Pick Report Columns (Consolidation Reports)

Pick Report Columns (Consolidation Reports)

The Columns page for a report specifies the data fields to be shown in the report. It also defines the order in which the fields appear.

Specifying Report Columns

Available Data Fields

Available Data Fields are listed on the left.

Selected Data Fields

Using the arrow controls, select fields there.

Move them to the Selected Data Fields list on the right.

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 provides predictive search that limits the list to matching fields.

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

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

Click Top, Bottom, Up, or Down to change the position of a selected field in the Selected Data Fields box. This order defines how columns will appear in the report.

Note: Custom Data in Consolidation Reports

The system cannot know whether the profile and event custom data are the same across all accounts.

You must ensure that these fields contain the data intended.

Example 1: Report Data is current account only.

Custom Profile Data fields show Office instead of Custom Profile Data #01.

Region appears instead of Custom Profile Data #02.

Custom Event Data fields show Event Type instead of Custom Event Data #01.

Client appears instead of Custom Event Data #02.

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.

Select the Show row number in the first column of exported reports checkbox to include a row number column in your exported reports.

Sort Order

Sort Order lets you specify up to four fields on which to sort report data in ascending or descending order.

The first field takes precedence over the fields that follow it.

Select the field you would like to sort on and choose Asc (A->Z) or Desc (Z<-A) to specify the sort order.

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 to save your changes. Alternatively, click Submit and Close to save your changes. Click Run Report to see the results or continue customizing the report.