Edit report page setup, visibility, and numbers (Beta)

Customize and number your report pages to best match your reporting needs. This document covers how to configure your page setup (margins, orientation, size and rulers), add headers and footers, rearrange and manage pages, configure page visibility settings, and add page numbers.

For further formatting options like report themes and settings, see Customize report settings and themes (Beta). For more information on reports in general, see Reports overview (Beta).

User requirements

• You must be assigned an account type with Create, edit, and publish reports permission. See Account type and license overview.
• You must be in Edit mode.

Edit page setup

Change page margins, orientation and size

To change page setup:

1. Click the background of your report to open the Settings tab in the editor panel.
2. Expand the Page Layout section.
3. To change margin size, enter your desired pixel size for Margins. This will be applied uniformly through the upper, lower, left and right margins.
4. To change page orientation, select Portrait or Landscape.

Show or hide page rulers

You can show or hide page rulers to help with element alignment and sizing:

1. Click the background of your report to open the Settings tab in the editor panel.
2. Expand the Ruler section.
3. Turn the Show ruler toggle on or off to show or hide page rulers.
4. Select Pixels, Inches, or Centimeters as your preferred unit of measurement.

Add and resize headers and footers

1. Click the background of your report to open the Settings tab in the editor panel.
2. Expand the Header and/or Footer section.
3. Turn the Header and/or Footer toggles on or off to add or remove a header or footer.
4. Enter your desired pixel size for the header or footer Height.
5. To add elements to the header or footer, add your desired element to the report using the Add element bar. You can then drag and drop the element into your header or footer.

Add, rearrange, duplicate, or delete pages

Add and rearrange pages

To add a new blank page:

1. Next to Pages, select + Add new page. A new page appears.
2. To rearrange pages, drag and drop them into your desired position.

Duplicate pages

To duplicate an existing page and all its content:

1. Next to your desired page, select More options.
2. Select Duplicate. Another copy of your page appears.

Delete pages

To delete a page:

1. Next to your desired page, select More options.
2. Select Delete.

Change page visibility

You can to hide or show pages in your report. Hidden pages are visible to the workbook owner and any user granted Can edit permission for the particular report can access all pages in Edit mode, regardless of page visibility settings. Page visibility settings apply in View mode only, and in report exports.

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When a user with Save as permissions saves a copy of a workbook, all pages are visible in the copy, regardless of page visibility settings in the original workbook.

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Page visibility is not a security feature. If you need to restrict access to data, use row-level security or column-level security instead. See Set up row-level security and Configure column-level security.

You can easily see page visibility settings for all pages in your report with the page visibility icons displayed in the Pages section.

You can choose to hide pages from all users without edit permissions for that report, or only show the page to select users and teams.

Page visibility icons

In the Pages section, display icons indicate the current page visibility setting:

Hide or show pages

1. Next to your desired page, select More options.
2. Select Hide. The page will still be visible when editing the report, but not when previewing the published version of the report or when exporting the report.

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This is equivalent to the Hide page from all users option when using the Customize page visibility functionality.

To show a hidden page, repeat the steps but select Unhide.

Show pages to select users and teams

1. Next to your desired page, select More options.
2. Select Customize page visibility.
3. In the Page visibility setting dropdown, select Only show to select users or teams.
4. Search for and select your desired users or teams. Select Save.

Add page numbers

To add page numbers to your report:

1. From the Add element bar, select Page number. The page number element appears. The element automatically displays the current page number and the total number of pages in the report, in the format x of x.
2. To display the page number on every page, drag and drop the page number element into the header or footer. It will repeat on every page with the correct page number displayed.

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The page number element is a dynamic text element, and will be automatically adjusted to account for hidden pages when the report is exported, or when the published version is being previewed.