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Alteryx Designer Knowledge Base

Definitive answers from Designer experts.

Tool Mastery | Report Text

Community Data Engineer
Community Data Engineer
Created on

 

Report Text.png

This article is part of the Tool Mastery Series, a compilation of Knowledge Base contributions to introduce diverse working examples for Designer Tools. Here we’ll delve into uses of the Report Text Tool on our way to mastering the Alteryx Designer:

 

With all the bells and whistles to play around with in the Reporting Tool Category, it’s hard not to leave some out of your reporting workflows every now and again. Just don’t forget about the Report Text Tool – the tool that’ll help you painlessly add text to your reporting objects, presentations, or documents to help spruce up their readability or formatting.

 

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                                    What about the Report Text Tool?

 

Use the Report Text Tool for:

 

Adding titles and other descriptors to reporting elements.jpg

 

  • Dynamically updating reporting text (attached in Report Text.yxmd)

Dynamically updating reporting text.jpg

 

This use of the Report Text Tool is especially handy when it comes to automating emails (master the technique here) with customized body text or reports for individual audiences!

 

Including web links in reports.png

 

 

Specifying page numbers.jpg

 

By now, you should have expert-level proficiency with the Report Text Tool! If you can think of a use case we left out, feel free to use the comments section below! Consider yourself a Tool Master already? Let us know at community@alteryx.com if you’d like your creative tool uses to be featured in the Tool Mastery Series.

 

Stay tuned with our latest posts every #ToolTuesday by following @alteryx on Twitter! If you want to master all the Designer tools, consider subscribing for email notifications.

Attachments
Comments
Meteoroid

@MattD 

Thank you for this great article.

I was just wondering if there any way to take the dynamic input of formatted text in this tool?

I have an application which sends a report via email and I would like to give the flexibility to end user to change the email body in RTF.

Asteroid

Hello ,

 

Thank you for this article.

 

I am using the option of available field in" report text".  I have the data from the previous connected tool (select) . if I don't rename the column; I get as posting the name of column and not the data that contains but if I rename the column the tool work.

Any explication please ? 

 

Thank you !