Pick Report Columns (Account Reports)

Pick Report Columns (Account Reports)

The Columns page for a report is where you specify the data fields to be shown in the report, and in what order.

Select and Re-Order Data Columns

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 text box is a predictive search that limits the list to matching fields.

• Click » or « to move selected items to the right or left.
• Click »» or «« to move all items 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 in the Selected Data Fields box is the order in which columns will appear in the report.

You may also opt to turn off the default setting to Show row number in first column of exported report formats. The row number is used mostly to provide 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 in this area. The first field takes precedence over those that follow it.

Pick the field you would like to sort on. 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 custom sort criteria. Multiple criteria must be separated by commas.

Example:

1. Order By: "Category"

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

2. Order By: "Last Name"

• Sort Order: "Asc (A-->Z)"

The report will sort results first by the custom sort order based on Category. Category sorting follows the order of Deans, then Speakers, then Participants, then Conference Support Staff. 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 section displays a drop-down. The Column Format drop-down lets you select a specific Date format for that column in the report.

To modify the column headers on the final report: 1. Enter new column labels under Custom Column Label. 2. If the column is a Date-based field, specify the date format under the Column Format drop-down. 3. When finished, click Submit or Submit and Close to save your changes. 4. 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".