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Online layout editor FAQ

Find quick answers to your queries relating to custom reports.

Report Layout FAQs

What charts are available? How can I change a chart type?
Available charts include Area, Bar, Bubble, Line, Pie, Funnel, and more.
Change the chart type by clicking on it then clicking the Chart tab at the top. Select a Chart Type as required.

How can I change the graph series colors and chart background color?
In the layout editor, expand the Properties pane on the left and scroll to Charts. Set the Background Color option as required.
You can also scroll to the Chart Plot Area section in the Properties pane and use the Series Color option to change the graph series color.

How can I add data labels to the charts (Bar graphs)?
In the layout editor, expand the Properties pane on the left and scroll to Chart Plot Area. Set Data Visible as True.

How can I align my charts? 
Use the Layout Grid component in the Insert panel to better align the position of components such as charts and tables in the report layout.
First, drag and drop a Layout Grid element into the design area and align it by dragging it to the required position in the design canvas. Then drag and drop the required component such as a chart, table into that Layout Grid cell.

How can I add my company logo into the report layout?
Use the Image component from the Insert panel at the top and select an image from your computer. We suggest dropping the image into a layout grid for best alignment.

How can I add a title to a chart?
Expand the Properties pane on the left and locate Chart Title. Set Visible as True.

How can I change the font?
Expand the Properties pane on the left. For each section adjust the formatting options for font size, type, and colour. For example, in the Chart Legend section, there are options to adjust the font size, type, and colour of the legend text.

How can I change the axis label step?
Expand the Properties pane on the left and locate the Chart Values section with options for formatting the axis.

How can I add or remove column totals or row totals in pivot tables?
Expand the Properties pane on the left and locate the Total Row or Total Column section. Set the Display option to None which removes totals display for the pivot table.

How can I sort data in the table?
Select the table and click the Column tab at the top. Adjust the Sort option as required.

How can I add page numbers?
From the Insert panel at the top, locate Page Elements to add a page number.

How can I add a margin or padding to a table?
Select the table.  Expand the Properties panel on the left then go to Appearance. Use the Margin option. 

How can I add columns to a table if there is not enough space (width) on the page?
Switch to web view so you can scroll across the page.

Can I add attributes from different subject areas (that are not linked) in the same table/chart?
We don't recommend this. While the online editor allows you to drag and drop attributes from different subject areas (that are not linked) in the same table/chart, doing so will give you incorrect output. You cannot do this using the offline template builder.

How do I change the background color of the page, or a section of the page?
Use a Layout Grid to drop all your components.  Select the grid and from the Layout Grid Cell tab at the top, click the Background Colour icon to open the Colour Picker. Choose the required color for the background of the grid.

color picker

How can I change the page size, margin & orientation?
From the Page Layout panel at the top, select the orientation and size (for example, predefined A4, A3, B5) from the Paper section.
To change the margin size, select the page by clicking on the margin then go to Properties on the left panel. Click the Margin option under Appearance. From here you can also adjust the Page Height and Page Width under the Misc section.

paper size

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