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, 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.

4 After highlighting or selecting all the necessary fields (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).

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

_{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}