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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
    • Why Inforiver
    • Get Started
      • Installing Inforiver for yourself
      • Installing from AppSource
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  • Working with Inforiver
    • 1. Build your first Inforiver report
    • 2. Displaying information
      • Report interface
      • Layout options
      • Templates
      • Basic formatting
        • Number formatting
        • Cell, header & value formatting
        • Totals & subtotals
        • Insert blank rows
      • Basic inline charts
    • 3. Basic interactions
      • Explore & filter data
        • Search & Filter
        • Explorer
        • Top N + others
      • Sort & reorder data
      • Show/hide values
      • Manage column widths
      • Manage hierarchies
      • Create visual hierarchies
      • Pin rows & columns
      • Blend measures
      • Dynamic measure headers
      • Context menus
        • Column gripper
        • Row gripper
      • Actions
        • Rails
        • Toolbar options
        • Keyboard shortcuts
        • Reset
    • 4. Adding business logic and formulae
      • Insert calculated rows
        • Template rows
      • Insert calculated columns
      • Insert manual input rows
      • Insert manual input columns
        • Number
        • Dropdown
          • Dropdown options from semantic models
          • Lookup visuals for dropdowns
        • Text, checkbox & date
        • Writeback Matrix features
      • Invert sign
      • Editing cells
      • Quick formula
      • Visual column inside visual measures
      • Manage inserted rows
      • Manage inserted measures & columns
      • Pivot data
      • Insert image URLs
    • 6. Working with charts
      • Sparkline charts
      • Stacked charts
      • Bullet charts and clustered bar charts
      • Waterfall charts
      • Bar and pin charts
      • Change/deviation charts
    • 5. Conditional formatting
      • One-click options
      • Create rule
        • Rules (If conditions)
        • Color scale & data bars
        • Classification
        • Ranking
      • Manage rules
    • 7. Planning, budgeting & forecasting
      • What-if analysis & simulations
      • Goal Seek
      • Scenarios (Writeback Matrix only)
      • Budgeting & allocations
      • Forecasting
        • Date rollover and extending forecasts
        • Editing forecasts and reforecasting
        • Autoclose forecasts
        • Distribute deficit
        • Row level forecast
        • User Access Control
        • Common Scenarios
          • Forecast using a Blank Template
          • Forecast using Existing Data
          • Adding Forecasts for Periods unavailable in the model
          • Creating daily and weekly forecasts
      • Set version
    • 8. Paginated reporting
      • Pagination
      • Header & footer
        • Text
        • Images
        • Charts
        • KPI cards
      • Report layouts (Report+)
      • Display and themes
    • 9. Commenting and collaboration
      • Notes
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        • Data-level comments
        • Assign & track tasks
        • Track changes
        • Report-level comments
        • Comment settings
    • 10. Exporting reports
      • Export to PDF & Excel
        • Excel export - operational boundaries
      • Ad-hoc emails
      • Snapshot (Writeback Matrix only)
        • Comparing snapshots
    • 11. Scheduling reports
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        • Select destination(s)
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      • Administration
    • 12. Data writeback
      • Settings
        • General Settings
        • Data Settings
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        • Writeback security settings
        • Writeback time-out & batch size settings
        • Advanced Settings
      • Destinations
        • Azure SQL (Managed DB)
        • Azure SQL
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        • Azure Data Lake Storage
        • Databricks
        • Snowflake
          • Setting up Snowflake OAuth
        • Amazon Redshift
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        • SAP HANA
        • Oracle
        • PostgreSQL
        • MySQL
        • OneDrive
        • SharePoint
        • Dataverse
        • Fabric Warehouse
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        • URL as destination
      • Logs
      • Reading mode
    • 13. Context awareness
    • 14. Manage aggregation
      • Row aggregation
      • Column aggregation
    • 15. Managing Inforiver Writeback Matrix visuals
      • Inforiver deployments in Power BI pipeline setup
      • Duplicating Writeback Matrix Visuals - Best Practices
      • Recommended practices while working with Power BI desktop
    • 16. Approval workflows
    • 17. Collaborative adjustment workflows
    • 18. Variables
      • Variable types
        • Number
        • Select
        • Text
        • Date
        • Date range
        • Boolean
