This section covers the various Excel formatting options you can configure within Equinox for any custom reports that are downloaded/exported as an Excel file.
To access the Excel formatting:
- Click Reports > Export Settings
- This takes you to the Report Export Settings Page
- Click the Excel Options button on the left-hand side
- Click Update to save any changes you have made to the Export Settings
The default settings are displayed in the screenshot below:
This table gives an outline of the Excel options you can configure:
Setting | Descriptions |
Create Auto Filters | Each column will have the option to filter the results |
Freeze top row (pane) on report | The first row in your spreadsheet will remain visible on your screen when you scroll down the results |
Font | Set the font you'd like the text to display in |
Column Titles | Choose the alignment of the column headings |
Number Field Text Align | Choose how numbers are aligned within cells |
Text Field Text Align | Choose how text is aligned within cells. |
Column Titles: | Additional options to set the font colour/ background colour/ font formatting |
Even Rows: | Set the font colour/ background colour/ font formatting for even rows in the spreadsheet |
Odd Rows: | Set the font colour/ background colour/ font formatting for odd rows in the spreadsheet |