How report fields work

Whether you’re adding a new report or running an existing report, you can choose which fields display in the report.

Each report offers a set of available fields (also known as columns). From this set, you can choose which fields display in the report, and in what order the field columns display. You can also sort the report by a specific column.

Adding and removing report field columns

For information on what fields are available in each report, refer to Replicon's Reports Field Matrix. Note that the fields in that document are listed by report template, not by default report.

To change which columns display in a report:

1. Go to Reports, and open the report whose fields you want to edit.
2. Click the Settings button.

3. Ensure the type of column you’d like to add or remove is selected from the Predefined - Custom toggle.

4. To add a column, select the check box beside its name. To remove a column, deselect the check box.

5. Select Done.

Changing the display order of columns

To change the order in which columns display in the report:

1. Go to Reports, and open the report whose columns you want to edit.
2. Click the Settings button.
3. In the Selected Columns list, click the column you want to move and hold down the left mouse button.

4. Drag the column to its new position while holding down the mouse button.
5. Select Done.

Sorting the report

To sort the report by a specific column, click on the column header.

The sort order only applies to your current view; it's not saved as part of the report settings.

Related topics

How report filters work
Report field definitions
Reports Field Matrix
Creating custom columns using formulas
FAQs about report columns