# Formatting Tools

Click on the '**Formatting**' button to access the formatting tools.

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FAdiSPwA2dA6ktXpAy4PB%2Fformatting?alt=media\&token=ae8d43e0-bf99-49d5-a7ca-dd14d154fd3e)

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2Frn9JiLRfrE3Rk29LipYX%2Fcurrency?alt=media\&token=3648dec5-8c1e-430d-b931-0caf4d40fc77)

Click on the respective buttons to **enable** the settings. You can enable multiple settings at a time. These are the formatting tools and their functions:

## **Show Grand Total**&#x20;

Enabling this option will give you the total of each numerical fields in the last row of the report. This setting is usually enabled by default.&#x20;

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FiHTRwevomaMfoOWIvbHk%2Fgrand-total.gif?alt=media\&token=2887dc7b-4908-4dc8-89ef-379c7bb6a84c)

## **Show Sub-total**

When the subtotal is enabled, the report will give the total of a group of values. The grouping is based on the first column from the left and its common inputs.

{% hint style="info" %}
**Note:** It only gives you the **sub-total of numerical fields.**
{% endhint %}

Here are a few examples.

:heavy\_check\_mark: Sub-total by **Order Date** :calendar:&#x20;

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FI0UKaqZoO4SSHmVg6xQ1%2Fsub-total?alt=media\&token=b2048209-4ca8-45a7-a5a9-8f5466d3dc56)

Here, the **order date** is in the **first column,** which is a **necessary requirement** for the Sub-total feature to work. Learn how to re-arrange fields by clicking [here.](https://docs.reportpundit.com/knowledge-base/customized-reports#re-arrange-fields)

:heavy\_check\_mark: Sub-total by **Product Name**

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2Fe5ypXuSOii24RIl9WsI9%2FScreenshot%202021-10-17%20at%201.44.13%20PM.png?alt=media\&token=4123cbaa-c5df-4e90-a12f-6930a6e97c07)

Again, having the **'Product Name'** in the **first column** is **essential** for Sub-total to work.

## **Show Grand total on top**

Enabling this option shows the 'Grand Total' on the first row below the fields.

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FTV87uCRig2M2MSPoeucW%2Ftop-grand-total?alt=media\&token=cf123bbe-b1ae-4eb3-9761-40b37fb3c194)

{% hint style="info" %}
**Note:** For this option to work, you must enable **"Show Grand Total".**
{% endhint %}

## **Wrap Primary Records**&#x20;

When Wrap Primary Record is enabled, all data contained in the first column from the left will be grouped into its common inputs.

Here are a few examples,

:heavy\_check\_mark: Wrap Primary Records by **Order Date**

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FuubnA995htvYxdki4OJ3%2FScreenshot%202021-10-17%20at%201.47.03%20PM.png?alt=media\&token=0486f7ce-8aeb-4667-9cac-041382cec932)

Here, the **order date** is in the **first column,** which is a **necessary requirement** for the 'Wrap Primary Records' feature to work. Learn **how to re-arrange fields** by clicking [**here**.](https://docs.reportpundit.com/knowledge-base/customized-reports#re-arrange-fields)

:heavy\_check\_mark: Wrap Primary Records by **Product Title**

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FDYKn3bi7yJ5W0swRso9A%2FScreenshot%202021-10-17%20at%201.50.11%20PM.png?alt=media\&token=78708bdf-9b0b-4d29-842e-df873e95e112)

Again, having the **'Product Name'** in the **first column** is **essential** for 'Wrap Primary Records' to work.

## Show Detailed Report

When this is enabled, the report will display detailed records by individual transaction.

**For Example:** In a normal report, the transactions are summarized under the respective order dates. But in a detailed report, each transaction is shown in a distinct row along with the exact time of the order.

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FkGcOm98uWzJaYNWDeuJS%2Fshow-detailed-report.gif?alt=media\&token=3d2d5a38-5834-46a5-868c-3f6b5c927e21)

## **Report Name for PDF Header**&#x20;

When you export the report as PDF, the report name appears on the top as the Header as shown below. This option is enabled by default.

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MVN3iF-DdMhu4BVsTA9%2F-M_i7Q4dwev6douQGqZN%2F-M_iAW165kV5mqRLP6Ay%2Fimage.png?alt=media\&token=f527ec64-7279-470e-b8a8-f8c0b53d6cfe)

## Insert Currency Format

Select the currency format to add symbols to currency-related number columns.

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FKT36raPQPKO1FLF8oh0j%2Fcurrency?alt=media\&token=6888d514-79b5-4ae4-af3a-f113c09b51af)

{% hint style="info" %}
**Note:** This is not a currency conversion tool. It is to be used only to add currency symbols to the reports.
{% endhint %}

## Select CSV Format

&#x20;We can enter any delimiter into the CSV Delimiter box, which acts as the separator when we export the file.

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FrlPSmrcTLl67zFHKgpiD%2Fformatting?alt=media\&token=850cf92f-07d4-49c7-9b9c-9867ed3f7627)

The most common delimiters are

* Comma ( , )
* Semi-Colon ( ; )
* Tab ( \t )
* Space ( )
* Pipe ( | )
