pixi offers flexible Reporting functionality to meet varied business needs. Two core approaches are available for customizing and exporting reports: Templates and Layouts. Understanding the difference between them will help you select the right reporting method and export options for your workflow. Please differentiate between the different options as follows:
Template: Self-designed format for official documents
Layout: Data grid/table format for flexible data export
Template Editor: Tool for editing/saving templates, directly available within the report
Report Preview: Tab to view the current report format
Report Style: Dropdown to select Template or Layout on the report profile page
What Are Templates and Layouts?
Refer to this comprehensive table for a quick overview of both features:
Feature |
Icon |
Use Case |
|---|---|---|
Templates |
Templates are self-designed report formats that can be edited using the Template Editor. They are ideal for standardized, document-style reports for official documents sent to stakeholders, when a formatted PDF is required to ensure consistent branding and structure. It is possible to print reports directly from pixi Web, when a template was created. |
|
Layouts |
Layouts present data in a configurable grid or table format, saved directly from the report preview in the Details tab. Layouts are best for quick data analysis or exporting raw data. There are pre-designed standard layouts in German and English. |
Templates and Layouts can be set in the Report Style dropdown:
Exporting Reports: Supported Formats
The supported export formats for both design styles are as follows:
-
Templates:
Export to PDF
-
Layouts:
Export to Excel (XLSX)
Export to JSON (for Admin users)
PDF export is not supported for Layouts
Spreadsheet Exports
When exporting a report as a spreadsheet, you'll be provided with the following basic information:
Sheet 1: Report Data
This sheet contains general information:
Column titles reflect the saved layout.
Grouping and filtering are not applied in the export.
Sorting from the layout is applied.
Hyperlinks are embedded so that clicking a row opens the corresponding detail link in a browser.
Sheet 2: Report Info
This sheet includes general metadata about the report:
Report name
Generated date
Report group
Data set
Report layout
Report options
Report date
List of Templates and Layouts
pixi features a list of all created templates and layouts. To access the list:
Go to pixi Web Reporting > Profiles.
Click the gear icon on the right side of the page.
The list features all templates and layouts.
Reporting administrators can delete single styles by selecting the row and clicking the bin icon in the menu bar.
Uploading Templates and Layouts
Reports styles can be uploaded in the Profiles section. To upload a report style (template or layout):
Go to pixi Web Controlling > Reporting > Profiles.
Click the gear icon on the right side of the page.
On the grey menu bar, click the Upload button.
-
Enter the following information:
Name: Provide a name to recognize the uploaded style.
Type: Select, whether you'll upload a Layout or a Template.
Report group: Select the Report group.
Data set: Select the data set.
Tip: Click here to find the full list of available report groups and data sets.
Choose File: Choose the file from your computer (or drag-and-drop the file into the popup).
Click Upload.
Downloading Templates and Layouts
Report styles can be downloaded in the Profiles section. To download a report style (template or layout):
Go to pixi Web Controlling > Reporting > Profiles.
Click the gear icon on the right side of the page.
Select the row of the report you'd like to download.
On the grey menu bar, click the Upload button.
Click Save.
How to Adjust Decimal Precision in Number Formatting
Follow these steps to change the number of decimal places pixi displays for a layout:
Download the report layout file from pixi Web.
Open the report layout file in a text editor.
Locate the column for which you want to change the numeric formatting.
Update the format value by changing
"format": "{0:n2}"
to
"format": "{0:n4}".Save the changes to the report layout file.
Reupload the updated layout back into pixi Web.
The updated numeric formatting will be applied to both the preview grid and the Excel export.
Frequently Asked Questions
Why can’t I export my report as a PDF?
Only reports using Templates (with the file icon) support PDF export. Layout-based reports (with the table icon) do not.
How do I switch between Template and Layout?
Change the Report Style in the report’s profile. Only available Templates and Layouts will be shown.
Can I edit Templates and Layouts?
Templates are edited in the Template Editor. Layouts are customized and saved from the report preview in the Details tab.Templates are edited in the Template Editor tab on the report detail page (tab Template Editor in the created report). Layouts are adjusted and saved in the Preview tab, also located on the report detail page.
Why am I seeing only exactly 100 records?
The print preview in pixi Web is intentionally limited to displaying the first 100 records when a report is opened.
However, when you use the Download function, the full report is included, regardless of the number of records. This applies to all downloadable formats (e.g. PDF, Excel). So even if you only see 100 records in the preview, the complete dataset will be available in the downloaded file.
Why are some columns missing when I download a report?
Only the columns that are visible in your saved layout are included in the downloaded file. If columns are hidden in your current view or layout, they will not appear in the exported report. To include specific columns in the download, make sure they are visible and saved in your layout before exporting.