

# Formatting reports in Amazon Quick Sight


Use this section to learn how to format a pixel perfect report in Amazon Quick Sight.

**Topics**
+ [

# Working with sections
](qs-reports-working-with-sections.md)
+ [

# Changing paper size, margins, and orientation
](qs-reports-paper-size.md)
+ [

# Adding and removing page breaks to a report
](qs-reports-page-breaks.md)
+ [

# Adding and deleting visuals to a report
](qs-reports-add-visuals.md)
+ [

# Adding a text box to a report
](qs-reports-add-text-box.md)
+ [

# Setting up prompts for paginated reports
](paginated-reports-prompts.md)

# Working with sections


A *section* is a container for different visuals that grow vertically to contain contents. Each section is rendered to completion, one after the other, accommodating configured page breaks and section settings. Headers and footers are special types of section that have a predefined size, location, and repetition throughout each page of a report.

Each section in a pixel perfect report can be formatted independently from other sections in the report. Visuals can be dragged and dropped anywhere you want, similar to a free-form layout in an interactive sheet. Visuals can also be overlapped, resized, or brought forward or to the back of the section. Additionally, you can change the margins within a section to make the grouping of visuals stand out from the rest of the report.

Every report in Quick Sight needs at least one section. You can add multiple sections to group different sets of visuals together, or to control the rendering order for different groupings of visuals.

Each pixel perfect report sheet supports up to 30 sections, including headers and footers.

Use the topics listed below to learn more about sections.

**Topics**
+ [

# Adding, moving, and deleting sections
](qs-reports-add-delete-section.md)
+ [

# Headers and footers
](qs-reports-add-delete-headers-footers.md)
+ [

# Section padding
](qs-reports-section-padding.md)
+ [

# Create repeating sections
](qs-reports-repeat-sections.md)

# Adding, moving, and deleting sections


## Add a new section


To add a new section to a pixel perfect report, use the following procedure.

**To add a new section to a pixel perfect report**

1. From the Quick homepage, choose **Analyses** and then choose the analysis that contains the report that you want to add a section to.

1. Choose the sheet that contains the pixel perfect report that you want to add a section to.

1. Choose the **ADD** (\$1) icon in the top left corner, and choose **Add section**.

You can also add a section by choosing the plus (\$1) icon at the bottom of an existing section and choosing **Add section**.

When you choose **Add section**, a new section is added to the bottom of the report.

You can't create a section inside of another section. If you select an existing section and then choose **Add section**, a new section will appear at the bottom of the report.

When you have multiple sections in a pixel perfect report, they can be arranged in any order that you want.

## Move a section


**To move a section in a report**

1. Choose the section that you want to move, and then choose the three-dot icon in the right corner to open the on-section menu.

1. Choose where you want to move your section. You can choose from the following options:
   + **Move section to top**
   + **Move section up**
   + **Move section down**
   + **Move section to bottom**

In some cases, you aren't able to select some of the preceding options. For example, if your section is already at the bottom of the report, you can't select **Move down** or **Move section to bottom**.

Sections are named according to their ascending order in the report. When you move a section up or down in a report, every section affected by the move is renamed according to the new ascending order.

When you delete a section from a pixel perfect report, the names of the remaining sections may change depending on where the deleted section was located. For example, say you decide to delete `Section 1`. When you delete the section, the previous `Section 2` will move up the report and become the new `Section 1`.

## Delete a section


**To delete a section from a report**

1. Navigate to the section that you want to delete and choose the three-dot icon in the upper right corner to open the on-section menu.

1. Choose **Delete**.

# Headers and footers


*Headers* and *Footers* are optional special sections located at the top and bottom of a pixel perfect report. Headers and footers are commonly used to display basic information like the date the report was created or the page number. You can interact with headers and footers the same way you interact with a regular section in a report.

By default, every report in Amazon Quick Sight has a header and a footer. To remove the header or footer from your report, use the following procedure.

**To remove a header or footer from a pixel perfect report**

1. In your pixel perfect report, navigate to the header or footer that you want to delete and open the **On-section**.

1. Choose **Delete**.

When you delete a header or footer from your report, you are deleting the header or footer from every page of the report. You can't have a header or footer on some pages but not others.

If you have removed the header or footer from your report but want them to be visible again, use the following procedure.

**To add a header or footer to a pixel perfect report**

1. Navigate to the pixel perfect report that you want to add a header or footer to and choose **Insert** from the top menu.

1. Choose **Add header** or **Add footer**.

# Section padding


You can use section padding to change the margins of an individual section in a pixel perfect report. By default, all sections in a report use the page margins that are configured and applied to the entire report. You can also add section padding to a header or footer. With section padding, you can make a section stand out from other sections by creating another set of margins. Apply the new set of margins to the section on top of the page margins that the rest of the report uses.

**To change the section padding of a section**

1. Navigate to the section that you want to add section padding to and open the **Edit section**.

1. In the **Padding** section of the **Edit section**, enter the amount of padding you want in inches. You can customize the padding of every side of the section (top, bottom, left, and right).

You can't use section padding to decrease the margins of the section. For example, if the margins of the entire pixel perfect report are 1 inch, you can only add to that value with section padding.

# Create repeating sections
Repeating sections

Use repeating sections to create duplicates of specific sections of a report to show one or more-dimension values. The data in the repeating section is sliced to match the dimensions of the section. Repeating sections can be replicated at scale to decrease the amount of time it takes to build reports.

Use the following procedures to create and configure a repeating section in a report.

**To define a repeating section**

1. Navigate to the section that you want to add a repeating behavior to and choose the **Edit repeating section** (triple panel).

1. In the **Edit section** pane that opens, choose **ADD DIMENSION**, and then choose the dimension that you want to add.

1. To add additional dimensions, repeat Step 2. You can add up to 3 dimensions in each repeating section configuration.

**Considerations for repeating sections**

The following limits apply to repeating sections.
+ Insight visuals aren't supported for repeating sections.
+ Repeating sections dimensions that are only from the last dataset that was selected for use in the analysis.

After you create a repeating section, you can define sorting and limits to the repeating section configuration. You can also use text boxes to add system parameters to repeating sections. 

# Define sorting in a repeating section
Sorting

**To define sorting in a repeating section**

1. Navigate to the section that you want to add a repeating behavior to and choose the **Edit repeating section** (triple panel).

1. In the **Edit section** that opens, choose the ellipsis (three dots) next to the dimension that you want to change.

1. Navigate to the **Repeating** tab and choose the ellipsis (three dots) next to the dimension that you want to sort, and then choose **Edit**.

1. For **Sort by**, use the dropdown to choose the dimension that you want to sort by.

1. For **Aggregation** dropdown, choose the aggregation that you want to specify.

1. For **Sort order**, choose **Ascending** or **Descending**.

# Define limits in a repeating section
Limits

You can set limits to show only a certain number of distinct dimension values for each dimension of a repeating section. You can choose to show between 1 and 1000 distinct values. The default limit is 50.

**To define limits in a repeating section**

1. Navigate to the section that you want to add a repeating behavior to and choose the **Edit repeating section** (triple panel).

1. In the **Edit section** that opens, choose the ellipsis (three dots) next to the dimension that you want to change.

1. For **Limit to**, enter the number of values that you want to limit the sorting to. You can enter a number between 1 and 1000.

**Considerations for limits**

The following limitations apply to limits in repeating sections.
+ An *instance* is defined as a distinct value of a dimention or a unique combination of values of multiple dimensions.
+ If the number of unique instancess for a dimension in a repeating section exceeds 1000, the PDF report is NOT generated. If this occurs, try one of the following options.
  + Define a limit for your dimension.
  + Create a sheet level filter to restrict the dimension values.
  + Use row level security (RLS) to restrict the dimension values.
  + Apply dataset filters.

# Add system parameters to repeating sections
System parameters

You can use text boxes to add system parameters to your paginated report's repeating section. This makes it possible to access dimensions that have been used to configure repeating sections. Repeating sections and dimensions need to be configured before you can access the dimensions in a text box. The system parameters can only be used within a repeating section.

**To add system parameters to a repeating section from a text box**

1. Choose the text box visual that you want, and then choose the **System parameters** icon in the far right of the text box toolbar.

1. From the dropdown that appears, choose the parameter that you want.

# Add page breaks to repeating sections
Page breaks

Similar to section page breaks, you can add page breaks to repeating sections.

**To add a page break to a repeating section**

1. Navigate to the section that contains the repeating behavior that you want to change and choose the **Edit repeating section** (triple panel) icon.

1. In the **Repeating** tab of the **Edit section** pane that appears, check the box titled **Page break after each instance**.

An instance is defined as a distinct value of a dimension or a unique combination of values of multipledimensions. If you clear the **Page break after each instance** checkbox, the page break is removed.

# Changing paper size, margins, and orientation


After you create a pixel perfect report in Amazon Quick Sight, you can change the report format, orientation, and margins from the **Analysis settings** menu whenever you want.

## To change the paper size of a pixel perfect report


1. From the Quick homepage, choose **Analyses**, and then choose the analysis that contains the pixel perfect report that you want to change.

1. Choose **Sheets** in the file menu and select **Layout Settings**.

1. Open the **Paper size** dropdown menu and choose the paper size that you want. Choose from the following options:
   + US letter (8.5 x 11 in.)
   + US legal (8.5 x 14 in.)
   + A0 (841 x 1189 mm)
   + A1 (594 x 841 mm)
   + A2 (420 x 594 mm)
   + A3 (297 x 420 mm)
   + A4 (210 x 297 mm)
   + A5 (148 x 210 mm)
   + Japan B4 (257 x 364 mm)
   + Japan B5 (182 x 257 mm)

1. Choose **Apply**.

## To change the orientation of a report


1. From the Quick homepage, choose **Analyses**, and then choose the analysis that contains the pixel perfect report that you want to change.

1. Choose the **Settings** icon on the left.

1. Choose the orientation for your report, and then choose **Apply**.

## To change the margins of a report


1. From the Quick start page, choose **Analyses**, and then choose the analysis that contains the pixel perfect report that you want to change.

1. Choose **Edit < Analysis Settings**.

1. Enter the margin values that you want your report to have, and then choose **Apply**.

Margin values are applied to every page of a pixel perfect report. You can't set custom settings for specific pages in a report, but you can set custom margins for sections using section padding. For more information on section padding, see [Section padding](qs-reports-section-padding.md). Margin values are expressed in inches. The default margins for all reports are 0.5 inches.

# Adding and removing page breaks to a report


You can add page breaks between sections of a pixel perfect report to organize the way data is rendered when the report is published by page. For example, let's say you have a report that contains two sections that are each 2.5 pages long. By default, `Section 2` begins on the third page of the report directly following the end of `Section 1`. If you add a page break to the end of the `Section 1`, `Section 2` begins on a new page, even if the last page of `Section 1` only uses half of a page. This is useful when you don't want different sections to share pages, but you don't know how many pages each section will need.

**To add or delete a page break**

1. Select your section and choose the **Edit section** icon in the top left corner.

1. In the **Edit section** pane that opens on the left, select the **Page break after** check box.

1. Choose **Apply**.

When you check the **Page break after** box, a page break will appear at the end of the section. If you remove the check from the **Page break after** box, the page break is removed from the end of the section. Also, the proceeding section renders directly under the last page of the section, even if it causes the two sections to share a page.

You can also add or remove a page break from a report by choosing the plus (\$1) icon at the bottom of an existing section and choosing **Add page break** or **Remove page break**.

# Adding and deleting visuals to a report


**To add visuals to a section in a pixel perfect report**

1. In your pixel perfect report, select the section that you want to add a visual to. 

1. Choose the **ADD** (\$1) icon in **Visuals** pane.

1. Choose the visual type that you want to use in your report.

After you add a visual to a report, you can interact with it the same way you would if the visual was part of an interactive dashboard. You can drag and drop visuals anywhere you want, similar to a free-form layout in a Quick Sight interactive dashboard sheet. You can also overlap visuals, resize them, or bring them forward or to the back of the section. For more information on formatting visuals in Amazon Quick Sight, see [Formatting in Amazon Quick](formatting-a-visual.md).

**To delete a visual**

1. In the section that you want to delete a visual from, select the visual that you want to delete.

1. Choose the three-dot icon in the upper right corner of the visual to open the on-visual menu.

1. Choose **Delete**.

When you delete a visual from a section of a pixel perfect report, you are only deleting that specific visual from the report. Any duplicate visuals that are located in different sections of the report will remain in the report.

# Adding a text box to a report


You can add text boxes to your pixel perfect reports to add context to your reports. Text box visuals can also be used boxes to add hyperlinks to external websites. To customize the font, font style, text color, text spacing, text alignment, and text size, use the text box toolbar that appears when you select the visual.

**To add a text box to a report**

1. In your pixel perfect report, select the section that you want to add a text box to. 

1. Choose the **Text box** icon in the task bar.

1. The new text box appears in the section of the report that you selected.

To edit a text box, select the text box and begin typing what you want. A toolbar appears that you can use to make changes to the formatting and style of the text.

**To delete a text box**

1. In the section that you want to delete a text box from, select the text box that you want to delete.

1. Choose the three-dot icon in the upper right corner of the visual to open the on-text box menu.

1. Choose **Delete**.

# Text box system parameters


Use text boxes to add system parameters to your pixel perfect report's headers and footers. Text box system parameters appear on the far right side of the text box toolbar. You can add the following parameters to a header or footer of your report:
+ Page numbers: The current page number of the report.
+ Report print date: The date the report was generated.

To add a page number parameter to your text box, choose the number (\$1) icon on the far right side of the text box toolbar. To add a `PrintDate` parameter to your text box, choose the calendar icon on the far right side of the text box toolbar.

For more advanced parameter options, add an insight to your paginated report.

# Setting up prompts for paginated reports


Amazon Quick authors can create prompts on pixel-perfect reports to allow dashboard users to filter data in on-demand and scheduled reports. *Prompts* behave the same way a filter or control behaves in an interactive sheet.

**To define a prompt in a pixel perfect report**

1. On a pixel perfect sheet, define a filter control or a parameter control. For more information on filter controls to sheets, see [Adding filter controls to analysis sheets](filter-controls.md). For more information on parameter controls, see [Using a control with a parameter in Amazon Quick](parameters-controls.md).

1. In the new filter or parameter, choose the prompt values that you want. The new prompts are immediately reflected on the sheet.

1. To export the report with the new prompts, choose **File**, and then choose **Export to PDF**.

Prompts can't be moved to the sheet itself. Instead, they are displayed on the top panel.

After a prompt is created for a pixel-perfect report and is published as a dashboard, Quick authors can use the new prompt to configure and schedule reports that are sent to Quick dashboard viewers. Dashboard viewers can also use these prompts to create their own scheduled reports. For more information about reader generated reports, see [Creating a reader generated report in Amazon Quick Sight](reader-scheduling.md).