28 docs tagged with "output-designer"

Design a Report Forge output with KPIs, charts, tables, and filters.

Choose between grid and freeform layout modes in the Report Forge output designer.

Tutorial for building a KPI page in Report Forge using computed fields for CPI, SPI, and cost variance — with conditional formatting on KPI cards.

Complete reference for Report Forge conditional formatting — threshold colour rules, icon sets, data bars, text style rules, background fill, RAG source, rule stacking, and troubleshooting.

Tutorial for configuring conditional page visibility in Report Forge — a Variations page that renders only when rows exist, and a Critical Risks page triggered by Red severity.

Design patterns for conditional page and component visibility in Report Forge — progressive disclosure, RAG-triggered narrative, milestone achievement, and parameter-based format variants.

Use the Report Forge output designer to turn edition data into a polished report layout.

Bind blueprint fields to Report Forge output components using sections, fields, wells, aggregations, and component-specific build settings.

Apply visual, page, and report filters in the Report Forge output designer using field conditions, operator logic, and parameters.

Configure Report Forge component styling, number formats, typography, colors, spacing, borders, axes, and conditional formatting.

Work faster in the Report Forge output designer with save, undo, redo, copy, paste, delete, and selection shortcuts.

Tutorial for configuring a single blueprint with three output templates — executive PDF, detail PDF, and data Excel — from one edition in Report Forge.

How to build cross-project and portfolio reports in Report Forge — project parameter, lookup patterns, shared blueprint approach, and limitations.

Deep documentation for the Report Forge output designer, panels, layout modes, bindings, formatting, filters, pages, and shortcuts.

Learn the core Report Forge output designer surfaces, layout concepts, and component workflow.

Navigate the Report Forge output editor and its designer surfaces.

Manage Report Forge output pages, page settings, headers, footers, page size, orientation, and margins.

Decision guide for choosing between parameters, filters, slicers, report variables, and calculated fields in Report Forge — with naming conventions and common patterns.

Create runtime parameters and derived calculated fields in Report Forge to build reusable, dynamic outputs.

Tutorial for building a multi-project portfolio dashboard in Report Forge — summary table, grouped bar chart, project slicer, and PDF export.

Choose the right Report Forge output component for tables, charts, KPIs, images, filters, and schedule-specific visuals.

How to use report variables in Report Forge output templates — static variables, expression-based variables, the {{var.Name}} syntax, and common patterns.

Full reference for every command group in the Report Forge Output Designer ribbon.

How to use running aggregate fields in Report Forge — running_sum, running_avg, running_count, running_min, and running_max — including configuration, sort dependency, and interaction with grouping.

Formal reference for Report Forge running aggregate functions — definitions, syntax, reset behaviour, filter interaction, and edge cases.

Step-by-step tutorial for building a cumulative cost trend with a rolling average overlay using running aggregates in Report Forge.

Use Report Forge designer status indicators and right-click actions to inspect and manage output components.

Fix common Report Forge output designer issues with bindings, filters, formatting, exports, and page overflow.