Customize Report Content & Layout

Before you start

You must be creating or editing a Calendar report or Bill report.

How it works

The Content & Layout tab controls:

• Which bill data is shown

• Which tracking data is shown

• How items are organized and sorted

Changes update the report preview in real time.

Choose bill data fields

Bill data fields describe the legislation itself.

Common options include:

• Bill number

• Title

• Summary

• Legislative status or progress

• Sponsors and co-sponsors

• Committees

• Key dates (introduced, effective date, latest action)

Select only the fields your audience actually needs.

Choose tracking data fields

Tracking data reflects how your team is working on the bill.

Common options include:

• Priority

• Position

• Assignee

• Labels

• Groups

These fields are especially useful for internal coordination and client reporting.

Organize and sort content

You can control how items appear in the report, such as:

• Sorting bills by number, priority, or date

• Grouping content logically for scanning

Sorting affects readability, especially for long reports.

Calendar report–specific layout options

For Calendar reports, Content & Layout also controls:

• Whether to show only filtered bills or show all bills

• How bill details appear under each meeting

This helps keep meeting-heavy reports concise.

Use live preview to refine layout

As you toggle fields or adjust layout:

• The preview updates instantly

• You can immediately see if the report feels too dense or too sparse

Use this to fine-tune before downloading or sharing.

Tips

• Start minimal—add fields only when someone asks for them.

• Client-facing reports usually benefit from fewer fields.

• Internal reports can include more tracking detail.

Common questions

Does changing layout affect saved schedules?
Yes. Saved changes apply to future scheduled runs.

Can I use different layouts for different downloads?
Not within the same report—create separate saved reports if layouts differ significantly.

Why does my report feel cluttered?
Reduce fields first, then revisit sorting.