In this article:
Full screen | Hide | Filter | Sort | Rows | Colors | Actions

General tips

XLReporting offers consistent user-friendly features across all pages, tables, and reports. Getting to know these features early on will save you time along the way:

Full screen mode

By clicking on the XLReporting in the left-top of the screen, you can toggle between 3 modes:

  • Normal mode
  • Minimized navigation - the menu navigation is minimized, but you can still navigate by hovering over the menu options or clicking on the vertical header to open the list of items.
  • Full screen mode - the report area takes up the entire screen, which is useful when you are working with reports. Click on the XLReporting logo to go back to normal mode.

screenshot toggle full screen

Hide columns

To hide columns that you don't need, right-click on any column header, and then simply click to switch the visiblity (the "eye") of every column:

screenshot hide data columns

This only hides columns on your screen, not in the database.

Filter data

To filter data on your screen, simply select a value from any of the dropdowns at the top of the screen:

screenshot filters data columns

This only filters data on your screen, not in the database.

Sort data

To sort data in tables and reports, simply click on any column header. If you click repeatedly on the same column, the sort order of that column will switch between ascending and descending:

screenshot sort data columns

Manage rows

To insert, delete, copy, or move rows (when you are editing data), you can either right-click on a row, or click on the ☰ button in the last column of a row:

screenshot insert delete data rows

Give it some color!

You can pick a different color for every value field when you are editing the layouts of reports and charts. This will improve the clarity of your information:

screenshot data colors

(but we accept no responsibility for poorly choosen combinations of colors ..)

Actions

In the right-top of the screen you will find a Save button to save your changes (where applicable), and an Actions button with relevant options:

screenshot data save actions

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