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

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In the Reports > Report Builder menus, and with your chosen base or saved report loaded in the system, go to the REPORT COLUMNS section.

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Scroll through the list of fields under the Available Option(s) section on the left (B). Note that the field names are grouped/categorised (Headings in bold format) for your convenience.

You can refer to the following instructions on how you can select the fields you want included in your report:

• You can limit down or filter the list of fields that you want to be added in your report by typing a keyword (not case sensitive) on the Filter box (A). This will give you a result of all the possible fields related to that keyword under each category.

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] (B) only shows fields that HAVE NOT already been added to the Selected Option(s) section [right-field list] (C). 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 (B).

• 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.

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title Expand this section to learn more about using the Ctrl/Command or Shift keys when selecting/highlighting fields.
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. Windows MAC How and what it does 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.

• 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.

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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 your selected fields.

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Proceed to the next page for the for the next workflow or instructions.

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_{Introduction to Report Builder | Step 1 - Select a Base Report | Step 2 - Add and Remove Fields | Step 3 - Rename and Reorder Fields | Step 4 - Add Filter Clauses | Step 5 - Save Report}