The Foundry Reports application has been sunsetted, and legacy reports are now available as view-only. Refer to the Reports sunset announcement for further details.
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icon (Widget Creator) element that appears on hover.Report text can be freely formatted while the report is in Editing mode. In particular, text can be styled using both block styles, which affect how an entire text block is formatted, and inline styles, which affect how a particular word or string of text is formatted.
Use inline styles to emphasize snippets of text within a larger block.
You can apply an inline style in two ways: via a keyboard shortcut or by selecting text and clicking the appropriate button in the formatting toolbar.
Reports supports the following inline styles:
Style | Keyboard shortcut | Button | Example |
---|---|---|---|
Bold | Cmd + B | ||
Italic | Cmd + I | ||
Underline | Cmd + U | ||
Strike through | Cmd + Shift + X | ||
Code snippet | Cmd + Shift + K | ||
Link | Cmd + K | ||
Highlight | None |
To remove a particular inline style, click its corresponding button in the toolbar or use the corresponding keyboard shortcut again.
Block styles affect how an entire text block is formatted, such as in paragraphs, headings, lists, blockquotes, or code blocks.
Text blocks are formatted as paragraphs by default. Paragraphs have no special styling other than a bottom margin when other paragraphs follow. To style or restyle a block as a paragraph:
You can add up to six levels of headings in a report. Headings add visual structure to your report, and they will also appear and indent content in the report Outline. To create a heading:
#
for Heading 1 (the most prominent)##
for Heading 2###
for Heading 3####
for Heading 4######
for Heading 5#######
for Heading 6 (the least prominent)or
Although Reports supports six levels of headings, only the first two are shown in the block-style menu.
To add an ordered/numbered list to a report:
1.
at the beginning of a line.or
Numbered lists will always start at 1.
To add a bulleted (or “unordered”) list to a report:
-
or *
at the beginning of a line.or
Bulleted lists support up to 11 levels of indentation:
Use a checklist to track to-do's, follow-ups, and other action items. To create a checklist:
[]
at the beginning of a line.or
Use a blockquote to present quotations, excerpts, and other callouts. To create a blockquote:
>
at the beginning of a line.or
Use a code block to present multiple lines of code or other fixed-width text. To create a code block:
or
To insert a horizontal line (also known as a horizontal rule or horizontal divider) into a report:
---
on a blank line.You may wish to display the current value of a parameter within a block of text (learn more about parameters). To do this:
The current value of the merged parameter will now appear inline when in Viewing mode (in Editing mode, only the name of the parameter will appear inline).
Reports supports several different types of tables. Table widgets are the most basic: you can create them inside of a report to format manually inputted information into a simple row-and-column layout.
Table widgets are different from data-backed tables from other Palantir Foundry applications. For instance, a report can also contain:
You can add a Table widget to a report at any time. Once you've added a table, you can type freely into its cells and also change its size (for details, see Resize a table in a report).
(If needed) Switch to Editing mode.
Click the table icon next to the “Start typing, or” message.
Drag out the initial number of rows and columns the table should have.
Click to create the table.
(If needed) Switch to Editing mode.
Move your cursor above or below any row of widgets, and click the Widget Creator element that appears on hover.
Click the table icon next to the “Start typing, or” message.
Drag out the initial number of rows and columns the table should have.
Click to confirm.
After adding a Table widget, you can easily add or remove rows and columns within it.
Table widgets always have a single header row. You can insert rows above any row except the header row.
Rows and columns can be inserted below or to the right of the currently focused cell.
(If needed) Switch to Editing mode.
(If needed) Click a cell to clear the current selection.
Right-click the cell.
Click any of the available insert options to insert a row or column where appropriate:
You can insert multiple rows or columns by selecting a larger region first. In particular, if there are N rows and M columns in your current selection, then you can insert N rows or M columns at once.
(If needed) Switch to Editing mode.
Select a region of N rows and/or M columns.
Right-click any cell in the selected region.
Click any of the available insert options to insert a row or column where appropriate:
You can delete multiple rows or columns by selecting a larger region first. In particular, if there are N rows and M columns in your current selection, then you can delete N rows or M columns at once.
Table widgets always have a single header row. The header row cannot be deleted.
Changing row heights is not supported at this time. Table widgets will display only a single line of text per cell.
There are three different ways to add images, video, and other resources to a report:
You can upload images and videos directly to a report. With this approach, the images and videos will be “bundled” with the report, so they won't appear as separate files in Foundry.
To upload an image or video directly to a report:
(If needed) Switch to Editing mode.
Click the image icon next to the “Start typing, or” message.
Click the drop zone to choose a file, or drag a file from your computer into the drop zone.
This approach has been deprecated in favor of the approach described above in Upload to a report.
From a report, you can also upload an image and video to Foundry as a standalone resource—and then link to the resource (as described in Link to a Foundry resource in a report below).
To do this:
(If needed) Switch to Editing mode.
Click the upload icon next to the “Start typing, or” message.
Select a file to upload via the dialog that appears.
Click Next to upload the image to Foundry. The resource should then appear in the report automatically (if it doesn't appear, you can link to it as described in Link to a Foundry resource in a report).
The following file types are supported for direct image uploads:
The following file types are supported for direct video uploads:
You can link to images, videos, and other types of files from your files directory in Foundry. Linked images and videos will appear in the report, whereas other resource types like data sets, PDFs, or DOCX documents will appear as minimal representations (a clickable resource title with a corresponding resource icon).
To link to an image, video, or other resource from your files directory in Foundry:
(If needed) Switch to Editing mode.
Click the link icon next to the “Start typing, or” message.
Select a resource from the dialog that appears.
Click Select in the dialog to link the resource in your report. Some examples:
You can make a copy of any widget contained in a report (e.g. a block of text, an image, or a Contour table).
To duplicate a widget:
The duplicated widget will be added immediately beneath the original widget.
You can copy any widget (e.g. a block of text, an image, a Contour table) from one report to another, provided you have edit permissions on both reports.
To copy a widget from one report to another:
(If needed) Switch to Editing mode.
Click the gear icon in the top-right corner of the widget you'd like to duplicate.
Click Add to another report in the menu that appears.
Select a report from the menu that appears.
You should see a confirmation toast when the widget has been successfully copied to the report that you selected.
The copied widget will be added to the bottom of the other report.