Change the Layout of a Report

Required profiles: Analytics user or superuser

Using the right layout for your reports will make information easier for your internal or external stakeholders to read and understand.

Borealis offers several options for changing the layout of its Analytics reports.

Edit Mode

Before being able to edit reports, you need to enter the Edit mode of the report.

1. Navigate to Reports in Analytics.
2. Select the report for which you want to edit the layout.
3. Click on the Edit button in the upper right corner of the report page.
   While in Edit mode, all changes made to your report will be automatically saved.
4. Once you are done editing your report, click the Finish button.

Add and Edit Labels

After activating Edit mode, you can add widgets, labels and page breaks by clicking on the + Add button on the line that appears when you mouseover between widgets.

Add a Label

1. Activate the Edit mode of the report.
2. Place your mouse where you want to add a label between widgets.
3. Click on the + Add button line that appears.
4. Select Add label.
5. Specify what the label will say in the Add label form and format it as needed.
6. Click the Save button.

Those labels can be used to break up reports into handy sections where you can add more details or explanations to help users better understand the information displayed in the report.

You can use labels to:

• Add section titles.
• Explain the information being displayed.
• Explain the reason for displaying certain data.
• Call out certain results for periodic review.
• Guide users who will have to use the report.

Edit a Label

1. Activate the Edit mode of the report.
2. Mouseover the widget you want to edit.
3. Click on the Edit icon at the bottom right hand corner of the widget.
4. Specify corrections to what the label will say in the Edit form and format it as needed.
5. Click the Save button.

Remove a Label

1. Activate the Edit mode of the report.
2. Mouseover the widget you want to delete.
3. Click on the Remove icon at the bottom right hand corner of the widget.

The widget will be removed and the report updated.

Add Page Breaks

Page breaks are used for formatting your reports to improve the viewing experience of PDFs.

1. Activate the Edit mode of the report.
2. Place your mouse where you want to add a page break.
3. Click on the + Add button line that appears.
4. Select Add page break.

A page break will be added and the report updated.

Move Widgets

Any widget added to a report can be moved for the sake of convenience. Widgets can be positioned according to a dynamic and pre-established grid in Borealis. 

1. Activate the Edit mode of the report.
2. Mouseover the header of the widget you want to move (your cursor will become a cross).
3. Click and drag the widget to its new location.

Resize Widgets

Any widget added to a report can also be resized to accommodate the amount of information you want it to display.

1. Activate the Edit mode of the report.
2. Mouseover the widget you want to resize.
3. Position your cursor to the bottom right hand side of the widget (your cursor will become a line with an arrow on each end).
4. Click and drag the corner of the widget to resize it.