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.

1, 2 Choose Reports > Report Builder menus on the side. Go to the REPORT COLUMNS section.

3 Scroll through the list of columns (data or information). To select, use the Shift or Ctrl keys on your keyboard and left mouse click to highlight.

4 After highlighting or selecting all the necessary columns (data or information) you want included in your report, click the ADD/REMOVE COLUMNS or UPDATE COLUMNS buttons.

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).

_{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}