        • Button
      • Variable bookmarks
    • 19. Leveraging Power BI bookmarks
  • Admin Console
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  • Display settings
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  • Formula syntax
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      • IF
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    • Math functions
      • ABS
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    • Text formatting functions
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      • VALUE
    • Date functions
      • DATEADD
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      • DAY
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      • DATE.SET
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      • SOWEEK
      • SOMONTH
      • SOQTR
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      • YEAR
    • Time intelligence functions
      • AGGREGATE
      • FILTER
      • COLUMN_PERIOD
      • LASTNDAY
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      • LASTNQTR
      • LASTNYEAR
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      • MOVINGAVERAGE
      • MOVINGSUM
      • MTD
      • NEXTNDAY
      • NEXTNMONTH
      • NEXTNQTR
      • NEXTNYEAR
      • QTD
      • QTRPERIOD
      • SHIFT
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      • TOTALQTD
      • TOTALMTD
      • VALUEAT
      • YEARPERIOD
      • YTD
    • Other operators
    • Identifiers
      • CLOSEDPERIOD
      • COLUMN.DATE
      • COLUMN.PARENT
      • COLUMNS
      • CURRENT_PERIOD
      • DESCENDANTS
      • FORECAST.CLOSED_END
      • FORECAST.CLOSED_START
      • FORECAST.OPEN_END
      • FORECAST.OPEN_START
      • GROUP INDEX
      • HAS
      • HAS_ALL
      • HAS_SOME
      • LEAVES
      • LEVEL
      • LOGGEDIN_EMAIL
      • LOGGEDIN_NAME
      • MATCH
      • MAXDATE
      • MEMBERS
      • MINDATE
      • RELATIVE
      • RELATIVE_COLUMN
      • ROW.PARENT
      • ROW.LABEL
    • Scripting functions
      • DISPLAYTOAST
      • EXPORT
      • LAYOUT
      • SETCFRULE
      • SETFILTER
      • SETFILTERBYINDEX
      • SETVISIBILITY
      • SHOWBETWEENPERIOD
      • SHOWCLOSEDFORECAST
      • TOPN
      • DISPLAY SETTINGS
        • SETBLANKLABEL
        • SETSUPPRESSZEROS
        • SETRAGGEDHIERARCHY
        • SEPARATOR
        • SETCOMBINECOLUMNHEADER
        • SEMANTICFORMAT
        • SHOWNULLAS
        • SHOWZEROAS
        • SINGLECHILD
    • Miscellaneous functions
      • FETCH
      • LOOKUP
    • Measure/Column selection functions
      • GETCOLBETWEENPERIODS
      • GETMEASURE
  • Advanced topics
    • Audit log
    • Backup & restore report config
    • Enterprise themes
    • PowerPoint integration
    • Drill down and roll up in performance mode
  • Infobridge
    • 1. Create bridge
    • 2. Add source to bridge
    • 3. Bridge Interface
    • 4. Manage queries
      • Query transformations
        • Append
        • Join
        • Duplicate
    • 4. Manage sources
    • 5. Insert rows from bridge
    • 6. Insert measure from bridge
    • 7. Manage Integration of visuals
    • 8. Manage Bridges
    • 9. Data transformations
      • Pivot table
      • Group by
      • Add Column
      • Pivot column
      • Rename column
      • Find and Replace
      • Remove measure
      • Filter rows
      • Sort
      • Text functions
      • Unnest
      • Round
      • Extract Comments
      • Import and export
    • 10. Integrating forecasts
    • 11. Collaborative adjustments
  • Accessibility shortcut keys
  • Inforiver Reporting Matrix FAQs
  • Inforiver Writeback Matrix FAQs
  • Video tutorials
  • Resources
  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.4.3
    • Inforiver Writeback Matrix April 2025 - v4.4.2
    • Inforiver Writeback Matrix April 2025 - v4.4.
    • Inforiver Writeback Matrix March 2025 - v4.3 - Time series formulae
    • Inforiver Writeback Matrix - March 2025 - v4.2
    • Inforiver Writeback Matrix March 2025 - v4.1
    • Inforiver Reporting Matrix March 2025 - V3.3.3 -New formatting and export options
    • Inforiver Writeback Matrix Feb 2025 - v4.0 - User permissions, High-performance mode, Input rules
    • Inforiver Writeback Matrix January 2025 - v3.9 - Fabric support, upgraded variables interface
    • Inforiver Writeback Matrix December 2024- v3.8 - Improved Scheduler Performance & Other Enhancements
    • Inforiver Writeback Matrix December 2024 - v3.7 - Merge rows, new rounding functions & More
    • Inforiver Writeback Matrix November 2024 - v3.6.2 - Import from Google Sheets & More
    • Inforiver Writeback Matrix October 2024 - v3.6 - Approval Workflows & Other Enhancements
    • Inforiver Writeback Matrix October 2024 - v3.5 - Lookup visuals & more
    • Inforiver Reporting Matrix Nov 2024 - v3.3 - Variables
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On this page
  • 1. Report+ views
  • i) Summary view
  • ii) Category dropdown
  • iii) List view
  • iv) Compare view
  • 2. Report & table headers
  • 3. Footer
  • 4. Customization options
  • i) Page total
  • ii) Margin
  • iii) Style

