Add pages and report navigation

The ability to add pages and navigation options to reports lets you organize related data, improve report performance, and minimize the overall complexity of reports.

Add pages and navigation items to a report

To add a page to your report, follow these steps:

1. Edit your report .
2. In the report header navigation, select the New Pageoption from the Pagedrop-down menu.

If  your report has more than one page, you can also add a new page by following these steps:

1. Open the Propertiespanel, and click Page __ of __in the toolbar to open the Report Pagespanel. Alternatively, select the Manage pagesoption from the Pagedrop-down menu in the report header navigation.

   

2. Click the Add a pagebutton to add a page to your report.

You can also click the Add a pagebutton in the Report Pagespanel to add sections, dividers, and headers.

Limits

You can add only three levels of page sections on a single report page.

Example

1. Page (level 1)
2. Section (level 1)
   1. Page (level 2)
   2. Section (level 2)
      1. Page (level 3)

Navigate between pages and sections

Report viewerscan navigate between pages and sections in several ways:

• Use the  navigation panel to click a specific page, section, or header name.
• Use a keyboard:
  • Left and right arrows, or page up and page down to navigate to the next page or the previous page.
  • Home and end keys to navigate to the first page or the last page.

Report viewers can expand and collapse the navigation panel by clicking the Expand/collapse navigation drawerbutton. When the navigation panel is collapsed, page numbers or icons will display in lieu of section or page names.

Report editorscan navigate between pages and sections in several ways:

• Click the left and right arrows on either side of the Page _ of _button in the toolbar.
• Use the Report Pagespanel to click a specific page, section, or header name.
• Use a keyboard:
  • Left and right arrows, or page up and page down navigate to the next page or the previous page.
  • Home and end keys navigate to the first page or the last page.

• Use the Searchbox in the Report Pagespanel to find a page, section, or header by name.

  Note that this doesn't search for text in the report itself.

If you would like the navigation panel to display for report editors, follow these steps:

1. Edit your report .
2. Select the Show navigation in edit modeoption from the Viewdrop-down menu in the report header navigation.

Make changes to a page or navigation item

Once you have added navigation items to a report, you can customize and manage them on the Report Pagespanel.

You can choose from several options:

• Rename : This option lets you rename a page, section, or header
• Duplicate : This option lets you make a copy of a page.
• Delete : This option lets you delete a page or navigation item.
• Hide in view mode : This option lets you hide sections and pages from report viewers.
• Select icon :This option lets you add an icon to section and page names.
• Move :This option lets you reorder pages, sections, and headers.

Rename

New pages and sections have the default names Untitled Pageand Untitled Section.

New headers have the default name Header.

To rename a new page or a new header, follow these steps:

1. Edit your report .
2. Open the Propertiespanel, and then click Page __ of __in the toolbar to open the Report Pagespanel. Alternatively, select the Manage pagesoption from the Pagedrop-down menu in the report header navigation.
3. Hover over a specific item.
4. Click thethree-dot menu icon.
5. Click the Renameoption.
6. Enter a new page or header name in the name text field.
7. Click outside of the text field, or select Enter(PC) or Return(Mac) on a keyboard to save your changes.

Duplicate

Duplicating a page creates a copy of that page in the current report. You can only duplicate individual pages. You cannot duplicate a section or a header of a page.

Delete

Deleting a page, section, or navigation item removes it from the report.

Hide in view mode

The Hide in view modeoption lets you hide a page or section in a report to prevent viewers from seeing it. You might want to hide a page or section if it contains information that you want only other report editors to see.

To hide a page or section on a report, follow these steps:

1. Edit your report .
2. Open the Propertiespanel, then click Page __ of __in the toolbar to open the Report Pagespanel. Alternatively, select the Manage pagesoption from the Pagedrop-down menu in the report header navigation.
3. Hover over a specific page or section name.
4. Click thethree-dot menu icon.
5. Click the Hide in view modeoption.

To unhide a page or section, follow these steps:

1. Hover over a specific page or section name on the Report Pagespanel.
2. Click thethree-dot menu icon.
3. Click Show in view mode.

Things to consider about Hide in view mode

When a page or section is hidden on a report, the following things are true:

• Report viewerscan't navigate to that page or section.
• Report editorscan still see and edit that page or section.
• That page or section won't appear in PDF downloads.
• If you copy the report, that page or section will also be copied but will remain hidden.

Select icon

The Select iconoption lets you search for an icon to add to a page or section name in your report. The icon will appear next to the page or section name in the navigation panel and in the Report Pagespanel.

To add or replace an icon, follow these steps:

1. Edit your report .
2. Open the Propertiespanel, and then click Page __ of __in the toolbar to open the Report Pagespanel. Alternatively, select the Manage pagesoption from the Pagedrop-down menu in the report header navigation.
3. Hover over a specific item.
4. Click thethree-dot menu icon next to a page or section name.
5. Click Select icon.
6. Use the search option or select a Categoryto find an icon.
7. Click Apply.

If you've added icons, you'll see those icons instead of page numbers when the navigation panel is collapsed with the Expand/collapse navigation drawerbutton.

Limits

• Icons can be applied only to the top level of content. Pages within a section, for example, can't have an icon.
• If you apply an icon, all top-level content will have an icon. If no icon is selected, a default icon will appear for pages and sections.

Move

Using the Moveoption lets you reorder pages, headers, and sections on your report.

To move a page, header, or section, follow these steps:

1. Edit your report .
2. Open the Propertiespanel, and then click Page __ of __in the toolbar to open the Report Pagespanel. Alternatively, select the Manage pagesoption from the Pagedrop-down menu in the report header navigation.
3. Hover over a specific item.
4. Click thethree-dot menu icon next to a page or section name.
5. Choose one of the following Moveoptions:
   • Move to top
   • Move to bottom
   • Move up
   • Move down

Reorder pages, sections, and navigation items

As an alternative to the Moveoption, you can quickly change the order of items in the Report pagespanel by using your mouse to drag and drop items into a new position.

To reorder a page, section, or navigation item, follow these steps:

1. Edit your report .
2. Open the Propertiespanel, and then click Page __ of __in the toolbar to open the Report pagespanel. Alternatively, select the Manage pagesoption from the Pagedrop-down menu in the report header navigation.
3. Hover over a specific item that you wish to move.
4. Click the move option on the left of the item to drag it up or down to its new position.

Change report navigation for report viewers

Leftnavigation is the default navigation option for report viewers.

To change the appearance of the page navigation for report viewers, follow these steps:

1. Edit your report .
2. In the toolbar, click Theme and Layout.
3. Select the Layouttab.
4. Under View Mode, select the Navigation type.

Page navigation options include the following:

• Left: Pages appear in a collapsible drawer in the left margin of your report. This is the default navigation option for report viewers.
• Tab: Pages appear as tabbed links at the top of the report.
• Top Left: Pages appear in a drop-down menu in the upper left of the report.
• Hidden:No page navigation is displayed.

Related resources

• Use report theme and layout settings to adjust the appearance of the page navigation.