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5 changes: 4 additions & 1 deletion _config.yml
Original file line number Diff line number Diff line change
Expand Up @@ -45,8 +45,11 @@ navigation:
user-guide/components:
position: 15
title: "Report Components"
user-guide/customizing-report-items:
position: 15
title: "Customizing Report Items"
styling/rendering-and-paging:
position: 8
position: 20
title: "Rendering and Paging"
styling/rendering-and-paging/design-considerations-for-report-rendering:
position: 15
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102 changes: 102 additions & 0 deletions user-guide/assets-manager.md
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---
title: Sharing Resources
page_title: Web Report Designer - Assets Manager
description: To share resources when crafting reports in Telerik Reporting and the Web Report Designer, you use the Assets Manager.
slug: web-report-designer-user-guide-assets-manager
tags: web, report, design, tool, create, started
published: True
position: 8
---
<style>
img[alt$="><"] {
border: 1px solid lightgrey;
}
</style>

# Sharing Resources with Assets Manager

To share resources (like company logo, data files) when crafting reports in the [Web Report Designer](https://demos.telerik.com/reporting/designer), Telerik Reporting offers the **Assets Manager** tool. It is designed to help report authors manage shared resources used across multiple reports. It provides centralized resource management which allows uploading, organizing, renaming, and deleting various types of assets directly on the server. The **Assets Manager** ensures a unified consistent look and feel across reports and enables teams to work together - data experts can manage sources, while designers focus on presentation.

![Assets Manager ><](images/wrd-assets-manager.png)

## What Resources You Can Share
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## What Resources You Can Share
## What Resources Can You Share?


You can share and reuse:
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You can share and reuse:
In the Web Report Designer, you can share and reuse:


* **Images** (e.g., logos, backgrounds): Suitable for using a company logo accross multiple reports when the logo is stored at one centralized place.

* **Data files** (e.g., CSV, JSON, shapefiles): Share common data that can be reused accross multiple users.

* **Stylesheets** (for consistent report styling): Styles created in a report can be exported and then used in other reports.

* **Shared Data Sources** (predefined connections to data): Enable report designers to easily create and reuse a data source component across multiple reports.

* **Report Templates** (.trtx file): Offer initial report layout and styling, and allow creating reports with consistent look and feel.
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* **Report Templates** (.trtx file): Offer initial report layout and styling, and allow creating reports with consistent look and feel.
* **Report Templates** (`.trtx` file): Offer initial report layout and styling, and allow creating reports with a consistent look and feel.


Once uploaded, assets can be reused in multiple reports, ensuring consistency and reducing duplication. For example, updating a company logo in the Assets Manager updates it across all reports using that asset.

## Getting Started with Resource Sharing

To invoke the Assets Manager in the Telerik Web Report Designer, follow these steps:
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To invoke the Assets Manager in the Telerik Web Report Designer, follow these steps:
To share a resource in the Web Report Designer:


1. Launch the Web Report Designer in your browser.

1. Click the **Main Menu** at the top left corner.

1. Select "Assets Manager" from the menu options:

![Assets Manager Main Menu><](images/wrd-assets-manager-main-menu.png)

You do not always need to go through the menu. When you are editing a report item like a PictureBox, just click the asset picker next to the `Value` field. This will instantly open the Assets Manager so you can select an image right away:

<iframe width="560" height="315" src="https://www.youtube.com/embed/krtf6XxVKfE?si=vHgJ6gwSYen7Y1ML" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

## Default Folders
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## Default Folders
## Default Folders for Shared Resources


Several default folders that help organize shared resources for use across multiple reports are created automatically and cannot be renamed or deleted by end-users, though developers can configure them differently on the backend.
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Several default folders that help organize shared resources for use across multiple reports are created automatically and cannot be renamed or deleted by end-users, though developers can configure them differently on the backend.
Several default folders that help organize shared resources for use across multiple reports are created automatically and cannot be renamed or deleted by users who create reports. Note that your application developer may have configured different folders in your application.


The main root folder contains three predefined subfolders:

* **Data** (Stores data files like .csv, .json, and shapefiles used in Map items)

* **Images** (Contains image files used in PictureBox items, backgrounds, logos, etc.)

