How report fields work

Whether you’re adding a new report or running an existing report, you can choose which fields display in the report.

Each report offers a set of available fields (also known as columns). From this set, you can choose which fields display in the report, and in what order the field columns display. You can also sort the report by a specific column.

After you modify field settings, you must run the report before your changes will be reflected in the report data.

Be sure to save the report if you change field settings and you want those changes to be available next time you access the report.

For answers to FAQs about specific report fields, refer to FAQs about report columns.

Adding and removing report field columns

For information on what fields are available in each report, refer to Replicon's Reports Field Matrix. Note that the fields in that document are listed by report template, not by default report.

To change which columns display in a report:

  1. Go to Reports, and open the report whose fields you want to edit.
  2. Click the Settings button.

A Reports Settings dialog displays. All columns available to include in the report are listed on the scroll pane on the right side of the dialog.

  1. Ensure the type of column you’d like to add or remove is selected from the Predefined - Custom toggle.

Predefined fields are all of the default fields available in the report. Custom fields are any formula-based columns you’ve added to the report.

  1. To add a column, select the check box beside its name. To remove a column, deselect the check box.

Columns that will display in the report are listed under Columns on the left side of the dialog.

  1. Select Done.

Changing the display order of columns

To change the order in which columns display in the report:

  1. Go to Reports, and open the report whose columns you want to edit.
  2. Click the Settings button.
  3. In the Selected Columns list, click the column you want to move and hold down the left mouse button.

  1. Drag the column to its new position while holding down the mouse button.

  1. Select Done.

Sorting the report

To sort the report by a specific column, click on the column header.

The sort order only applies to your current view; it's not saved as part of the report settings.