Created 4/27/2020
Quick Start Guide
Change the Order of the Columns in a Report's Results
1. From My Reports, right click the report you want to use and click Edit. Or, in the Catalog, hover over
a report and click in the upper right.
2. Select the Display tab and the column you want to move in the Selected Columns list.
3. Click or to move the column up or down. The first column in the list is the leftmost column in
the report's results.
4. Click Save As if you want to create a new version of the report, and then click Run.
Change the Width of a Column in a Report's Results
1. From My Reports, select the report you want to use and click Edit. Or, in the Catalog, hover over a
report and click in the upper right.
2. Select the Display tab and double-click a column in the Selected Columns list.
3. Enter the column width you want to use and click Accept.
• Column width is measured in twips. To figure out how many twips to enter, compare the width of
the column you want to change to the width of other columns.
4. Click Save As if you want to create a new version of the report, and then click Run.
Change the Color and Font in a Report's Results
1. From My Reports, select the report you want to use and click Edit. Or, in the Catalog, hover over a
report and click in the upper right.
2. On the Appearance tab, select Set custom colors.
3. Indicate whether you want to set the colors and fonts by rows or columns.
4. For each row or column you want to change, click in the associated field to change the text color,
background color, or font type and size. Your changes appear in the preview below.
5. Click Save As if you want to create a new version of the report, and then click Run.
Call Attention to Specific Values in a Report's Results
You can change a report's display so specific values in the results stand out. For example, when running a
report to see all diabetic patients' recent A1C levels, you can have any level above 7 (abnormal) appear
with a red background so you can quickly identify patients to check on.
1. From My Reports, right click the report you want to use and select Edit. Or, in the Catalog, hover
over a report and click in the upper right.
2. On the Appearance tab, under Conditional Formatting, click Add Rule.
3. Choose to apply your formatting to a single cell or the entire result row.
4. Set when this formatting should appear: