Making small changes to an existing report

This topic explains the simple changes you can make to a report without having to learn all the functions of the Report Builder. This topic covers how to: Remove a column Move a column to a different place in the report Add a column Add a footer Adjust column widths Change the report's name or description   Important Note: There is no 'Save As' function when editing an existing report. When you are finished editing the report (whether a public or private report), your only options are to save and override the original report or to cancel all your changes. If you are not sure you want to overwrite an existing report, then make a duplicate (copy) of the report first and then edit the duplicate. Note that a select number of reports cannot be edited. Editing a report: All editing begins with the same instructions...

REPORTING   Basics How to run a report Public, private and favorite reports Filters explained Editing - making small changes to an existing report Sneak peak at all the default reports MORE FAQs                        Glossary Operational Questions Creating a report from scratch Report types explained Scheduling a report to run automatically Calculated (custom) columns

1. Select Reports from navigation bar (Reporting > Reports).

2. Click either on the Public or Private tab.

3. Select the report and click the Edit icon located next to the report's name.

 

 

This brings up the Report Builder and its 5 tabs.

 

 

 

The following explains how to make changes to Standard Type reports (the most common type of report used). Instructions for changes to other report types (Pie, Bar, Grid or Raw Data) vary slightly and can be easily figured out from the following examples and a little bit of experimentation.

 

 

Remove a column

From the Columns tab.

1. In the Selected Columns list box on the right, click on the data field/column to remove.

2. Click the Remove arrow button located between the lists.

3. Click the Run Report button to see the change.

4. Click Save.

5. If editing a public report, you are prompted to override the original report.

 

 

Change the order of columns in a report

From the Columns tab.

1. In the Selected Columns list box on the right, click on the data field/column to move.

2. Use the up/down arrow buttons to re-position the column within the report. The topmost column is displayed at the far left of the report (unless Grouping is used).

3. Click the Run Report button to see the change.

4. Click Save.

5. If editing a public report, you are prompted to override the original report.
   

 

Add a column

From the Columns tab.

1. In the Columns list box on the left, locate and click on the data column to add. A complete list of column data fields is located here.

2. Click the Add arrow button located between the lists to move the column to the Selected list.

3. Use the up/down arrow buttons to position this new column within the report.

4. Click the Run Report button to see the change.

5. Click Save.

6. If editing a public report, you are prompted to override the original report.

 

Add a footer

1. Run the report.

2. From the Preview toolbar, click the Footer button .

3. Click the radio button next to the empty text box.

4. Enter the footer text (95 characters maximum). Note that the footer is only applied to this report.

5. Click Apply.

6. Click Save.

7. If editing a public report, you are prompted to override the original report.
   

 

Adjust column widths

1. Run the report.

2. From the Preview toolbar, click the Set Column width button .

3. For each report column, use either the Auto width option or manually type in a new width - in pixels.

4. Click Apply

5. Click Save.

6. If editing a public report, you are prompted to override the original report.

 

Change the report name or description

1. Click on the General tab.

2. Edit the Report Name and Description as required.

3. Click Save.

4. If editing a public report, you are prompted to override the original report.

 

 

Also

Making a report public - Available to all administrative users

Grouping data in the report

Sorting the data in a report

Changing the filters displayed when running the report