Specifying Report Columns
The Columns page for a report is where you specify the data fields to be shown.
The Columns page also defines the order of the fields.
The Available Data Fields are listed on the left.
The Selected Data Fields list on the right contains the fields that will appear in the report.
The filter text box allows typing part of a field name.
That feature limits the list to matching fields.
Use the arrow controls to move fields from Available to Selected Data Fields.
Click the right arrow to move selected items to the right.
Click the left arrow to move selected items to the 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 determines the order of columns in the final report.
Note: Custom Data in Consolidation Reports
The system can't know if the profile and event custom data are the same across all accounts.
Therefore, ensure that these fields contain the data intended.
Example 1: Report Data is this account only. Custom Profile Data fields show "Office" (instead of "Custom Profile Data #01"). Custom Profile Data fields show "Region" (instead of "Custom Profile Data #02"). Custom Event Data fields show "Event Type" (instead of "Custom Event Data #01"). Custom Event Data fields show "Client" (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.
Show row number
Select the Show row number in the first column of exported report check box 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 you would like 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.
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