Specifying Report Columns
The Columns page is where data fields are specified for the report.
The data fields are shown in a specific order in the final report.
Available Data Fields
Available Data Fields are listed on the left.
The Selected Data Fields list shows fields in the final report order.
The Filter text box limits the list to matching fields.
Use the arrow controls to move selected items to the right or left.
Click the » or « to move selected items to the right or left.
Click »» or «« to move all items right or left.
Use 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 determines the order of columns in the final report.
Note on Custom Data in Consolidation Reports: Because the system cannot determine whether profile and event custom data are the same across all accounts, ensure that these fields contain the intended data. Example 1: Report Data is this account only. Custom Profile Data fields show "Office" (instead of "Custom Profile Data #01"), "Region" (instead of "Custom Profile Data #02"), etc. Custom Event Data fields show "Event Type" (instead of "Custom Event Data #01"), "Client" (instead of "Custom Event Data #02"), etc. Example 2: Report Data is Current Account and all sub-accounts. Regardless of how the custom data fields are set up in the current account: Custom Profile Data fields are "Custom Profile Data #01", "Custom Profile Data #02", etc. Custom Event Data fields are "Custom Event Data #01", "Custom Event Data #02", etc.
Show row number in the first column of exported report
Select the Show row number in the first column of exported report checkbox if you wish to include a row number column in your exported reports.
Sort Order
You can specify up to four fields on which to sort report data in ascending or descending order.
The first field takes precedence over those that follow it.
Select the field to sort on and choose Asc (A->Z) or Desc (Z<-A) to specify the order for the sort.
Customize Reports Columns
Click Customize Reports Columns to customize the column headers in your report.
The Customize Reports Columns window displays the system-generated standard column headers under Default Column Label.
To modify the column headers on the final report: enter new column labels under Custom Column Label.
Click Submit or Submit and Close to save your changes.
Click Run Report to see the results or continue customizing the report.
Running and Saving
To save changes, click Submit or Submit and Close.
To see the results, click Run Report or continue customizing the report.