title & Description checkboxes to add those elements to the report.

3. You may drag additional attributes to the Report Header & Footer element. In this example, we have added a Date Time attribute to the Report Header element. Remove any attribute by clicking on the associated x icon.

4. Selecting the element will display the Format Properties of the report Item. Customise the Item to your needs.

For an Image:

  • Give the image a unique name.
  • Enter the image URL.

For a Text item:

  • Give the item a unique name.
  • Enter a value to display.

For a Date Time, Page Number, Horizontal Rule or Vertical Rule item:

  • Give the item a unique name.
  • The value is read-only and has already been fixed as {currentDateTime}, {pageNumber}, {horizontalRule} or {verticalRule}.

Export formatting

1. Click on the Exporting tab.

2. The Exporting options are displayed. Select any desired report export options.