How to add Columns to a Report

User Rights:

Location:

Project Administrator

Selected Report -> Report Designer [New Design/ Modify Design]

 

You will need to add Columns to a Report when you first create it.  You may also need to add Columns to existing Reports. This may be true when you have made a copy using the Copy of Report function. Upon selecting the Add button, a pop-up screen appears allowing you to select Columns to add to a Report and detail how they should be formatted.

 

Follow these steps to add a Column to a Report:

  1. Click the Add Column icon from the Report Columns section of the Report Designer to open the Add Column pop-up screen.

  1. Select the Table the Column you need is located in from the Table drop down list.  Tables that available in the Report Designer are dependant on the Report Category and Report Type you are working with.  See the section on Report Categories for more help with selecting Tables.

  1. Select the required Column from the Available Columns drop down list.  The Columns displayed in the drop down list are dependant on the Table which is selected in step 2.

  1. Change the Display Name of the Column if required.  

  1. Update the Display, Group and Sort options if required.  See the Grouping & Sorting and Customising Your Report sections in this manual for more details.

  2. Click the Add Column button to return to the Report Designer.

  3. Continue Adding Columns until you have mapped out your report.

  1. Click the save button at the bottom of the Report Designer to make sure that you save your report design.