Ad-Hoc Reporting: Columns
Purpose
To demonstrate how to create the Columns to display the chosen fields from your Data Source in an Ad-Hoc Report.
Columns are created to show the pertinent data fields from the records in your Tabular Report.
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Video
Instructions
1. We got here by Reports Module > Ad-Hoc Reports > Create Report. Complete the tabs up until Report Type. Report Type must be a Tabular Report to choose Columns.
2. To select the Columns you want to display in your Report, click the checkbox next to the Data Field and then select the plus icon to move the item over.
3. Columns that are labeled as "Id" columns can create hyperlinks to be able to open that particular record directly from the Report. In this case "Incident Id" creates a link that will open the Fire Incident Record.
4. You can select the individual trashcan icon for each Column to remove it or use the bulk select to choose one or more rows at a time and then delete.
5. Grab the hamburger icon and drag a Column to relocate it in the order.
6. Click on the pencil icon to change the displayed name of a Column.
7. Enter the new label for the Column and click the checkmark to save.
8. The Data Source Field name will still show in parentheses, but will not show on the Column label in the Report.
9. Click on Next to move on to the Sort tab.
Information about creating Custom Columns can be found in Ad-Hoc Reporting: Custom Columns.
Information about adding Columns with automatic Date Time Difference calculations can be found in Ad-Hoc Reporting: Automatic Time Calculations.
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