Overview
Reports may contain unnecessary data and manually formatting them can be very challenging. To remove the need for manual manipulation of data prior to its use in supporting business decision making, in Report Builder you are allowed to add and remove fields. This will allow you to choose the necessary data or information that you want included in your report by selecting the list of columns possible under your selected base or saved reports. Your selection on this section will define all the columns you can see in your report.
Workflow
NOTE: The instructions below assume that you have already chosen a base or saved report and is already loaded in the system. If this is not the case, refer to the Step 1 - Select a Base Report workflow.
,
In the
Reports >
Report Builder menus, and with your chosen base or saved report loaded in the system, go to the
REPORT COLUMNS section.
Scroll through the list of
columns (data or information)fields under the Available Option(s) section on the left. To select, press and hold the
Shift or
Ctrl key for Windows users
(
Shift or
Command key for MAC users)
key on your keyboard and click to highlight or select the fields required.
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| title | Expand this section to learn more about using the Ctrl/Command or Shift keys when selecting/highlighting fields. |
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Windows | MAC | How and what it does |
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Ctrl + click the fields | Command + click the fields | Select multiple fields which are not necessarily next to each other. Keep pressing the Ctrl or Command key until you are done with your selection. | Shift + end of the selection | Shift + end of the selection | Select multiple fields that are adjacent. Click the first field from the list, then press the Shift key and click the last field. This way, all the fields in between are included in your selection. |
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You can refer to the following recently added functionalities of this particular section of Report Builder:
Example: Searching for fields with a “grade” keyword will return 3 possible field names under 2 different categories.
The Available Option(s) section [left-field list] (2) only shows fields that HAVE NOT already been added to the Selected Option(s) section [right-field list] (3). In this way, adding every single possible field to a report or clicking the ADD ALL button will result in an empty left-field list (2).
You can select one or more fields on the left by using the Ctrl/Command or Shift keys on your keyboard before clicking the ADD button in the middle, or you always have the option to select one field at a time and just click the ADD button each time you want that field added to your report. Your selection will then be displayed on the right-field list.
If you change your mind and remove some of your selected fields on the right, you can always select one or more fields on the right (from your selected fields) and just click the REMOVE button or REMOVE ALL, if you want all selected fields removed. All the fields you’ve removed will be back from the Available Options on the left.
After selecting all the necessary fields (data or information) you want included in your report, you will see a list of all your selected field names below. This is where you can rename and reorder the field names.
Proceed to the
next page for the for the next workflow or instructions.