Specify Report Display Options (Setup)

Accessed via:
 >  Account Settings > Reports > Report List > Add Report >  Display   or
 >  Account Settings > Reports > Report List > (Selected Report) > edit > Display

This page sets various options for report display and print settings.

Display Format

Use this section to determine the output format of the report. Data exports enable you to view and manipulate data in external programs such as Microsoft Excel, Access, Borland FoxPro, or other spreadsheet and database applications.

Report Format

• Results Window (Formatted HTML) – By default, all reports are displayed in Formatted HTML (also known as the Report Results window).

• Start Row – Determines which row of the result set will be used as the first row in the report. 

• Per Page – Determines the number of rows returned per page in the Report Results screen. If there are additional rows in the result set they will be accessible via a link labeled "Next XX Rows", where "XX" is the Per Page value.

• Max Rows – Sets the maximum number of rows that can be returned by the report. (Defaults to 10000. May be decreased but not increased.)

• Export to Printable HTML – The report results are displayed in a Web page using a printer-friendly format (with minimal graphics and formatting).

• Export to Printable Excel – The “Formatted HTML” table is saved or opened as a file in Excel with no conversion of numerical data.

• Export to Excel Spreadsheet – Numerical data is converted to the optimal format for use in Excel.

• Export to Acrobat PDF – The Printable HTML report is exported to Adobe Acrobat PDF format and can be opened or saved. Please note that you must have the Adobe Reader application for this functionality to work.

• Export to CSV (comma separated values) – The report is delivered as a comma-separated text file (.csv) for importing into other software.

• Export to TSV (tab separated values) – The report is delivered as a tab-separated text file (.txt). This file format can be easily imported into many common database applications.

Data Format

Use the Data Format section to determine the output format of the data in your report. The available options are:

• Output data as stored – All report data is presented exactly as it is stored in the Certain database with no conversion.

• Convert alphabetical data to UPPERCASE – Convert all alphabetic (non-numeric) data to UPPERCASE format for presentation in the report results. Examples: Executive > EXECUTIVE; John Smith > JOHN SMITH.

• Convert alphabetical data to lowercase – Convert all alphabetic (non-numeric) data to lowercase format for presentation in the report results. Examples: Executive > executive; John Smith > john smith.

• Convert alphabetical data to Titlecase – Convert all alphabetic (non-numeric) data to titlecase format for presentation in the report results. Titlecase is defined as the writing of a word (a continuous string of alphabetic characters with no spaces) with the first letter in uppercase and the remaining letters (prior to the next space) in lowercase. Examples: I sat in the woods reading a novel > I Sat In The Woods Reading A Novel; john smith > John Smith.

Print Settings

You can determine print settings for reports in Printable HTML, Printable Excel and Adobe PDF formats. This is especially useful for those reports that incorporate a large number of columns.

• Report Width – Use to accommodate various sizes of paper. The default report width is 6.5", which is equivalent to an 8.5" wide letter page with an inch margin on each side. Larger sizes are available, enabling you to either shrink the margins on either side of the report page or use landscape orientation or legal landscape. Note that the report width setting applies to the output from Certain only; you will still need to modify your printer settings to accommodate landscape orientation or legal paper if this is how you wish to print the report.

• Font Face and Font Size – Enables you to change the look and feel of the report. You may choose from several popular type faces. Shrinking the font size can be used as a technique to help you fit more data on a printed report.

• Report Alignment – Determines the placement of the report on the page.

• Group Alignment – Determines the placement of any group headers.

• Column Alignment – Determines the placement of the column values.

• Insert an extra line break after each group – This feature also applies only to printable formats, and creates more space after a grouping no matter whether it is the first, second, or third grouping specified in the Reports tab.

• Add bold line after each group – When selected, this option adds a blank row with a bold line between groups.

• Insert page breaks after the first group – Creates separations by Group. This feature is especially useful in Printable Excel®, since it will create each Group as a separate worksheet within the Excel workbook.

• Show grid lines around data cells – Shows grid lines around all data formatted cells, except for group header rows which span all columns and have a shaded background color (as is the case in Printable HTML format).