Report Item: Text | GideonSoft Support
Welcome to our Knowledge Base
< All Topics
Print

Report Item: Text

This is how to add a bit of text that is static (manually entered) or dynamic (based on data from the database).

Text Options

  • Select how many columns (up to 4) are used for display.
  • Enter whatever text is needed (static/manual entry).
  • The size, alignment, text color and background color can all be customized.
  • Add+ … Individual portions of the displayed text can be formatted using the following (what we like to call “Html Pseudo Code”), with examples:
    • Bold Text … [b]bold text here[/b]
    • Italic Text … [i]italicized text here[/i]
    • Underlined Text … [u]underline text here[/u]
    • Line Break … insert a line break between this [br] and this
    • Space … insert a line break between this [s] and this
    • Tab … insert a tab between this [t] and this
    • Indented Text … [indent]indented text here[/indent]; be sure to set alignment to left (or right)
    • Indented Text w/Size … [indent size=30]indented text here[/indent]; be sure to set alignment to left (or right)
    • Bullet list … listing some colors: [li]red[/li] [li]green[/li] [li]blue[/li])
    • Header … [header]Header Text here[/header]
    • Header w/Color …[header color=red]Header Text here[/header]
      • Colors available include blue, red, green or purple
    • Text w/Color …[text color=red]Header Text here[/text]
      • Colors available include blue, red, green or purple
    • Icon …
    • Table … Example of a 2 column table with 1 header row and 1 data row: [table][tr][thead][th]Header 1[/th][th]Header 2[/th][/tr][/thead][tr][td]Cell 1[/td][td]Cell 2[/td][/tr][/table]
      • To display no border on the table, change the first bracketed item in the from [table] to [table border=n]
      • To explicitly display a border on the table, change the first bracketed item to [table border=y]
    • Table Cell … [td]table cell[/td] (make sure all rows result in the same number of columns!)
    • Table Cell w/Column Span …[td colspan=3]CELL TEXT[/td] (again, be sure all rows result in the same number of columns!)
  • Available Fields … Fields that have been added in the Data Options section below will be available here to quickly add. Whatever Label is provided in Data Options will be displayed in the list here.

Data Options [Beta]

This is how to enter dynamic text, meaning it can change based upon data stored in the system.

Single-Value Data … Link variable in the text using brackets, [Reference]. The text replacement is limited to the first row so filter and sorting options must be added to make this work.

  • For each variable selected, there are additional options:
    • Link to another report …
      • Report … Select the report from the dropdown.
      • Popup Window Caption … Enter text to be displayed at the top of the box that opens the report.
      • Link Tooltip … Enter text displayed when hovering over the link.
    • Conditional formatting .. based on logic rules you set, this can change the displayed text and background colors. You can also set formatting rules based on a 2nd variable. For example, you can display the Most Recent Bench Press score variable, but format it to display in green if it is higher than 250, or in red if it is lower than 150.
    • Value Formatting … see Using Value Formatting for Displayed Variables .

Detail Data … The data used for text replacement will be limited to the first row selected, so make sure the data has the proper filters and sorting applied. To replace text in the text block, use square brackets around the reference, as shown here: [Reference]

  • Data Source … Select one:
    • Evaluations 
    • Observations 
    • Ranks
    • Scores
    • Survey Evaluations
  • Person filter options … this filters the source by using the selected person:
    • As Target Only
    • As Evaluator Only
    • As Target or Evaluator
  • Group records together … when enabled, this groups similar rows/records together into a single row/record, and a Summary dropdown becomes available, when adding Fields, to perform an aggregate function on those grouped rows/records:
    • Sum
    • Average
    • Count
    • Max
    • Min
    • Standard Deviation
  • Sorting … add one or more Sort Fields, select which direction they should sort, and in what order.
  • Fields … add one or more Fields to be referenced in the text.
  • Data Filters … Begin by clicking ‘Add Criteria’. Select an item from the Field drop down, and Operator and a Value to filter down the list of items that will be displayed.
  • Click Save.

 

= = = = =

Version(s): GideonSoft 2021 Release 2 and later

Table of Contents