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  1. Working with Inforiver
  2. 8. Paginated reporting

Report layouts (Report+)

PreviousKPI cardsNextDisplay and themes

Last updated 3 months ago

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With Report+, you can build no-code paginated reports using preset designs, header/footer formatting capabilities, row/column/section breaks, summary/list/comparison views and more in a matter of minutes.

In the 'Design' tab, you can see the 'Report+' section highlighted in the below image. Let's take a detailed look.

Click on the 'Report+' icon. You can see that the visual gets updated as shown below. There is a menu below the toolbar which provides options for views. There is a table header and footer which is inserted automatically based on the data available.

1. Report+ views

On the left side of the menu, there are two options - 'Summary' and 'Category dropdown'. On the right, the two icons indicate the 'List view' and 'Compare view'.

i) Summary view

Click on the 'Summary' option. You can see a summary of the categories and the corresponding measures.

On clicking a particular category, you can navigate to the corresponding page.

ii) Category dropdown

You can navigate to any page in the report using the category dropdown. By default, the first page is shown. Click on another category.

You can now see the details for the selected category. Notice that the KPI card gets updated with the selected category's values.

Note that if 'Row break' is not applied to the highest hierarchy level, you can compare different combinations of the category and its parent category. In this example, a row break is applied for subcategories, hence you can compare Beverages -> Juices and Water -> Mineral water.

iii) List view

By default, the list view is selected. You can see each category on a single page in this view.

iv) Compare view

In the 'Compare view', you can see the categories side by side as shown below. This helps in the easy comparison of multiple categories.

Note that you can view multiple categories on each side by clicking on the dropdown as shown below.

2. Report & table headers

By default, the report header is hidden and there is a table header enabled which is customized based on the data assigned to the visual. In this example, since we have 3 measures, the variances for the primary measure relative to the additional measures are shown in the KPI card. On the left, you can see the fields added, date and category name.

a) As you hover over the header, you can see two context menus. One is for the report header and the other is for the table header.

b) Click on the outermost context menu - this corresponds to the report header. You can see the 'Show header' option.

c) The report header gets enabled as shown in the below image.

d) Let's navigate to the next page using the page navigation controls.

e) You can see that the report header shows the same values as it relates to the entire table, whereas the table header gets updated to reflect the values for the category in this page.

f) Let's hide the report header. Click on the context menu and select 'Hide'.

g) Double-click on the table header. In the 'Header & footer' customization toolbar, you can see the 'Table header' option.

3. Footer

By default, the table footer gets enabled which shows the page number.

a) The table footer can be customized by double-clicking on the header or selecting 'Edit' from the table footer context menu.

4. Customization options

You can apply customizations such as page total, and margins, and customize the summary and compare views. These options are highlighted in the below image.

i) Page total

On clicking the 'Page total' option, the total of the rows on each page is added at the bottom as shown in the below image.

ii) Margin

Margins can be chosen from the available options or you can define custom margins. By default, a 10px margin is applied.

You can define custom horizontal and vertical padding by clicking on 'Custom'.

In the dialog box, you can set the desired margin and click 'Apply'.

iii) Style

Style options are applicable for the summary view and compare view. The options available in the summary view are shown below.

There are additional options in the compare view as shown below.

a) Space between grids

You can increase the space between the left and right grids by increasing the 'Space between grids' as shown below.

b) Inlay style

By default, each category has a border around it. To turn it off, turn the 'Inlay style' toggle off. The 'Border thickness' and 'Header border color' fields are disabled when the inlay style is off.

When the inlay style is off in the summary view, the report looks like the below image.

c) Header border thickness and color

Border thickness and color can be customised using the highlighted options.

The same customizations in the summary view are shown below.

d) Detail height type

By default, the detail height for each category is based on the number of rows. Since the number of rows in Water is less than in Beverages, you can see the detail height is less.

You can also define custom heights for the details as shown below. The detail height should be between 0 px and 300 px.

If the defined detail height is more than the auto height (ie. the height at which all the rows fit without scroll), then the defined height is not considered. In this example, at 130 px there is no vertical scroll.

If the detail height is increased to 200 px, there is no change in the height.

e) Space between rows

The space between rows can be increased/decreased using the option highlighted in the below image.

f) Sync scroll

By default, scrolling in one category affects all the other categories. But if needed, this behaviour can be turned off by using the 'Sync scroll' toggle. Note that this is only applicable for vertical scroll.

h) On clicking 'Table header', you can see the header presets in the side panel. To learn more about the presets and customization, refer to .

b) The 'Header & footer' customization toolbar is shown below. To learn more about the customizations, refer to .

In the next section, we'll be covering .

Header & footer
Header & footer
display and themes
Report+
Report+
Report+ views
Summary view
Summary view
Category dropdown
Dropdown navigation
Category dropdown
List view
Compare view
Compare multiple categories
Header
Report and table headers
Report header
Report and table headers
Navigate to next page
Table header shows data relevant to the category on this page
Hide report header
Header customization
Table header presets
Footer
Editing footer
Footer customization
Customization options
Page total
Margin
Custom margin
Custom margin
Style options - Summary view
Style options - Compare view
Space between grids
Inlay style off
Inlay style off
Header border
Header border
Detail height - Auto
Detail height type - Custom
Detail height
Detail height
Space between rows
Sync scroll off