Guide
Insert additional content into your report to highlight and clarify data.
Add shapes to your report
Add a shape by clicking the New Shape button at the top left of your report.
Click Shape Styles to adjust the Background Color, Border Color, Rounded Corners, or Drop Shadow.
Click Layout to access the following options:
- Show On All Pages: Show the selected shape on all pages of the report.
- Always On Top: Specify that the shape always shows on top when it overlaps with other page items.
- Always On Bottom: Specify that the shape always shows on bottom when it overlaps with other page items.
- Center Within Page Horizontal: Center the shape horizontally on the page.
- Center Within Page Vertical: Center the shape vertically on the page.
- Remove Item: Removes selected shape from the page.
Insert a text box into your report
Click the New Text button to add a text box, which can be used to pull in data about a question or report item, or display custom text.
Text can be styled using the Rich Text Editor options available at the top of the report.
Click Data Source to specify which text to use:
Text can be styled using the Rich Text Editor options available at the top of the report.
Click Data Source to specify which text to use:
- Date: Display the Current Date or the Report’s Last Modified Date. You can also choose from various date formats to display it best for your region.
- Text: Type your own custom information into the text box.
- Survey Question: Display the text of a question.
- Page Information: Display a Page Number, Export Tag, or Page Description.
- Item Information: Display information about an item in your report. For example, this can be a header for a chart or graph.
Click Text Options to adjust the style of your text:
- Font: Change the font style, size, or color.
- Bold: Toggle bold formatting.
- Italics: Toggle italic formatting.
- Background Color: Specify a background color for the text box.
- Border Color: Specify a color for the text box border.
- Rounded Corners: Add rounded corners to the text box.
- Padding: Adjust the space between the text and the edge of the text box.
- Alignment: Left, right, or center align the text.
- Vertical Alignment: Top, bottom, or middle align the text.
- Clear Properties: Revert to the default text settings.
Click Layout to access the following options:
- Show On All Pages: Show the selected text item on all pages of the report.
- Always On Top: Specify that the text item always shows on top when it overlaps with other page items.
- Always On Bottom: Specify that the text item always shows on bottom when it overlaps with other page items.
- Center Within Page Horizontal: Center the text item horizontally on the page.
- Center Within Page Vertical: Center the text item vertically on the page.
- Reapply Layout: Refresh the text layout after making changes.
- Remove Item: Removes the selected text item from the page.
Insert images into a report
Add an image by dragging an image file from your computer directly onto the report, or by clicking the Add Image icon.
Right-click on the image for the following layout options:
- Show On All Pages: Show the selected image on all pages of the report.
- Always On Top: Specify that the image always shows on top when it overlaps with other page items.
- Always On Bottom: Specify that the image item always shows on bottom when it overlaps with other page items.
- Reapply Layout: After making changes, you can apply the original layout back to the image using this option.
- Remove Item: Delete the image.