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How do I format a report section? (Native Reporting)
How do I format a report section? (Native Reporting)
Updated over 2 weeks ago

Apricot's Report Builder allows you to configure properties for individual report sections to adjust how report data is displayed within them. Some of these settings can override the properties that govern the rest of the report.
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Continue reading below to learn how these properties affect your report sections.

Section Properties

Click the green gear icon at the top-right of a report section to access its properties.

You can adjust the name of your section here. Note: This text field has an 80-character limit.

Display Style

These options let you customize what data is shown in the report section and how it's displayed:

  • Hidden: Hides the section when the report is run, which is useful if the section is only used to feed data into a summary section.

  • Graph Only: Displays a graph of the data without the accompanying rows of data in the report section.

  • Totals: Shows totals without the accompanying rows of data.

  • Rows: Default setting; shows the rows of data that make up the report section.

  • Vertical: Shows data stacked on top of each other rather than side-by-side.

Count

This setting adjusts what your report section counts and displays at the bottom-right of the report section:

  • Total Rows: Default setting; counts all rows of data, including each combination of records from one or more forms added to the report section.

  • [Form] Records: Only counts rows of data for the selected form; the report section will still display records from other forms.

  • Suppress Total Row Count: Hides the Total Rows count from the report section. Additional checkboxes will display to choose when the count is suppressed.

Note: If the Total Row Count is suppressed when exporting the report, the extra tab that's typically generated to show the total rows will no longer be included in the Excel file.

Show Graph

This setting turns the Graph feature on and off. To learn more about graphs, click here.

Show Outcomes

This setting turns the Outcomes feature on and off. To learn more about reporting on outcomes, click here.

Show Percentages

This displays the percentage of the whole represented by each drill-down group.

Auto Run

This property determines whether report data loads automatically when editing or running a report. To learn more about these settings, click here.

If this is set to 'No' for a section, you can click on the arrow next to the section name to manually collapse the section and keep it collapsed by default when running the report.

Click Apply to save any changes and close the section's properties. Be sure to save and publish the report from the Report Actions palette to make the changes immediately available to other users running the report.

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