The Columns page for a report is where you specify the data fields shown in the report.
The Columns page also defines the order of those fields.
Select and Re-Order Data Columns
Available Data Fields are listed on the left.
Using the arrow controls, select fields there and move them to the Selected Data Fields list on the right.
You can type any part of a field name in the Filter text box to limit the list to matching fields via predictive search.
Click » or « to move selected items to the right or left.
Click »» or «« to move all items to the right or left.
Click Top, Bottom, Up, or Down to change the position of a selected field in the Selected Data Fields box.
The order of fields in the Selected Data Fields box determines the order of columns in the report.
You may turn off the default setting to Show row numbers in the first column of exported report formats.
The row number provides a navigational aid for users.
Sort Order
You can specify up to four fields on which to sort report data.
You can choose ascending, descending, or a custom order for sorting.
The first field takes precedence over the following fields.
Pick the field to sort on and choose Asc, Desc, or Custom to specify the sort order.
When Custom is selected, a separate text window appears to the right of the sort order drop-down.
In this text field, enter your custom sort criteria, separated by commas for multiple criteria.
Example: First, I want to sort by Category in neither ascending nor descending order.
Example: Secondly, I want my report to sort by Last Name within each Category.
For the example, Order By: "Category", Sort Order: "Custom (see-->)" and in the text box enter: DEANS,SPEAKERS,PARTICIPANTS,CONFERENCE SUPPORT STAFF.
For the second example, Order By: "Last Name", Sort Order: "Asc (A-->Z)".
The report will sort results first by the custom sort order, based on Category (Deans, then Speakers, then Participants, then Conference Support Staff) and within each category the rows will be sorted by Last Name.
Customize Report Columns
Click the Customize Reports Columns button to customize the column headers/labels in your report.
The Customize Reports Columns window displays the system-generated column headers under Default Column Label.
If a column in your report is a Date-based field, the Column Format drop-down appears to select a specific Date format for that column in the report.
To modify the column headers on the final report:
Enter new column labels under Custom Column Label.
If the column is a Date-based field, specify the date format under the Column Format drop-down.
When finished, click Submit or Submit and Close to save your changes.
Click Run Report to see the results or continue customizing the report.
Note: If you designate a report as a Changes Report you cannot edit the report columns after the report has been "locked".