---
title: "Report Builder - Formatting"
canonical: "https://wiki.yellowfinbi.com/space/USER71/2032243/Report%20Builder%20-%20Formatting"
format: markdown
---
> Macro (anchor)



## Overview

Once the data and output styles have been defined through the report wizard you can define the formatting options on the output page to create presentation quality reports.

 

> Macro (html-bobswift)

 


## Menu Items

![image](media://4af96f10-41c0-4dcc-84c5-77d2eb609c39)

The main format menu provides you with access to all the data related formatting options. The formatting options are only visible if the report is in DRAFT mode – once ACTIVE the active menu will be displayed with additional report management features.

| **Icon** | **Menu Item** | **Description** |
| --- | --- | --- |
| ![image](media://18659de2-67d9-4777-8668-86b7ba47c88a) | **Hide Table** | This allows you to hide the tabular display in the report, showing only chart(s).   
 **<span style="color: #cc0000">Note:</span>** the report must contain a report for this option to be available. |
| ![image](media://5aecfc82-4235-4884-aec9-12126a6d105a) | **Show Table** | This allows you to display a hidden table in the report output, showing chart(s) and table.  
 **<span style="color: #cc0000">Note:</span>** the report must contain a report for this option to be available. |
| ![image](media://c77e6150-d45a-4fa7-913e-4be1f5bcd031) | **Report Formatting** | This menu allows you to apply formatting changes that affect the report as a whole. See [Report Formatting](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2032238) for more information. |
| ![image](media://8ba05783-a4a2-4e0e-9923-5b9980539f68) | **Column Formatting** | This menu allows you to apply formatting changes that affect a single field, rather than the whole report. See [Column Formatting](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2032232) for more information. |
| ![image](media://673bb1f4-4342-4c6e-b520-cdf08d2bcbe1) | **Conditional Formatting** | This menu allows you to apply alerts to a field based on defined conditions. See [Conditional Formatting](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2032227) for more information. |
| ![image](media://ab981dab-be01-497d-8234-b923bec3ffb0) | **Section Formatting** | This menu allows you to apply formatting changes that affect to the way sections are displayed. See [Section Formatting](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2032230) for more information. |
| ![image](media://d2ba2430-b641-4abd-9095-16a6af5babe5) | **Related Reports Formatting** | This menu allows you to apply formatting changes that affect the way [Co-Display Reports](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2031680) are displayed. See [Related Reports Formatting](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2032236) for more information. |
| ![image](media://e8c29272-8194-4417-8e31-bd1b621a6ff9) | **Filter Formatting** | This menu allows you to apply formatting changes that affect the way filters are displayed. See [Filter Formatting](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2032224) for more information. |
| ![image](media://aaf62fe2-77a6-4474-84d4-f4f94eddd5a6) | **Annotation** | This menu allows you to view and create annotations. See [Report Annotation](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2032257) for more information. |
| ![image](media://7ae1ea13-8685-4f81-a5e0-9550bb1c28c7) | **KPI** | This menu allows you to change the output to a KPI report display for use on a KPI Dashboard Tab. See [KPI Reports](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2032314) for more information. |
| ![image](media://d58a1072-85c0-476c-8d43-6b76c17b1b6b) | **Summary** | This menu allows you to create a summary of the report's key metrics and category breakdowns. See [Report Summary](https://yellowfin.atlassian.net/wiki/spaces/USER71/pages/2033720) for more information. |