Pick Report Columns (Account Reports)

Pick Report Columns (Account Reports)

The Columns page for a report is where data fields are shown in the report. The order of those fields is defined on this page.

Select and Re-Order Data Columns

Available Data Fields are listed on the left. Using the arrow controls, you select fields there and move them to the Selected Data Fields list on the right.

Filter the Data Fields

To save scrolling through a long list of fields, you can type any part of a field name in the Filter text box. The Filter function provides a predictive search that limits the list to matching fields.

Move Data Fields Between Lists

Click the » or « to move selected items to the right or left.

Click »» or «« to move all items right or left.

Position Data Fields

Click Top, Bottom, Up, or Down to change the position of a selected field in the Selected Data Fields box. The order in this box determines the order of columns in the report.

Row Numbers in Exports

You may turn off the default setting to show the row number 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 in ascending, descending, or a custom order. The first field takes precedence over the fields that follow it.

Pick a field to sort on and choose Asc (A-->Z), Desc (Z-->A) or Custom (see -->) to specify the order for the sort. When Custom (see -->) 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, sort by Category in neither ascending nor descending order. Second, sort by Last Name within each Category.

Order By: "Category", Sort Order: "Custom (see-->)", in the text box enter: DEANS,SPEAKERS,PARTICIPANTS,CONFERENCE SUPPORT STAFF

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 then the Column Format section will display a drop-down for you 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".

Was this article helpful?

0 out of 0 found this helpful

Have more questions?

Submit a request

Return to top

Comments

0 comments