Formatting in ClickTime’s Report Studio is a powerful way to enhance the readability and impact of your reports. By adjusting elements like colors, fonts, and number styles, you can highlight key information and give your reports a more polished and professional appearance. When you apply formatting, Report Studio updates the visual presentation of your data, making it easier to interpret insights and communicate your findings effectively.

Formatting Grid Visualizations

The grid is a fundamental way to display your data in ClickTime's Report Studio. The Format Panel, when a grid visualization is selected, provides a wide range of options to customize its appearance for clarity and impact.

Accessing the Format Panel for Grids

You'll find the Format Panel conveniently located as a separate tab within the Editor Panel, right next to the Filters Panel. This is your central hub for customizing the visual appearance of your reports.

Navigating Grid Formatting Options

Within the Format Panel, the formatting options are organized into key sections to help you easily find what you need:

• Visualization Options: Control the fundamental display of your grid data.
  • Banding: Apply alternating row or column colors to improve readability in large grids.
  • Layout Style: Choose between the standard grid layout and an Outline layout, which can be useful for hierarchical data.
  • Merge Repetitive Cells: Combine identical values in row and column headers for a cleaner look.
  • Lock Headers: Keep headers visible while scrolling through extensive data.
  • Spacing: Adjust column widths and row heights to optimize readability.
  • Container Fit: Determine how the grid scales within its allocated space (e.g., "Automatic" to fill, "Fixed Size").

• Text and Format: Customize the text within your grid.
  • Font: Select the desired font family, style (bold, italics), and size.
  • Color: Choose the text color for different parts of the grid.
  • Apply To: Specify whether the formatting applies to the entire grid, row headers, column headers, or the data values.

• Title and Container: Manage the overall presentation of the grid on your report.
  • Show/Hide Title Bar: Display or hide the grid's title.
  • Title Text Formatting: Customize the font, color, and size of the title.
  • Container Background: Set the background color of the grid's container.
  • Outer Border: Add and style a border around the grid.

• Totals (if present): Format any grand totals or subtotals displayed in your grid.
  • Font: Customize the font of total rows/columns.
  • Color: Set the text color for totals.
  • Size: Adjust the font size of totals.
  • Background Color: Change the background color of total cells.
• More Options: Access additional grid-specific settings.
  • Display Attribute Forms: Control the display and formatting of different forms of attributes.
  • Metric Name Display: Customize how metric names appear in the headers.

Applying Grid Formatting:

As you modify these options in the Format Panel, the grid visualization will update in real-time, allowing you to instantly see the impact of your changes. Experiment with different settings to create a grid that is both informative and visually appealing.

Formatting Graph Visualizations

Once you've added a graph or chart to your Report Studio dashboard, the Format Panel provides a variety of comprehensive controls to customize its appearance and enhance data interpretation, allowing you to adjust axes, labels, colors, and more to make your data even more impactful.

Accessing the Format Panel for Graphs

Similar to grid formatting, you'll typically select the graph visualization you want to modify, and the Format Panel will display graph-specific options.

Navigating Graph Formatting Options

Within the Format Panel when a graph is selected, you'll find the key sections found in Grid Formatting.

• Visualization Options: Controls fundamental aspects of how the graph displays data.
  • Axis Configuration: Options for customizing the axes of different metrics if your graph includes multiple metrics. This might include global settings or settings per row/column in small multiples.
  • Axis Scale: Adjust the minimum and maximum values displayed on the axes, with options for automatic or custom scaling, and potentially logarithmic scales.
  • Log Scale: Enable a logarithmic scale for data with exponential trends.
  • Axis Origin: Set a specific starting point for the axes.
  • Maximum/Minimum Size (for elements): Control the size of graph elements like bars, points, or slices.
  • Sizing: Control the relative or absolute size of elements within the graph (e.g., bar width, point size).
  • Container Fit: Determine how the graph resizes within its container.
  • Show All Labels: Control the display of data point labels.
  • Banding on Rows/Columns: Apply color banding if the graph has a grid-like structure (e.g., combination charts).
  • All Graph Fonts: Set the default font for all text in the graph.
  • More Options: Additional settings for attribute form names, handling null/zero values, etc.
• Trend Lines: Options for adding and customizing trend lines to visualize data patterns (if supported by the graph type).
  • Metric: Select the metric for the trend line.
  • Enable Trend Line: Toggle the display.
  • Line: Style and color of the trend line.
  • Model: Type of trend line (linear, logarithmic, etc.).
  • Degree (for Polynomial): Complexity of the polynomial trend line.
  • Level: Application of the trend line (per cell, row, column, entire table).
  • Include Break-by Attribute: Separate trend lines for different categories.
  • Enable Forecasting: Options for data forecasting.
• Reference Lines: Options for adding static lines to mark significant values.
  • Metric: Select the metric for the reference line.
  • Reference Lines: Choose from options like Maximum, Minimum, Average, Constant.
  • Line: Style and color of the reference line.
  • Level: Application of the reference line (per cell, row, column, entire table).
  • Show Label: Display and format labels for the reference lines.
• Title and Container: Similar to grid formatting, this controls the overall presentation of the graph.
  • Show Title Bar: Toggle the display of the graph's title.
  • Font: Format the title text.
  • Fill Color (Container): Set the background color of the graph area.
  • Outer Border: Customize the border around the graph.
• Legend: Options for formatting the graph legend (if present).
  • Show Legend: Toggle the display.
  • Text: Format the legend text.
  • Fill: Set the background color and opacity of the legend.
• Axis Lines and Labels: Customize the appearance of the graph axes.
  • Axis Labels: Show/hide, wrap text, format font, and adjust rotation.
  • Axis Lines: Style and color of the axis lines.
  • Axis Titles: Show/hide and format the axis titles.
• Grid Lines: Control the appearance of the grid lines within the graph.
  • Line: Style and color of the grid lines.
• Shapes and Data Labels: Customize the visual elements of the graph (markers, bars, slices) and their labels.
  • Shape Type: Select the shape of graph markers.
  • Shape Formatting: Color, fill, border.
  • Show Marker: Toggle markers on lines/areas.
  • Data Labels: Control the display of values, percentages, totals, and their position and font.
  • Leader Lines (for Pie/Ring): Customize the lines connecting labels to slices.

Applying Graph Formatting:

As you adjust these options in the Format Panel, the graph visualization will update in real-time, allowing you to see the impact of your changes.