To ensure consistency, structure, and clarity across all reports in your system, SIX ERP provides Global Report Settings. These settings allow administrators to apply default styles and organizational structures that enhance the overall reporting experience for all users.
To configure the global settings for reports, administrators can navigate to:
Settings → Module Settings → Report Builder
From this section, you can manage the foundational elements that control the appearance and categorization of reports across the entire system.
In the Global Styles area, you can define how reports should look by default. This ensures a unified appearance across all reports, regardless of who creates them.
Available options include:
Text Alignment
Choose whether report content is aligned left or right, depending on your preferred style or regional reading habits.
Color Themes
Apply alternating row colors for improved readability. Options may include:
Grey – Neutral and clean.
Blue – Calm and professional.
Teal – Modern and fresh.
These settings create a consistent visual standard, ensuring all reports follow the same corporate identity and make data easier to scan and interpret.
Report Categories help you organize reports into logical groups, making it easier for users to find what they need.
For example, you might create categories such as:
Finance Reports
Sales Reports
Project Management Reports
HR Reports
When creating or editing reports, users can assign them to one of these categories, ensuring your reporting environment stays well-organized and scalable as more reports are added.
By maintaining clear categories, your team avoids clutter, and users can locate reports quickly without browsing through unrelated data.
Ensure brand consistency across all reports.
Promote readability with predefined alignments and colors.
Keep reports organized and easy to navigate with categories.
Reduce manual work by setting default styling rules for all users.
Support a smooth and professional reporting experience company-wide.
Changes made in Global Report Settings apply as defaults, but individual reports can still have unique customizations if needed during the report creation process. Think of these settings as the baseline that keeps the system coherent, while still giving report creators flexibility when required.
Read more:
Base Reporting in SIX ERP
First Steps to define Custom Reports
Step 1 - Defining Data Sources and Filtering
Step 2 - Grouping and Sorting
Step 3 - Defining Subtotals
Step 4 - Columns
Step 5 - Conditional Cell Formatting
Step 6 - Final Setup and Publishing