This topic describes how to use the Report Designer to format List reports - other report types use settings on the Display tab, but List reports are formatted differently, as will be explained below.
See also Grouping and Sorting for List Reports, Gantt Reports (Beta)
Formatting the Report
You configure list report data right in the Preview pane. Once you add some fields to your list report definition and save, the report Preview pane will be visible from any tab (General, Data, Display, Variable Settings, Team). You can enter a Container Title for a list report on the Display tab, but all other configuration takes place in the Preview pane.
You can choose columns to display, drag columns to reorder and resize them, choose sort fields (up to 3), as well as configure specific settings to control max/min width, data wrapping, sorting, and alignment. In addition, there is an extensive menu of date formats, and the option to show/supress decimals for float fields, and use textual representation of thousands (K) and millions (m).
The configuration controls are located in the column header menu. Hover your cursor over the down arrow and click to display the menu, as shown below:
|Column Header Menu||Setting||Description|
List Order (available fore List fields)
List Order Reverse (available for List fields)
Sort Ascending - alphanumeric sort for text, string fields
Sort Descending - alphanumeric sort for text, string fields
You can use the Sorting section (see screenshots to the left) in the Display tab to enter up to 3 sort fields and corresponding direction. Alternatively, 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. 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 - 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.
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.
|Change Display Name||
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:
Change Width or Wrapping
You can drag fields to resize them or you can impose limits on how a column can be resized and how wide the column can be, as well as whether or not the column data should be wrapped.
Column Width settings:
Column data wrapping settings:
Justify column field data Left, Center, or Right.
|Align Vertically||Align column field data vertically Top, Middle, or Bottom|
Display Data As - applies to Lookup List, Money, and Date fields
Each option described in the next column -->
Choose no decimals, 2 decimal places, thousands (k) and millions (M) representatives.
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. See the following examples:
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.
For Lookup Lists:
Lookup lists can be assigned a color and/or an icon for each a 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.
The Display Data As options are shown below, along with an example of each:
|Export Data/Color As||
If you plan to export a report that makes use of list values that render color and/or icons, this options lets you specify how to treat the value/color when exporting. Options are (see Display Data As, above, for examples):
If the field path includes portfolios or tasks - these are the only entities where Show Hierarchy appears.
See hierarchical data
Filter based on parent node - if not hierarchical, only show tasks that match the field. If hierarchical, will show children that might not match the filter (if the top level node matches the filter)
Intermediate node - use the project topic
Top level. node is topic. Every task met the filter criteria
Adding a task filter
You can show hierarchical entity titles, in hierarchical format or list format. Fro example, task title, portfolio title
the top level node of hierarchy is dependent on the filter you use, but the filter only affects the top level node if it matches the topic.
Project topic, tasks fields, report on task hierarchy, add filter on project, tasks will be ok.
If a filter is applied to entity you are showing hierarchy for, the filter results will become the top level nodes of the hierarchy
Filtered results define the top level node of your hierarchy (the node that is farthest to the left). If. you take the filter off, will have a "top level note" for each task. So you might see repeated data because a secondary node might be come a top level node.
On screenshot 2 - circle top level nodes. Then add filter back for screenshot 1, circle top level nodes
Need for filter depends on scope. Can run from project and dont need project filter