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Planview Customer Success Center

Display Tab

The report designer's Display tab is where you add and format report headings, choose the visual properties of report data, and configure a legend. Note that for List reports, most of the formatting happens in the Data tab - see Using the Preview Pane to Format List Reports.

Control visibility, font style and location of report headers.

After you save you can move to any of the other tabs by clicking Data, General, Scope & Filters, or Team.

Headings

There are several levels of headings:

container title is displayed left-justified in the shaded area at the top of the report output (looks like a title bar)

There are no additional options for container title placement. 

Headings and subheadings can be left- or right-justified, or centered. You can choose a font type, style, and size for both regular and sub-headings.

Data

You can configure data values to show or not show, and if shown choose the font type, style, and size.

For crosstab reports:

Position Grand/Subtotals -  You can place subtotals and grandtotals in the first or last position of the row or column, or choose not to show.

Layout type - Outline, Compact, or Tabular

Legend

You can configure a legend for any report types except List reports. Position the legend to appear at the top, bottom, right, or left of the report data. 

Using the Preview Pane to Format List Reports

Please see Layout/Editing List Reports.