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What’s New

Qrvey 8.7
Version 8.7 of the Qrvey platform is now available to customers! This version includes new features including area charts, the ability to pivot and export data, as well as numerous bug fixes and performance improvements.
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Qrvey 8.6
Version 8.6 of the Qrvey platform is now available to customers. This version includes several new feature enhancements and performance improvements.
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Required Update for 8.5.1
Attention 8.5.1 customers: for any 8.5.1 instance deployed prior to 08/05/2024, an update is required to ensure you are running the latest images.
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Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
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End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
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Version: 8.4

Designing Reports

The Pixel-perfect Reports Builder provides a variety of design and layout options for formatting reports.

Insert an image​

You can add images to your report by uploading them or linking to a URL.

To insert an image​

  1. Click the Image icon in the toolbar.

  2. Click on the canvas to insert the image object. Size and position the bounding box as desired. The Configuration panel updates to display Image Configuration options.

  3. In the Image Configuration panel, paste the URL to the image in the field provided, or click Upload Image and upload an image file.

  4. Under Aspect, select how the image fills the bounding box:

    • Contain. Image resizes to fit in the container without changing proportions.
    • Cover. Image retains its size and aspect ratio, regardless of the size of the bounding box.
    • Fill. Image resizes and changes its proportions to fit in the container.
  1. On the canvas, adjust the size and position of the image box as needed.

Add text​

You can add either static or dynamic text to your report by drawing a Text box on the canvas and configuring its settings. Text settings include:

  • Font Type
  • Font Size
  • Text Styles (Bold, Italic, etc.)
  • Font Color
  • Background Color
  • Alignment
  • Text Wrapping
  • Borders
  • Padding

Dynamic text is configured using tokens. Pixel-perfect Reports provides the following types of tokens:

  • Data tokens. Displays dataset columns and their aggregates.
  • System tokens. Provides options for date and time tokens.
  • Report tokens. Provides options for inserting page numbers, total page count, and report name.
  • Parameters. Enables you to display parameters in the report.

You can only add one token per text box.

To add text​

  1. Click the Text icon on the toolbar.
  2. Draw a bounding box on the canvas. Size and position the box as desired. The Configuration panel updates to display Text Configuration options.
  3. To add static text, click in the box and type your text.
  4. To add a token, click in the Token symbol {} inside the text box, and select an option from the dropdown menu. A string displays in the text box, which the system uses to resolve the token.
  5. Use the settings in the Text Configuration panel to format the text.

Draw a shape​

The Report editor enables you to draw lines, rectangles, and ellipses on the report canvas. You can also configure the colors, line styles, and other visual settings for each shape.

To draw a shape​

  1. Click the Shape icon on the toolbar and select one of the options:

    • Line
    • Rectangle
    • Ellipse

  2. Draw a bounding box on the canvas. Size and position the box as desired. The Configuration panel updates to display Line/Rectangle/Ellipse Configuration options.

  3. Use the settings in the Configuration panel to define colors, line styles, and other visual settings for the shape.

Add a page break​

Page breaks enable you to improve the readability and organization of your reports. You can only add page breaks to the Body of the report.

To add a page break​

  1. Click the Page Break icon in the toolbar.
  2. Navigate to the body of the canvas. Notice the mouse pointer changes to the Page Break icon.
  3. Click to insert the page break. A line displays on the canvas indicating the page break.
  4. Change the location of the page break as needed. Click the Drag handler and move the page break up or down on the canvas.

Set up the page size and orientation​

The Page Setup feature enables you to modify the page orientation, paper size, and units of measurement.

To change the page setup​

  1. Click the Page Setup icon on the toolbar. It displays the current paper size and unit of measurement. The Page Setup dialog displays.
  2. On the Page Setup dialog, select the following options:
    • Paper Size
    • Units of Measure
    • Width
    • Height
    • Orientation
  3. Click Save.

Show/hide gridlines and rulers​

Gridlines and rulers help you arrange components on the canvas. To show or hide them, click the Grid icon on the toolbar and select or clear the following options:

  • Show Gridlines
  • Show Ruler

Align components​

The Align components feature helps arrange the components with more precision. To align components, select them on the canvas and click the Align Objects icon on the toolbar. Select one of the following options:

  • Align left
  • Align center
  • Align right
  • Align top
  • Align middle
  • Align bottom

Arrange components​

You can arrange overlapping components so that one is in front or behind the other. Select the component you want to arrange and click the Arrange Components icon on the toolbar. Select one of the following options:

  • Send to front
  • Send to back

See also: