Formatting List Reports (Beta)

Sorting

• List order (available for Lookup List fields)
• List order reverse (available for Lookup List fields)
• Ascending - alphanumeric sort for text, string fields
• Descending - alphanumeric sort for text, string fields

You can click directly into any column header to pick a sort field - the priority is determined by the order in which you picked the field.

Alternatively, you can use the Sorting section (see screenshots to the left) in the Display tab to enter up to 5 sort fields and corresponding direction.

 It's somewhat easier to select fields in the Sorting section when setting up multiple sort fields, because the Priority column clearly indicates the sort order. The priority of the sort field(s) is also shown next

Lookup List Sort Fields

Sorting by lookup list fields uses the sequence number of the list item by default - in other words, the sort goes in the order of the items in the list, and not alphanumerically.

Text and string fields are sorted by field value.

Show Columns

Open the Show Columns menu to display a submenu listing all the available columns included for the report. Disable the checkbox next to any column you wish to hide in the list report.

If you want to add/delete columns, go to the Data tab and add or remove fields.

You can double-click into a column heading and edit its label, or you can select Change Display Name to explicitly make the column label editable, then delete or type over the existing name. This is what a header looks like after you double-click it or choose Change Display Name:

You can also edit all field labels using the Field Options dialog - see Changing Field Display Labels.

Change Width or Wrapping

You can resize columns or you can impose limits on how a column can be resized and how wide the column can be when viewed, as well as whether or not the column data should be wrapped.

Note that any changes you make in the preview pane will not persist on the rendered report. If you want specific settings to persist, they must be set in this dialog.

Column Width settings:

• Automatically resize based on report window size - Space that is not allocated to fixed width columns will be divided equally among columns that automatically resize when you increase or decrease window size.
• Fixed: # pixels - Enter a value for a fixed field width. Note that in the Preview pane if you drag to resize columns it will not impact the setting when the report is rendered; the the fixed size limit will always apply when a report is viewed.
• Resizable: - Allows you to set the minimum and maximum size of the field. When this option is selected, dragging to resize is limited to the min/max values. 

Column data wrapping settings:

• Automatically wrap based on column width - Wrap field data according to Column Width size set above
• Truncate (do not wrap) - Shows ellipsis close to column width boundary, which indicates there there is more text that is not shown. Hovering over the cell in the rendered report will show the full value in a tooltip.

Align Horizontally

Justify column field data Left, Center, or Right.

Align Vertically

Display Data As - Lookup List

Lookup lists can be assigned a color and/or an icon for each list value. When using a lookup list in a report that is configured to use color/icon, you can choose the visual treatment to apply to the list field value by configuring the "Display Data As" setting. Note that Pie charts and Column charts automatically use any lookup list color assignment.

This menu provides display options for lookup list, date, and number fields. This first section discusses formatting lookup lists; subsequent section covers date and money fields.

Lookup List Examples:

The Display Data As list field options are shown below, along with an example of each:

• Value Only

• Value on top of Color

• Colored Value

• Color Only

• Icon Only

• Colored Icon

Formatting Numeric Values

Note: You can format numeric data values of non-list reports by using the Field Options modal.

The following number types can be formatted with the Display Data As menu item:

Percent

Choose to show decimals or round to whole number.

Float

Choose to show decimals or round to whole number. 

Money

Choose no decimals, 2 decimal places, thousands (k) and millions (M) representatives.

Formatting Dates

Choose from a large variety of date and date/time formats. Remember that as you choose a format it renders immediately in the Preview Pane, so try out different options. The date format examples are represented in each option label.

Values round up using conventional rounding standards - round up at a value of 5 or higher. Understanding the rounding is important when choosing the level of precision you want to use.

Percent Example:

32% or 32.36%

Float Example:

432 or 432.05

Money Examples:

$0k
3,000 = 3k 
3,500 = 4k
3,400 = 3k

$0.00k 
3,500 = 3.50k
3,550 = 3.55k
3,050 = 3.05k
3,055 = 3.06k

$0M
400,000 = $0M
500,001 = $1M
600,000 = $1M

$0.00M
400,000 = $0.40M
500,001 = $0.60M
600,000 = $0.06M

Export Data/Color As

If you plan to export a report that makes use of lookup list values that render color and/or icons, this options lets you specify how to treat the value/color when exporting. Note that icons cannot be exported as they only exist within PPM Pro. Options are (see Display Data As, above, for examples):

• Value Only
• Value on Top
• Colored Value
• Value Only

Show Hierarchy

Select Show Hierarchy on a column that contains hierarchical data to configure the report to display the parent/child relationships (show the indenting). For some examples, click the thumbnails below: