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The steps in this article are for Dashboards & Analytics (Amazon Q) users only. If you use Reports (Microstrategy), proceed to these articles instead.
This article covers the following:
- About Pixel-Perfect Reports
- Tips for Building Effective Pixel-Perfect Reports
- Creating a Pixel-Perfect Report Sheet
- Adding Content to the Report
- Adding a Logo or Image
- Working with Headers and Footers
- Formatting the Report Layout
- Previewing the Report
About Pixel-Perfect reports
Pixel-Perfect reports are highly formatted, print-ready reports built from an analysis. This sheet type allows more control over the final report layout, including creating internal reports with a company logo, formatting headers and footers, creating fixed page layouts, or creating reports intended for PDF export.
When to Use a Pixel-Perfect Report
Use a Pixel-Perfect report when the final report layout is important. It is designed for reports that need to be printed, exported, distributed, or reviewed as a formal document.
Pixel-Perfect reports are useful for:
- Internal reports that include a company logo or standard branding
- Executive summaries prepared for leadership review
- Monthly or quarterly legal spend reports
- Reports that need headers, footers, page numbers, or report dates
- Formal reports that should look consistent each time they are shared
- Reports that need tables, charts, text, and images arranged in specific locations
- Reports that are intended to be saved or distributed as a PDF
Use an Interactive sheet when dashboard users need to explore the data, apply filters, or drill into visuals.
Example Use Case
Your organization needs a monthly legal spend report for internal leadership review. The report should include the company logo, report month, total spend, top vendors, spend by matter type, and a detailed table of invoice activity.
A Pixel-Perfect report can help create a consistent layout each month and may be exported as a formal document.
The report could include:
- Header with company logo and report title
- Summary KPIs for total spend, invoice count, and average invoice amount
- Chart showing spend by vendor
- Chart showing spend by matter type
- Detailed invoice or matter table
- Footer with report date and page number
This structure allows leadership to review high-level trends first, then reference supporting details later in the report.
Creating a Pixel-Perfect Report Sheet
- Click Analyses from the left navigation panel.
- Open the analysis you want to update.
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Click the plus icon next to an existing sheet.
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Choose Pixel-Perfect report as the sheet type.
- Optional: Select Landscape to orient your report horizontally.
- Click Add.
The new Pixel-Perfect report sheet opens in the analysis. You can now add visuals, text, images, headers, footers, and other report content.
Adding Content to the Report
After creating the Pixel-Perfect report sheet, add the content that will appear in the final report.
Common content includes:
- Charts
- Tables
- Pivot tables
- KPIs
- Text boxes
- Images, such as a company logo
- Report titles or section headings
- Summary notes or explanations
To add content:
- Open the Pixel-Perfect report sheet.
- Use the visual or insert options to add report content.
- Select the fields, measures, or dimensions needed for each visual. See this topic for more information.
- Place the content on the report page.
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Resize or reposition each item as needed.
Adding a Logo or Image
You can use images to brand a report or make it easier to identify.
Common image uses include:
- Company logo
- Department logo
- Branded header image
To add an image:
- Open the Pixel-perfect report sheet.
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Select the Add Image option.
- Upload or select the image. The image is added to the report.
- Place the image in the desired location.
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Resize or move the image as needed.
Working with Headers and Footers
Headers and footers help make reports easier to read and distribute. They are commonly used for repeated information that should appear on each page.
Examples include:
- Report name
- Company name or logo
- Report date
- Page number
- Confidentiality notice
- Department or business unit name
To update a header or footer:
- Open the Pixel-perfect report sheet.
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Select the header or footer area.
- Add text, images, or other supported content.
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Format and position the content as needed.
Use headers and footers for information that should remain consistent across the report. Avoid placing large visuals in these areas unless they need to appear on each page.
Formatting the Report Layout
Pixel-Perfect reports are intended for structured, repeatable layouts. Use formatting options to control how the report appears when viewed, printed, or exported.
Formatting options may include:
- Page size
- Page orientation
- Margins
- Section spacing
- Visual placement
- Text formatting
- Image size
- Header and footer content
To format the report:
- Select the report sheet or report section.
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Click Format visual. The Properties panel slides out.
- Adjust the page and layout settings.
- Select individual visuals or objects to format them.
Keep the layout simple and consistent. Use spacing, headings, and sections to guide the reader through the report.