ReportBuilder - Custom Formatting

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With ReportBuilder, it's easy to format reports to match your brand or to simply have information stand out. ReportBuilder allows for control of most row and column styles, and you can add your logo as well.

You can control font size, bolding, italics, and alignment. You can also set text and background colors. Then, apply these formats to:

• Header rows, headers and sub-headers for groupings, and total rows within the tabular display
• Formula rows
• Single columns
• Specific columns within a period comparison column type

Using a Logo

Upload your organization's logo in Setup > Branding. and use it on ReportBuilder reports. The logo will appear in the report's header row. Click here for information on uploading your logo to Martus.

Include Your Logo in Report Settings

1. From within an open report, click on Settings.
2. Check Show Logo.
3. Click Save.
   
   

Default Row Style Formatting

Each kind of row within a report has been assigned a style based on its purpose. Each row style can be formatted as desired. The defaults for each are outlined below.

Default Column Style Formatting

Currently, only the Separator Column column type within a report has been assigned a default style in Settings. This style can be formatted as desired. The default is outlined below. 

By default, there's no style on other columns, so that the style of the row type takes precedence. If you apply a style to a column, that style will be applied to every row in the column, instead of the applicable row styles.

Default Section Style Formatting

You can select a Style to be used for a section, or leave it unselected. If you choose a specific style for the section, it changes the detail lines in the report. Other rows and their styles are not affected.

For example, you can create a style that specifies the font is italics and the font size is 11, and your detail lines will be formatted as such.

Editing Style Formats 

1. Go to Dashboard > ReportBuilder.
2. Open any report and click Settings.
3. Scroll down toward the bottom.
4. Click Edit (pencil icon) next to the style you want to edit.
   
   
   
   
5. Choose the appropriate options as desired.
6. Click Save.
7. Click Update and Refresh.

Adding a New Style to a Report

1. Go to Dashboard > ReportBuilder.
2. Open any report and click Settings.
3. Scroll to the Styles section.
4. Click Add Style.
   
   
   
   
5. Update the style as desired and click Save.
6. Use the custom style on rows or columns as desired. 

Apply Formatting to Specific Rows

You can change the style on row types that are set to Account Type, Formula, and Gain/Loss Layout. You cannot change the row style on the Income Stmt Layout.

1. Click Edit Mode at the top of a report.
2. On the row you'd like to edit, click Edit (pencil icon).
3. Use the Style dropdown to choose the style you would like to apply.
4. Click Update and Refresh or Save.

Apply Formatting to Specific Columns

You can change the style on all column types. Period Comparison columns allow you to use 4 different styles, one for each column in the comparison (see below).

1. Click Edit Mode at the top of a report.
2. On the column you'd like to edit, click Edit (pencil icon).
3. Use the Style dropdown to choose the style you would like to apply.
4. Click Update and Refresh or Save.
   
   

For Period Comparison columns, there are style dropdowns for each column in the comparison.

Example of a different style assigned to the Diff columns in a Period Comparison:

Notes

• Styles are controlled at the individual report level. When you copy a report or save it as a different name, the styles associated with it are also copied.
• The base style used for detail data lines cannot be changed.
• Conditional formatting is not yet available, but Martus is considering this as as future potential enhancement.

Formatted Report Examples