Overview
Adding and removing fields will only show what is desired to Reports may contain unnecessary data and manually formatting them can be very challenging. To remove the need for manual manipulation of the data prior to its use in supporting business decision making, in Report Builder you are allowed to add and remove fields. This section will allow you to choose the necessary data or information that you want to be included in the your report by selecting the list of columns possible under your selected base or saved reports. Your selection on of 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.
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You can refer to the following instructions on how you can select the list of columns (data or information). To select, use the Shift or Ctrl keys on your keyboard and left mouse click to highlight.fields you want to be 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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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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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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INFO: After clicking the ADD/REMOVE COLUMNS or UPDATE COLUMNS button, all the columns (data or information) that you’ve selected will appear in a table below (see below screenshot for an example). |
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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Base Reports | Report Columns | Filter Clauses | User Defined Parameters | Order By Clauses | Generic Report Query | Summarise Data | Save Report | Format 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