* **Styles** (Holds stylesheets (e.g., .trdx, .css) used for consistent styling across reports.

Users can create subfolders within these categories to better organize their assets. Developers can configure different predefined folders on the backend if needed.

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If the Reports and Shared Data Sources folders are also predefined, they should be listed in the list above for consistency instead of adding them as new sections below.

### Reports

The `Reports` folder is a dedicated folder for storing report definitions which includes all available reports on the server. It is possible to organize them into subfolders, grouping the reports by category, department, or purpose. Shared reports that can be reused as SubReports in other designs.

### Shared Data Sources

The [Shared Data Sources]({%slug shared-data-source-web-report-designer-user-guide%}) folder within the Assets Manager contains reusable data source definitions (.sdsx files) that can be shared across multiple reports. Each .sdsx file encapsulates the configuration for a data source, including: Connection strings, Queries or endpoints, Parameters, Metadata (e.g., name, description).

## What Enhanced UI Features Can Be Used
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"UI" is not a general term that non-technical audiences understand.

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## What Enhanced UI Features Can Be Used
## Using the Assets Manager Features


To help you manage your shared resources with ease and flexibility the Assets Manager is packed with a rich set of UI intuitive features:

* **Choose Your View: Grid or List**

Prefer a visual layout or a compact list? You can switch between Grid View and List View depending on your workflow. Grid View even supports column resizing for better visibility.

|Grid View|List View|
|----|----|
|![Assets Manager Grid View><](images/wrd-assets-manager-grid-view.png) |![Assets Manager List View><](images/wrd-assets-manager-list-view.png) |

* **Manage Files Effortlessly**: Upload, download, rename, move, or delete files and folders - all in one place. You can even drag and drop files directly into the manager for quick uploads.

* **View Asset Details Instantly**: Want to see more info about a file? Just select an asset and toggle the `View Details` button. A panel on the right will show metadata like file name, type, and size:

![Assets Manager View Details><](images/wrd-assets-manager-view-details.gif)

* **Quick Access to Recent Assets**: No need to search for files you just used - your recently accessed assets are tracked and easily accessible.

![Assets Manager Recently Used><](images/wrd-assets-manager-recently-used.png)

* **Organize Reports for Report Books**: If you are creating a Report Book, use the Assets Manager to select and organize individual reports into a cohesive, multi-report document.

## See Also

* [Web Report Designer]({%slug user-guide/overview%})
45 changes: 45 additions & 0 deletions user-guide/customizing-report-items/conditional-formatting.md
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---
title: Conditional Formatting
page_title: Web Report Designer - Conditional Formatting
description: Learn how to apply conditional formatting in Telerik Web Report Designer to dynamically style report items based on data values or expressions, improving readability and visual impact.
slug: wrd-conditional-formatting
tags: web, report, design, customize, style, condition, formatting, properties, area
published: True
position: 1
---
<style>
img[alt$="><"] {
border: 1px solid lightgrey;
}
</style>

# Conditional Formatting

To visually highlight important data, **Conditional formatting** lets you automatically style report items based on the values they display making your reports more dynamic and easier to read. For example, you can set a TextBox showing revenue to turn red if the value drops below 10,000. This helps draw attention to numbers that need review or action.
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Aim for concise introduction that explains the purpose without repeating information. For example:

  • "visually highlight" is redundant in the context of a report.
  • "visually highlight important data" describes the same intent as "draw attention".
  • Don't use bold to highlight new terms. We use italic, as described in the Style Guide.
Suggested change
To visually highlight important data, **Conditional formatting** lets you automatically style report items based on the values they display making your reports more dynamic and easier to read. For example, you can set a TextBox showing revenue to turn red if the value drops below 10,000. This helps draw attention to numbers that need review or action.
Using *conditional formatting* lets you apply styles to report items automatically based on data values or expression results. For example, you can set a revenue TextBox to display in red when its value is less than 10000, helping users quickly spot underperforming figures.


>caption Applying a Conditional Formatting Rule

![Conditional formatting ><](images/wrd-properties-area-conditional-formatting.png)

![Preview Conditional formatting ><](images/wrd-properties-area-preview-conditional-formatting.png)

## Formatting a Single Item

Watch this quick tutorial to learn how to apply conditional formatting to a LineTotal TextBox in a table - changing its color to red when the *value is less than 50*:

<iframe width="560" height="315" src="https://www.youtube.com/embed/gU749jR899U?si=RrgBdmOvMVWKH-I8" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

## Formatting Multiple Items

While conditional formatting works great on individual items, applying it to multiple selected items at once is a challenge. When **multiple** items are selected, even though ConditionalFormatting is technically supported on each individual item, the designer cannot guarantee consistent behavior across all selected items. Hence, it does not allow batch editing of conditional formatting rules to make for example alternating row style for all the cells belonging to the table row. It requires you to apply rules **individually** to each item:
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  • "While conditional formatting works great on individual items..." sounds like you are saying that multiple items formatting doesn't work. Aim for something more neutral.
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While conditional formatting works great on individual items, applying it to multiple selected items at once is a challenge. When **multiple** items are selected, even though ConditionalFormatting is technically supported on each individual item, the designer cannot guarantee consistent behavior across all selected items. Hence, it does not allow batch editing of conditional formatting rules to make for example alternating row style for all the cells belonging to the table row. It requires you to apply rules **individually** to each item:
Applying conditional formatting to multiple selected items at once is less straight forward than formatting a single item. Although conditional formatting is supported on all individual report items, selecting multiple items and applying formatting to all of them at once is not supported.
To apply or edit the conditional formatting rules for multiple report items:
1. Select each item (for example, a TextBox) one at a time.
1. Add the conditional formatting rule to each item one at a time.

* Select each TextBox (or other report item) one at a time.
* Add the same conditional formatting rule manually.

To save time, you can group items inside a Panel and apply the conditional formatting to the panel itself. This way, all nested items inherit the style based on the condition. This approach is shown in the following video:
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To save time, you can group items inside a Panel and apply the conditional formatting to the panel itself. This way, all nested items inherit the style based on the condition. This approach is shown in the following video:
To improve your productivity when applying conditional formatting to many items, add a [Panel item]({%slug user-guide/components/report-items%}#panel) and group these target items inside the Panel. Then, apply the conditional formatting to the panel itself. This way, all items placed in the Panel inherit the style applied by the condition you set.
The following video shows how to use a Panel to apply conditional formatting to multiple report items.


<iframe width="560" height="315" src="https://www.youtube.com/embed/oise1nWPJ0I?si=3yaiqnIwZxoJgdKO" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

## See Also

* [Web Report Designer]({%slug user-guide/overview%})
* [Styling the Report]({%slug telerikreporting/designing-reports/styling-reports/using-styles-to-customize-reports%})
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---
title: Overview
page_title: Web Report Designer - Customizing Report Items Overview
description: Learn how to customize the visuals of your report using the fine-grained, built-in styling model, similar to the Cascading Style Sheets (CSS) model.
slug: web-report-designer-customizing-report-items
tags: web, report, design, customize, style, condition, formatting, properties, area
published: True
position: 0
---
<style>
img[alt$="><"] {
border: 1px solid lightgrey;
}
</style>

# Customizing Report Items - Overview

A well-styled report looks professional and polished. Styling report items serves both, functional and aesthetic, purposes. Visual consistency (e.g., using a theme or style rules) improves user experience and brand alignment. It allows you to improve readability and clarity in your reports. Applying different colors or fonts distinguishes separate sections or highlight key information.
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A well-styled report looks professional and polished. Styling report items serves both, functional and aesthetic, purposes. Visual consistency (e.g., using a theme or style rules) improves user experience and brand alignment. It allows you to improve readability and clarity in your reports. Applying different colors or fonts distinguishes separate sections or highlight key information.
A well-styled report looks professional, clear, and is easy to read. Styling report items serves both functional and aesthetic purposes. Visual consistency (for example, using the same theme or style rules) improves user experience and supports brand alignment. Applying different colors or fonts lets you highlight specific sections or key information.

To customize or style report items in the Telerik Web Report Designer, you can use its built-in CSS-like styling model and the Properties panel.
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  • I suggest making this sentence the first one in the article, as it provides a good overview of the article.
  • Are you sure that the users of this documentation know what CSS is?
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To customize or style report items in the Telerik Web Report Designer, you can use its built-in CSS-like styling model and the Properties panel.
To customize or style report items in the Telerik Web Report Designer, you can use the built-in styling model and the variety of style-related properties in the Properties panel on the right.


## Properties Area - What Is It For
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## Properties Area - What Is It For
## Using the Properties Panel


The **Properties Area** lets you control how each report item looks and behaves. Whether you are working with a TextBox, Table, Chart, or Image, this panel gives you access to all the relevant settings in one place:
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The **Properties Area** lets you control how each report item looks and behaves. Whether you are working with a TextBox, Table, Chart, or Image, this panel gives you access to all the relevant settings in one place:
By using the Properties Panel, you can control the appearance and behavior of each report item. Whether you are working with a TextBox, Table, Chart, or Image, this panel gives you access to all the relevant settings in one place:


* **Style your items**: Change fonts, colors, borders, background, padding, and more.
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* **Style your items**: Change fonts, colors, borders, background, padding, and more.
* **Style items**&mdash;Change fonts, colors, borders, backgrounds, paddings, and more.

* **Set data bindings**: Connect report items to fields or expressions from your data source.
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* **Set data bindings**: Connect report items to fields or expressions from your data source.
* **Bind data**&mdash;Connect report items to fields or expressions from your data source.

* **Adjust layout**: Modify size, position, alignment, and visibility.
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* **Adjust layout**: Modify size, position, alignment, and visibility.
* **Adjust layout**&mdash;Modify size, position, alignment, and visibility.

* **Apply conditional formatting**: Dynamically change appearance based on data values.
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* **Apply conditional formatting**: Dynamically change appearance based on data values.
* **Apply conditional formatting**&mdash;Dynamically change appearance based on data values.

* **Configure behavior**: Set actions like navigation, visibility rules, or interactivity.
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* **Configure behavior**: Set actions like navigation, visibility rules, or interactivity.
* **Configure behavior**&mdash;Set actions like navigation, visibility rules, or interactivity.


![Customizing Report Items Properties Area ><](images/wrd-customizing-report-items-properties-area.png)

## What Makes the Properties Area So Useful
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## What Makes the Properties Area So Useful
## Adjusting the Properties Panel


The Properties Area in the Web Report Designer is designed to make customizing your report items smooth and intuitive. Here’s how it helps you work smarter:

* **Switch Between Views That Work for You**: Choose the layout that fits your style:
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* **Switch Between Views That Work for You**: Choose the layout that fits your style:
* **Switch between two views**:


* **Categorized View**: Groups properties by function (like Appearance, Layout, Data), making it easier to find what you need.
* **Alphabetical View**: Lists everything in order - perfect if you know exactly what you're looking for.

|Categorized|Alphabetical|
|----|----|
|![Properties Area Categorized View ><](images/wrd-properties-area-categorized-area.png) |![Properties Area Alphabetical View><](images/wrd-properties-area-alphabetical-view.png)|

* **Visualize Property Hierarchies with Indent Guides**: In case of nested properties Indent Line Guides help you see how settings are structured, so you can navigate complex items with confidence:
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* **Visualize Property Hierarchies with Indent Guides**: In case of nested properties Indent Line Guides help you see how settings are structured, so you can navigate complex items with confidence:
* **See property hierarchies**&mdash;The indentation of the properties helps you understand and navigate the structure of the settings:


![Indent Line Guides in Properties Area ><](images/wrd-properties-area-indent-line-guides.png)

* **Find What You Need Fast**: Use the Global Search bar at the top to instantly locate any property or editor. No more scrolling through long lists!
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* **Find What You Need Fast**: Use the Global Search bar at the top to instantly locate any property or editor. No more scrolling through long lists!
* **Search properties**&mdash;Use the Search box at the top to locate any property or editor.


![Properties Area Global Search ><](images/wrd-properties-area-global-search.gif)


### Reset with a Click
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This should also be a bullet in the list above, not a section with a heading.


If you have made a change you want to undo, note that each editable property has a `Reset button` next to it. Just click it to revert that setting to its default - without affecting anything else.

![Properties Area Reset Button ><](images/wrd-properties-area-reset-button.gif)

## See Also

* [Web Report Designer]({%slug user-guide/overview%})
* [Conditional Formatting]({%slug wrd-conditional-formatting%})
* [Stylesheet Formatting]({%slug wrd-stylesheet-formatting%})
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98 changes: 98 additions & 0 deletions user-guide/customizing-report-items/stylesheet-formatting.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,98 @@
---
title: StyleSheet Formatting
page_title: Web Report Designer - StyleSheet Formatting
description: Learn how to customize the visuals of your report using the fine-grained, built-in styling model, similar to the Cascading Style Sheets (CSS) model.
slug: wrd-stylesheet-formatting
tags: web, report, design, customize, style, condition, formatting, properties, area
published: True
position: 3
---
<style>
img[alt$="><"] {
border: 1px solid lightgrey;
}
</style>

# StyleSheet Formatting

To keep your report design clean, consistent, and easy to manage StyleSheets in the Web Report Designer let you apply centralized, reusable styles - just like CSS in web development.


To apply formatting via external stylesheets, you can use a CSS-like styling model that allows centralized and reusable styling across multiple report items.

## How to Create a StyleSheet
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## How to Create a StyleSheet
## Creating a Style Sheet in a Report


In the Web Report Designer:

1. Select the **Report** object.
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This step isn't shown in the video. Make sure the video and the steps you describe are identical.


1. Go to the StyleSheet property.
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Not in the video as well. The video shows using the search box.


1. Click the `+` button to open the **StyleRule Collection Editor**.

1. Click Add to create a new StyleRule.

1. Define the Style (e.g., background color, font, borders).

1. Add Selectors to target specific items (e.g., all TextBox, PictureBox items).

The following tutorial shows how to define a StyleRule in the report's StyleSheet and apply the style to multiple items using selectors (e.g., by item name or type):
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The following tutorial shows how to define a StyleRule in the report's StyleSheet and apply the style to multiple items using selectors (e.g., by item name or type):
The following tutorial shows how to define a style rule in the report's style sheet and apply the style to multiple items by using selectors (for example, by item name or type):


<iframe width="560" height="315" src="https://www.youtube.com/embed/HIjkZc48abM?si=aUZKq7TlyfuwBIp2" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

## Using External StyleSheets
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## Using External StyleSheets
## Using External Style Sheets


If you want to keep your styles in a separate file, use an external StyleSheet (XML format) to define and apply styles across reports. An external StyleSheet is an XML file that contains StyleRules. These rules define how report items should look - similar to CSS in web development. You can apply styles based on:

* **TypeSelector**: Applies to all items of a specific type (e.g., all TextBox items).
* **AttributeSelector**: Applies to items with specific attributes.
* **StyleSelector**: Applies to items with a specific StyleName.
* **DescendantSelector**: Applies to items nested within others.

To add an External StyleSheet in the Web Report Designer:

1. Select the **Report** object.

1. Go to the **External style sheets** property.

1. Click the `+` button to add an external StyleSheet.

You can define an external style sheet with:

* **Absolute** Path/URL: for example *C:\Application1\StyleSheets\StyleSheet1.xml* or *https://www.mysite.com/Application1/StyleSheets/StyleSheet1.xml*
* **Relative** Path/URL: for example *.\StyleSheets\StyleSheet1.xml* or *~/StyleSheets/StyleSheet1.xml*

![Apply External StyleSheet ><](images/wrd-apply-external-stylesheet.png)

## Sample StyleRule

Here's an example that styles all TextBox items with a light gray background, dark blue text, and bold Arial font:

```XML

<StyleSheet>
<StyleRule>
<Selectors>
<TypeSelector Type="Telerik.Reporting.TextBox" />
</Selectors>
<Style>
<BackgroundColor>LightGray</BackgroundColor>
<Color>DarkBlue</Color>
<Font>
<Name>Arial</Name>
<Size>10pt</Size>
<Bold>true</Bold>
</Font>
</Style>
</StyleRule>
</StyleSheet>

```
And here's how it looks in the report preview:

![Preview External StyleSheet ><](images/wrd-preview-external-stylesheet.png)

## See Also

* [Web Report Designer]({%slug user-guide/overview%})
* [Styling the Report]({%slug telerikreporting/designing-reports/styling-reports/using-styles-to-customize-reports%})
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