Layering components in the editor →

Many components in the template editor support layering. To modify the layering of a given component: Right click on the component From the component context menu, hover on Layering, and choose Move to back, Move to front, Move forward, or Move backward Note that tables do not support layering

Component context menus →

All template components in ConnectReport have a context menu available by right-clicking on the component. Depending on the component, different options may be available and many of these options are documented in the documentation specific to these components. There are a few options in context menus that are available to nearly all components including the following: Delete: Deletes the component Layering: Allows you to control the layering of the component, see Layering components in the editor

Component properties sidebar →

The component properties sidebar provides fine grained control over component positioning and sizing, as well as some options that are only available to specific components which depend on what component type is currently selected. Open the component properties menu # To open the component properties menu: Select a component in the editor stage In the sidebar navigation, click the three vertically stacked dots on the right and choose Component properties You can augment component properties from this menu


Create and edit text boxes →

Text boxes allow you insert formatted text, titles and content in templates. Insert a text box # To insert a text box: Click Insert in the editor ribbon menu navigation Within the ribbon menu, Text box Click on an empty area within the editor stage to insert the text box Edit a text box # To edit a text box: Click on a text box in the editor stage Within the text box, type to modify text To format the text, click Format in the editor ribbon menu navigation.

Working with dynamic text boxes →

Dynamic text boxes allow you insert formatted text connected to your data source. When a template containing a dynamic text box is rendered, the dynamic text is automatically evaluated by the data connection and updated in the output. Insert a dynamic text box # To insert a dynamic box: Navigate to a data connection in the data sidebar Under the “Components” section, drag and drop a dynamic text component into an empty area in the editor stage Edit a dynamic text box # To edit a dynamic text box:


Working with fields →

Fields are the building blocks of tables and pivot tables. Fields may also be thought of as columns. There are a number of options available to augment sorting, formatting, totaling, and other features of fields. Modify a field # To modify a field: Click on a field in a table in the template editor The currently selected field has a blue arrow in the upper right corner Click Field in the editor ribbon menu navigation Within the ribbon menu, a number of options are available and described below.

Applying conditional formatting to fields →

Conditional formatting allows you to set the background and text color of fields depending on the field value. To apply conditional formatting: Right click on a given field in a table Click Conditional formatting Choose a condition (e.g. greater than, between, less than, etc.) Choose a value for the condition To add an additional rules click Add rule When done, click Apply Conditional formatting rules are executed in order from top to bottom.


Add images to a template →

The image component allows you to upload images or choose images configured by a content administrator for use in your templates. Text boxes allow you insert formatted text, titles and content in templates. Insert an image # To insert an image: Click Insert in the editor ribbon menu navigation Within the ribbon menu, Image Click on an empty area within the editor stage to insert the image A file browser will appear.


Adding visualizations from data connections →

Supported data sources: Qlik Sense, Sisense Visualizations allow you to re-use visualization content from your data connections. If you are using a data source that supports visualizations, you can retrieve visualizations from the data connection and use them in templates. Visualizations are automatically updated whenever the template is executed. Add a visualization from a data connection # Locate the visualization you want to use from within the data source sidebar Drag the visualization into an empty area within the editor stage The visualization will automatically preview within the editor stage


Grouping in tables →

Straight tables support several concepts of grouping, including group top and group left. Once a table is grouped, it can be used as a group section, which is a concept in ConnectReport that allows you to create repeating areas in templates filtered on specific values of the table. Applying group left on a table # Left groups allow you to prevent redundant/repeated field values from printing below each other in a given table.

Getting started with tables →

Tables in ConnectReport are powerful template components that allow you to build paginated data output. Insert a table # There are several ways to insert a table into the editor stage. From a given data source, you may drag in a specific field (dimension or measure), or an entire table onto a template page. Using the live preview, you can quickly view the output of the table. Format a table # To format a table:

Working with data grids →

Static tables allow you to arrange summary level information in a tabular format within your reports. Unlike regular tables in ConnectReport, where fields are repeated for every value in the data set, content from data connections (such as dimensions or measures) used in data grids is not repeated. If you want to display multiple KPIs, measures, or dimensions that are filtered down to a single value, data grids may be useful.

Working with pivot tables →

Supported data sources: Qlik Sense Pivot tables allow you to summarize and aggregate data in unique ways to highlight desired information for your report audience. ConnectReport supports pivot tables for Qlik Sense data connections. Insert a pivot table # From the data connection sidebar, under Components, drag and drop a Pivot Table into the editor stage. Drag the dimensions into the desired position. If you want the dimensions to present as rows, drag them into the left column of the pivot table.


Working with pages →

A template is comprised of pages. By default, templates contain one page. You can add additional pages to templates using the steps described here. Add additional pages to templates # To add an additional page to a template: Click Template in the editor ribbon menu navigation Within the ribbon menu, Add page Modify the order of pages in a template # To change the order of pages in a template, you can move pages up or down.