Reference Common Text and Images with Report Variables

Note: If you need to manage Report Variables, see this resource. 

Select a section of the article below to navigate directly to it.

1. Insert Report Variables into a Text or Header Block
2. Insert Report Variables into a Manual Table or Chart

Insert Report Variables into a Text or Header Block Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

1. To insert a variable into a text or header block, click into the specific block.
2. Click Insert Variable and select Report Variable.
   • Note: The variable button may be hidden behind the Options (three dots) button depending on your screen size. 
3. Optional: Click New Variable to create a variable as needed and follow the prompts.
4. Select the variable you created OR select an existing variable.
5. Click Insert variable.

The variable will be inserted into the text block. You will know it's a variable when the text and border is purple. Double click on the variable if you need to edit it. You can also copy and paste the variable to other text blocks within your report by selecting it and using Ctrl + C and Ctrl + V to copy and paste.

Insert Report Variables into a Manual Table or Chart Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

1. Select the table to begin the process and click Edit Table.
   • Note: The functionality is the same in the table for a chart. Instead of Edit Table, select Edit Chart.
2. Click into the cell you want to insert a variable in.
3. Click the Variable icon (link icon with a drop down).
4. Select Report Variable
5. Select the variable you want to use or create a New Variable.
6. Click Insert variable.

You will know the data in the cell is a variable in a table if it has a purple cell border and a grey font. Double click on the variable if you need to edit it. You can also copy and paste the variable to other text blocks within your report by selecting it and using Ctrl + C and Ctrl + V to copy and paste.