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Understanding template features and layout control

Avatar photoCustomer March 13, 2021 at 8:55 am

I understand templates control the layout, but what specifically can I control in terms of the data structure and content presented to the user?

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    • Support March 15, 2021 at 5:28 am  

      Templates allow you to define the layout and content of the report output. You can select or deselect columns, adjust their display order, and define a sort order and sort priority.

    • Avatar photoCustomer March 16, 2021 at 7:23 pm  

      Can a template transform a detail report into a summary report?

    • Support March 18, 2021 at 10:48 am  

      Yes, templates are crucial for specifying the level of reporting (detail or summarized). You use the Aggr. (Aggregation) setting to define calculations like average, count, min, max, or sum for specific data columns.

    • Avatar photoCustomer March 19, 2021 at 12:44 am  

      If I want to easily move multiple columns at once, is there a shortcut?

    • Support March 20, 2021 at 12:42 pm  

      Yes, you can use the Ctrl and Shift keys to select groups of columns (multi-select) and move them simultaneously between the ‘Available Columns’ and ‘Displayed Columns’ lists using the arrow buttons. You can also double-click a column to move it.

    • Avatar photoCustomer March 20, 2021 at 5:42 pm  

      What feature helps me revert changes if I make a mistake while customizing the column layout?

    • Support March 22, 2021 at 4:09 pm  

      You can use the Reset button to recover the initial column layout, or the Hide All button to deselect all currently displayed columns.

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