Customizing Your Standard Report's Behavior
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      3. Customizing Your Standard Report's Behavior

      How to Change the Labels in Your Report

      This article is specifically designed for individuals who are looking to customize their reports to align with their company's specific terminology. The examples provided in this article will assist you in making these adjustments quickly and effortlessly.

      Labels Before and After 4Before and After Changing Report Labels

       

      Quick Links

       

      6-Minute Video

       

      Getting Started

      1. Open the report inside the End User Report Designer

      2. Select the text field you want to change 

      Direct Cost Field SelectedA label is selected, containing the text "Direct Cost"

      When you select a label, it will be highlighted with a thin blue box and you will see two buttons on the right.

      Quick and Easy Label Changes - Option 1

      1. Double-check the contents inside the field to highlight the text.

      Contexts Selected inside Direct Cost LabelThe text "Direct Cost" is highlighted inside the label

      2. Type the text you want to see

      3. Save and run your report

       

      Quick and Easy Label Changes - Option 2

      1. After selecting the field, click the ⚙️(Gear) icon that appears on the right of that field.

      2. Inside the Text property, type the text you want to see

      Total Cost Text Inside Tasks PopupChange the Text using the Tasks Popup Menu

      If both the Text and Expression properties are filled in, the report will print the contents of the Expression property when it is run.

      3. Save and run your report

      Change Your Label's Prefix/Suffix

      1. After selecting the field, click the ⚙️(Gear) icon that appears on the right of that field.

      2. Tip: Clear the contents inside the Text and Format String properties.

      When using the Expression Editor, having content in the Text or Format String properties may lead to unexpected outcomes.

      3. Open the Expression Editor using the ellipsis button to the right of the property

      Expression Editor Button2The Expression Editor button is highlighted inside the Tasks popup

      4. With Text selected on the left, use the top main section to update your text.

      Expression Editor for WBS1GroupChange your label's output using the Text section of the Expression Editor

      Here are some examples and syntax guidelines:

      Expression Sample Output
      [WBS1Group] A Substructure
      'Total ' + [WBS1Group] Total A Substructure
      [WBS1Group] + ' Total' A Substructure Total

      • Static text is surrounded by single quotes

      • Dynamic text, like a line item's WBS Property Value, is surrounded by [ ] brackets and gets populated by the database when running the report.

      • Using the + symbol to combine text elements

      5. Click OK

      6. Save and run your report

       

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