Formatting sections in reports

Format sections in reports to split large tables into smaller parts.

How it works

Sections act as breaks in reports, and allow you to split large tables into smaller, more comprehensible parts.

Sections break up the data in a table based on defined values in fields, and are useful for displaying subtotals in reports. Records with corresponding values are grouped into one section. 

You can define multiple dimension fields as sections in your report. When you select more than one field as a section, the order of the fields in the Sections list on the Data tab determines the order in which the report sections display.

If your report includes a visualization, a separate visualization is displayed for each section.

Permissions

Only Report Admins and Report Writers can format sections in reports.

Define sections

1. Open the Reports app.

   The Browse page opens.

2. Open a report and navigate to the Data tab in Report Builder.
3. Ensure that you have at least one field specified in your Columns or Rows list.

   Sections can also be used in Cross Tab reports.

4. Locate the fields you want to add as sections by doing any of the following:
   • Enter a keyword in the Search field.
   • Expand the folders to navigate to the appropriate dimension fields.

     Dimension fields are attributes that describe records, such as Project Name or Project Type.

     Note

     You cannot add Metric and Date fields as sections in a report.

5. Drag the fields from the data fields list to the Sections list:
   • To reorder sections, select the field in the Sections list and drag it to a new position in the list.
   • To remove a section, select the field in the Sections list and drag it back to the data fields list.
     Tip

     You can Ctrl+click to select multiple non-adjacent fields, or Shift+click to select multiple adjacent fields from the same category.

     Tip

     The fields you define as sections become the headers for each new section within the report. You do not need to additionally define these fields as Columns.

Format sections

1. Open the Reports app.

   The Browse page opens.

2. Open a report and navigate to the Design tab in Report Builder.
3. In the formatting toolbar, click Section Formatting.

   The Section Formatting dialog box opens.

4. Select the appropriate field from the Report Fields list, configure any of the section formatting options, and click to close the dialog box.

Display

Formatting option	Description
Display	defines the report section title
Format	provides a variety of options for formatting the display of values in a field For more information, see Display formatting options.
Section Style	defines the style in which the report sections are presented Single Page displays all sections on one page (default) Multiple Page displays each section on a separate page Tabbed displays each section on a separate tab Note The Tabbed option is only available for the top section field.
Show Labels	displays or hides a field name label before the section value for each section

Style

Formatting option	Description
Display Style	defines the formatting style for each section heading Body Title uses the standard report title formatting for each section Table Header uses the same formatting used in the table header, joining the section details to the top of each table Custom applies custom font formatting to the selected section
Font Style	defines the formatting to be applied, including font face, font size, font color, and font style
Background Color	defines the background color for the section heading
Alignment	defines the alignment for the section heading

Summary

Formatting option	Description
Section Summary	defines the field to be used as a section summary table at the top of the report Note This option is not available for Cross Tab reports.
Section Total	display totals for each section
Show Labels	displays or hides a field name label before the section value for each section
Grand Totals	displays grand totals for the section

Sort

Formatting option	Description
Sort Direction	defines the sort direction, ascending or descending, for the section values

Display formatting options

There are a variety of options available for formatting the display of values in a section.

Formatting option	Description
Text	displays values as plain text
Case Formatter	displays the text as uppercase or lowercase
Email	creates a hyperlink that opens an email client and pre-populates the sent to address
HTML Formatter	formats a field containing HTML tags, either by removing them, or using them, depending on user selection
Link to URL	passes the value of the returned data into a URL link and uses hashes (##) to indicate where the column value should be placed in the URL For example, http://sample.projects.highbond.com/audits/##.
Raw Formatter	displays the value as it is stored in the database (removes formatting)
URL Hyperlink	creates a hyperlink to a URL and stores it in the column