Format Menus

Introduction

All of the elements inside an InfoView report (tables, charts, cells, etc.) have extensive formatting options. Most elements also have their own "Format" panel that centralizes many of these options. Because the InfoView menus are dynamic, the "Format" menu will be different depending on where you click inside the report.

These menus are not only a quick way to format your report elements, they also provide some options that are not easily available as menu buttons elsewhere in the system.

This guide provides a list of clicking locations and the "Format" Menu attached to them.

Video

Step-by-Step Guide

Prerequisite: Have your report open and make sure it is in Design Mode. If necessary, refresh your report.

Get to the Format Menu

The Format Menus can be reached in three different ways.

Method 1: Edit Report Menus

1. Click once on the element that you would like to format.

2. Navigate to the sub-menu Formatting, then "Tools" and click "Format"

Screenshot of InfoView menus showing location of format button

Method 2: Right-click (ctl+click for macs)

1. Right-click on the element that you would like to format.

2. Select "Format...." at the bottom of your menu options.

Screenshot of InfoView right-click menu showing location of format option

Method 3: Ctl+D

1. Click once on the element that you would like to format.

2. Hold the Control button and type D.

Select Elements Table:

Where to Click Cursor Shape Format ___ Menu
Clicking inside a cell Screenshot of normal arrow shaped cursor Format Cell or Format Number
Clicking on a cell border Screenshot of double-arrow shaped cursor Format Cell or Format Number
Clicking on the outside edge of the table Screenshot of quad-arrow shaped cursor Format Table
Clicking on a chart Screenshot of normal arrow shaped cursor Format Chart
Clicking outside other elements but inside a section Screenshot of normal arrow shaped cursor Format Section
Clicking inside the report tab header Screenshot of normal arrow shaped cursor Format Header
Clicking inside the report tab footer Screenshot of normal arrow shaped cursor Format Footer
Clicking outside all other elements or no selection Screenshot of normal arrow shaped cursor Format Report