Utilizing List Report Components

After you have created a report page, you are ready to add a component such as a list report. Under Add Component, choose Tables to view available options. Then drag and drop the List Report icon onto the canvas.

To load a list query and begin formatting, navigate to the Edit Component tab, and select edit query. Firstly, you can add a new query or select an existing query. Then, you can format the list report.

Edit Query and Edit Formatting quick links allow for a streamlined user experience.

You can also right-click on the placeholder component and select Edit this component to add a query or format a list report.

To adjust the width of columns or rows, choose the row or column, drag the column edge to the desired size, and select OK.

To change the order of the columns, drag and drop the column name in the top row to the desired location.

You can format the header row to stand out. Right-click on the header row icon in the left column and select Style Settings. You may change the background color, increase the font size, apply a border, and use bold or italics to format the text.

In the same way, you can modify the styles of any cell, column, row, or the entire table depending on where you right-click to select Style Settings. To see which parts of the table will be affected, look for a highlight when you hover your mouse over a cell or icon before right-clicking.

You can change the column heading by right-clicking on the cell, selecting Text, and replacing the current text with the new heading label.

If you prefer to display results in a form view rather than a datasheet view, right-click on the table icon in the top left corner and select Form Based View.

Calculated rows can be appended to the bottom of the List Reports by right-clicking on the footer row icon in the left column, selecting Text, and inserting various functions. You can perform these calculations: Row Count, Sum, Average, Min, Max, and Value Field Name. By default, the footer row is not displayed. To turn it on, right-click the footer row icon and select Show Row.

The List Report component contains an optional total row that is "off" by default, with the option to turn it on if required.

The default setting for new List Report components is for the Hide Row option to be on, which hides the total row for the component. If the total row is required, right-click the footer to access the footer menu and choose Show Row.

To remove the gridlines, right-click on the table icon in the top left corner and select Style Settings. Then, choose the Borders button and select None.

You may want to group data to make the report easier to read. For example, your report might include five competencies for each user. Rather than repeating the username five times, you can group the data so that it shows each username only once with the five competencies nested underneath.

To group data, right-click on the column name in the top row and select Group Column(s) (Individually) or Group Columns (Composite), depending on your need. The grouped column will move to the first available position on the left, and the tool will automatically insert a new row with subtotals. If this row is not useful, you can right-click on the cell and delete the count function, or you can right-click on the row icon in the left column and hide the row.

You can modify the query at any time. Choose the data source icon in the top left corner to get to the Edit Query screen in the appropriate query designer. When you have completed the edits, you can return directly to the Edit Component screen in Page Designer.

You have the option to use Conditional Formatting in the Detailed List Report component. To do so, select Conditional Formatting in the right-click menu of the List Report column and set the conditions. This allows selected results to be highlighted in the report.