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Formatting List Reports (Beta)

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 ReportsGantt 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_column_menu.png

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

sort_section.png


sort_menu.png

 

Sorting

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.

Show Columns

show_columns.png

 

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:

edit_label_header.png

Change Width or Wrapping

change_width_wrap.png

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:

  • 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 (resizeable in Preview only): # pixels - Enter a value for a fixed field width. Note that in the Preview pane you can still drag to resize - the "pixels" field will reflect the size you manually sized the field and when the report is rendered that will be the fixed size limit.
  • 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
Align Horizontally

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

Lookup List 

Each option described in the next column -->


2020-08-27_15-21-45.png

Money

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


2020-08-27_15-18-45.png

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:

$0k Examples:
3,000 = 3k 
3,500 = 4k
3,400 = 3k

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

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

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

Date

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.

2020-08-27_15-25-11.png

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:

  • Value Only

  • Value on top of Color

  • Colored Value

  • Color Only

  • Icon Only

  • Colored Icon

 

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):

  • Value Only
  • Value on Top
  • Colored Value
  • Value Only
  Show Hierarchy

Titles only

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