Useful tips

This page explains a number of common features on all pages in XLReporting.

You can also watch the tutorial video.

Minimize the menu

You can collapse (minimize) the menu by clicking on ☰ XLReporting in the left-top. Clicking again will restore it to the way it was. This setting will automatically be remembered for you.

Full screen mode

By clicking on the 👁 eye button in the left-top of the screen, you can toggle between 2 modes:

• Normal mode - the menu is expanded, and header information is visible.
• Minimized - the menu bar is collapsed (minimized), and the report area takes up the entire screen, which is useful when you are working with large reports.

Favorites

By clicking on the ★ star button in the left-top of the screen, you can bookmark (or remove) your favorite reports and models. You can then open these via the Favorites option in the menu.

How to use data

This section shows the commom functionality when working with data sets in XLReporting.

You can also watch the tutorial video.

Search

There are 2 ways to search information:

• By clicking on the 🔍 search button in the left-top of the screen, you can search the options in the left-hand menu. As soon as you start typing text, the menu will only show relevant options, making it easy to navigate.
• By pressing Ctrl+F or selecting Actions - Find text, you can search the contents of a report or model. As soon as you start typing text, the data will be filtered on any rows that match your search text, and matching rows are clearly marked with a background color.

Filter data

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

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.

Filter data

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

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

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:

Hide columns

To hide columns that you don't need, right-click on any column header, and click the "👁 eye" button to switch the visiblity of that column:

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

Move columns

To change the order of columns, click on any column header and simply move it (left or right) to the required position:

Excel integration

All data can be exported to Excel, and imported from Excel where applicable. If you have lots of data to be edited, it can sometimes be faster to do that in Excel using search & replace, copy down etc. Simply export the data, edit it in Excel, and import it back again. For more information on Excel integration, click here.

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: