User-Defined Column Details (Account Reports)

On the User-Defined Column Details page for a report, you can create up to 20 report columns based on Certain fields.

Each user-defined column can be one of two types.

One type is the first non-blank value from up to three different columns, with a default text label.
The second type is a combination of multiple columns.

Click Add New to create a new user-defined column.

The existing custom columns are listed in a table.

Click one to edit it, or click to delete it.

The custom columns added here are available in the list of Available Data Fields on the Columns page to add to the report.

User-Defined Column

Column Name is the name of the column as it should appear in all report screens.
Maximum length is 25 characters.
Column Definition specifies which Certain field(s) will make up a user-defined column.
Column Definition can also create a column that consolidates several columns into a single column in the report output.
Here you can select from the same fields as those that appear on the Groups page for the report.
A custom column is defined as a database field or free-text, or multiple columns combined into a single column.
Display the first non-blank value from up to three fields.
This option uses three drop-down lists plus a free-text field.
If no value exists for the record in the field specified you can enter a label in the free-text field to display in the report.
Examples of labels include '[blank]' or 'missing'.
Example values include 'State/Province', or 'Province/District', or 'City', or '[blank]'.
This example column would return 'State/Province' for records that have a value for that field.
Province/District for records that do not have a State/Province.
City for records that have neither State/Province nor Province/District.
The text '[blank]' for records that do not have values for State/Province, Province/District, or City.
Combine two or more columns.
This option combines two or more Certain columns into a single report column.
For example, list registrant's full name in a single column.
Build the combined column by selecting Prefix and clicking Append.
Then select First Name and Append, then Last Name and Append, and finally Suffix.
The field below the Append section shows "<{Prefix}><{First Name}><{Last Name}><{Suffix}>".
You can add spaces between fields for proper formatting.
Note: A user-defined column must have at least one column selected.
Or at least one character entered in the free-text form field.
Once the user-defined column is created it can be added to the report in the Reports > Columns page.

User-Defined Column Details (Account Reports)

User-Defined Column

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