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Adding Legends to Reports Using Legend View

Use the Legend view to document the meaning of special formatting used in a report, such as the meaning of custom colors applied to gauges.

For example, you may use conditional formatting in a report to show critical items in the color red and items that need attention in the color yellow. You can add a legend with text that documents the meaning of the colors and captions that summarize the appropriate action. You can use cosmetic formatting to make the background colors of the text match the colors in the conditional report.

To add or modify a legend view

  1. In Siebel CRM On Demand Answers, create or modify the report with which you want to work, and then do one of the following:
    • To add a new legend view, click Step 2 - Create Layout, and then select Legend from the views drop-down list.
    • To edit an existing legend view, click Step 2 - Create Layout, and then click the Edit View button for the legend view.

      The workspace shows the legend view.

  2. Make your selections for where to show captions (descriptive text) and how many legend items you want per row.
  3. (Optional) Type a title for the legend, such as Legend.
  4. In the first Caption text box, type the meaning of the condition, such as Requires Immediate Attention.
  5. In the first Sample Text text box, type the first condition you want to document, such as Critical.

    You can use the common formatting dialog box to set the background color, such as red. Entering text is optional. You can just set a background color if desired.

  6. Continue adding Caption and Sample Text pairs as needed.
  7. Save the report.

Published May 2008