Ad-Hoc Reporting: Custom Columns
Purpose
To create a custom calculation column for a Tabular Report in Ad-Hoc Reports in the Reports Module.
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Video
Instructions
1. We got here by navigating from Reports Module > Ad-Hoc Reports > Create Report. Complete the tabs up to choosing a Report Type, then navigate to the Columns Tab.
Note: See the Ad-Hoc Reporting: Columns article for information on choosing the columns for your Tabular Report.
2. At the bottom of your column options, click on Add Custom Column.
3. The Add Custom Column modal will pop up and you need to name your column.
4. Choose the type of Operation (Calculation) you want to perform from the drop-down menu.
5. Options for Operations:
Sum
Subtract
Multiply
Divide
Date Time Difference
Date Difference
Time Difference
6. Depending on the type of Operation you selected, you will now add fields or Columns to calculate between. Current Date/Time will calculate from the date and time the Report is run each instance. Add Date/Time will set a specific date and time to consistently calculate from. Add Column allows you to choose any date/time field from your Data Source Configuration.
7. Clicking Add Column again allows you to add a second Data Source field to calculate between. You can only calculate between two values. In this example we are calculating a Total Call Time by using the Date Time Difference operation from the Enroute At time to the Clear At time.
Note: if your time calculation displays in a negative value in your column, reverse the order of your Columns by dragging Column 2 up to the Column 1 position.
8. If you choose to use the Date Time Difference Operation, you will need to select a Value Format from the drop-down menu. This is the format that you want your time calculation to be expressed in.
9. Value Formats for Date Time Difference will display as:
Time Interval - 00:00:00 (Hours:Minutes:Seconds)
Years, Days, Hours, Minutes - 000.0 (You choose the decimal places to show.)
Seconds - 0000
Text - 0 Days 0 Hours 0 Minutes
10. When you have finished building out your Custom Column, click Add Column in the bottom right-hand corner to save and close.
11. Your new column will now appear in your report.
Note: A selection of custom column calculations for common times are pre-calculated and available to choose as a column. See the Knowledge Base Article Ad-Hoc Reporting: Automatic Calculation Columns.
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