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Reporting - Styles

Report Styles let you customise the look and feel of your reports - items such as colours, fonts, sizes, margins. By default all styles inherit from the beautiful defaults managed by Business Fitness, however this area allows you to customise them as you see fit.


To get started, go to the Admin Centre, and select Report Syles. Create your first custom style by clicking on New Style.


Report Styles

The following fields are common to all report formats, as follows.


FieldDescriptionValidation
Style NameA name to help you identify the styleRequired
This is the default Report StyleIf checked, all reports will use this style by default (instead of the Business Fitness standard styles), unless another style is specifically selected. You can only have one default Report Style.Checkbox
RoundingSets the rounding to use for all dollar and number based amountsNumber from 0  to 5
Percent RoundingSets the rounding to use for all percentage amountsNumber from 0 to 5



The Reportance report writer generates reports in two main formats:

CSS/PDF

Web based reports use a language called Cascading Style Sheets (CSS) to define styles. This language is used to display     both reports rendered in the web application, as well as the PDF version of reports.


EXCEL

Reports can optionally be exported in Excel, in which case the Excel style options are used.


When you build a custom style, you can choose to customise just the PDF/CSS style, just the Excel style, or both. Select the Customise tickbox for the areas you wish to customise.



CSS/PDF Styles

Fonts

You can add custom google fonts to a report. First, find your font on https://fonts.google.com. Selec the + Select this style option, and then in the right-hand pane, select the Embed tab. This will give you a URL for the font inside the 'href', tag. For example, the following selected font for Krona One shows:



Under the Font Urls sub-heading, add the font in. The available fields are:


FieldDescriptionValidation
NameA friendly name to help you quickly identify the font to which the URL refers toRequired
UrlThe URL of the font, with no quotation marksRequired - valid web URL from fonts.googleapis.com


For our example font, you would enter the following:

Make sure you select the plus (+) button to add the font to the list.


Once you have added the font, you will now be able to add the 'font-family' style to any element in the Custom Styles area below.


As an example, you could edit the Entire Report element and add the above font-family in as follows (which was obtained from the CSS rules provided by the google fonts embed font window excerpted above).



Custom Styles


CSS styles apply to report elements. Select the name of an element in the Edit Element drop-down to customise that element.


When you first view the element, you will see all the properties that are currently used by the Business Fitness default styles. For example, the Header element looks like this.


The current default values are shown in faded gray. Type in a new value to customise it to your preference. You can use a site such as https://cssvalues.com/ to see available values for each property.


You can add additional properties by selecting them from the drop down list under Select new property to add...


You can easily check which elements have been customised by clicking on the drop-down, all elements which have been customised will show a blue Customised tag next to it, for example:


Some elements have properties that will be inherited by other elements. For example the Headers element applies to all other headers, for example Header Level 1Header Level 2 etc.


The Entire Report style contains styles that are used as a base values for the entire report.


Preview


At any point, you can click Preview Report to see a sample web-based report rendered with your custom styles.


Excel Styles


Excel reports are styled by using the styles feature in Excel. We recommend using our master template as  starting point, click on the Report Template hyperlink to download a copy.


The base template is made up of a primary Template sheet which acts as a basis for all pages produced by the Excel report writer.


Here, you can modify the following properties:


OptionHow
Column WidthsChange the width of any of the standard columns to your preferred width. Note if this changes the number of standard columns that fit on a portrait or landscape page, update the No of Columns (Portrait) and No of Columns (Landscape) properties in the Excel Rendering Options area of the Report Style window (see below).
Default Row HeightSelect the DD column and update the font and font-size in order to change the default minimum row height
Header and FooterAdd header/footer to this page for it to appear on all pages of the report. Type in the text placeholder {{Footer}} (including the two curly braces) into any section within the footer where you want the report generated footer text to be inserted


In addition to these properties, you can change the style of every report element by working with the Excel Styles menu (located on the Home ribbon in Excel). 



A sheet called 'Rep_Styles' contains a handy reference to these styles. DO NOT change the formatting in this sheet directly. Instead, click on an element that you wish to edit, and you will find it highlights the relevant style in the menu. You can then right-click on the style and Modify... the style to your preferences.


For example:


Selecting this cell in the Rep_Styles sheet:


Highlights the relevant style in the styles menu which you can right-click and select  Modify...


There are a series of report number formats that can also be edited. These differ from normal styles in that only the number formats are used within the style definition. Leave the default rounding (the global 'rounding' property of the report style set at the beginning of this document will override this), but you can change the appearance and formatting for positive amounts, negative amounts and zero amounts.


In addition to the Excel template, a number of rendering options are used to change the way our Excel report writer works. Detailed descriptions are included in the form per the screenshot below.




Using Styles

If you have selected This is the Default Report Style, then this style will automatically be used for all reports.


If you have more than one style, or you do not have a default report style, then you can choose a style on a report by report basis by selecting it from the Report Style drop down menu when creating a Report Master or a Report Template.


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