ReportBuilder Formatting

Don't see ReportBuilder in your system? ReportBuilder is available as an upgrade to your subscription. Have your Martus Admin email support to find out more.

Within ReportBuilder it is easy to create your own formatting to match your brand or to simply allow information to stand out. ReportBuilder allows for control of each row and/or column. It is also possible to add your organization's logo to your Report.

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 subheaders for groupings, and total rows within the tabular display
• Formula rows
• Single columns
• Specific columns within period groups

Logo

You can upload your organization's logo to Martus and use it on ReportBuilder reports. The logo will appear in the Report's header row. Click here for information about using Setup>Branding to upload your logo.

Add your logo to Report

1. From within an open Report
2. Click on "Settings"
3. Check the "Show Logo" option
   

Row Types

Each Row within a Report has been assigned a Row Type. Each Row Type can be formatted as desired. The defaults for each row type are outlined below:

Change Row Type Formatting 

1. Go to Dashboard > ReportBuilder
2. Open any report to edit it
3. Click on "Settings" 
4. Within the "Settings" module scroll down toward the bottom
5. Click the Edit icon next to a row
6. Choose the appropriate options as desired
7. Click Save
8. Click Update & Refresh

Adding a New Style to a Report

1. Go to Dashboard > ReportBuilder
2. Open any report to edit it
3. Click on "Settings" 
4. Within the "Settings" module scroll to the Styles section
5. Click on "Add Style"
6. Update the style as desired (that could be in the video suggested above)
7. Click Save
8. Use the custom style on rows or columns as desired. 

Apply Formatting to Specific Rows

1. Click on "Edit" at the top of a report
2. Select the Edit icon next to any row
3. Use the Style dropdown to choose the style you would like to apply
   
4. Click Save to Update, Refresh and Save changes

Apply Formatting to Specific Columns

1. Click on "Edit" at the top of a report
2. Select the Edit icon next to any row***
3. Use the Style dropdown to choose the style you would like to apply
   
4. Click Save to Update, Refresh and Save changes
   
   ****Note on all "Period Comparison" columns, there are style drop downs for each column:
   

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 copied as well.
• 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 
• After you've changed styles on a report, be sure to click Save to ensure that all your changes are saved!

Formatted Report Examples: