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Reporting Options - How to configure the Formatting tab of a user report

The Formatting tab allows users to customize how the results will be formatted.  Note that there are  exceptions where the formatting logic does not apply (see Exceptions).   With the exception of Cus

Updated over 2 weeks ago

The Formatting tab allows users to customize how the results will be formatted. Note that there are exceptions where the formatting logic does not apply (see Exceptions).

With the exception of Custom Format, all format types are sensitive to the user's computer settings. For example, a Short Date in the US is formatted M/d/yyyy (eg 6/15/2009), but a Short Date in France is formatted dd/mm/yyyy (eg 15/06/2009). For simplicity, the example formats listed below assume a US setting.

Amount Fields and Account Sums

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Amount columns have default format of #,##0.00. For any amount field, click the arrow to see a list of available formats. The previews shown on screen will appear based on the user's computer settings. e.g. £ for UK, $ for US, etc.

  • Unspecified: The resulting US format will be the number without decorations (eg 12345.67890123456).

  • Equus Default: The resulting US format will be a 2-decimal currency value (eg $12,345.68).

  • Whole Amount: The resulting US format will be a whole currency value (eg $12,346).

  • Compact: The resulting US format will be a 2-decimal numeric value (eg 12,345.68)

  • Extended: The resulting US format will be a 4-decimal currency value (eg $12,345.6789)

  • Generic: The resulting US format will be a whole numeric value (eg 12,345)

  • Custom Format: The custom amount formatting string is per the Microsoft Custom Numeric Format Strings Specification

Date and Date Time Fields

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Tick the checkbox to 'Only use formatting when report is run as HTML, Excel, Excel (.xls) or PDF'. Note if this is ticked, formatting settings specified on the tab will be replaced by the Equus Default.

Date and Date time columns have default format of MM/DD/YY. For any date field, click the arrow to see a list of available formats including a preview of the format using the current date and time. The previews shown on screen will appear based on the user's computer settings.

  • Unspecified: The resulting US format will be M/d/yyyy h:mm:ss AM/PM (eg 6/15/2009 1:45:30 PM).

  • Equus Default: The resulting US format will be M/d/yyyy (eg 6/15/2009).

  • Short Date: The resulting US format will be M/d/yyyy (eg 6/15/2009).

  • Long Date: The resulting US format will be ddd, MMM dd, yyyy (eg Monday, June 15, 2009)

  • Short Time: The resulting US format will be h:mm AM/PM (eg 1:45 PM)

  • Long Time: The resulting US format will be h:mm:ss AM/PM (eg 1:45:30 PM)

  • Full Date Short Time: The resulting US format will be ddd, MMM dd, YYYY h:mm AM/PM (eg Monday, June 15, 2009 1:45 PM)

  • Full Date Long Time: The resulting US format will be ddd, MMM dd, YYYY h:mm:ss AM/PM (eg Monday, June 15, 2009 1:45:30 PM)

  • General Date Short Time: The resulting US format will be M/d/yyyy h:mm AM/PM (eg 6/15/2009 1:45 PM)

  • General Date Long Time: The resulting US format will be M/d/yyyy h:mm:ss AM/PM (eg 6/15/2009 1:45:30 PM)

  • Custom Format: The custom date/time formatting string is per the Microsoft Custom Date and Time Format Strings Specification

Custom Calc and Custom SQL Fields

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For any Custom Calc or Custom SQL field, click the arrow to see a list of available formats:

  • Unspecified: The resulting US format will vary based on the underlying data type.

  • Custom Format: The custom formatting string for the underlying data type.

Exceptions

The Formatting tab logic does not apply in the following scenarios:

  • Report run as Excel Data (.xls)

  • Where User Report is used as a Merge Data Source (e.g. Merge Documents, Email Templates, Billing Invoices, etc.)

  • Widgets

In the above scenarios, data can be formatted using SQL logic, the formatting from which is honored in all outputs.

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