How to edit the fields in my report?

In Report Builder, every type of report you create has some predefined fields. You can now edit these fields, add or delete some of them, change their order, creating the report that perfectly meets your needs.

  • Add field: Click on the Choose Field dropdown list and hit the field you want to add. Your field will be located at the end of the field list by default but you can change the order with a simple drag and drop.
  • Delete field: Just click on the "X" icon next to the name of the field that you want to delete.

  • Change field-name: Click on the edit icon in front of the field-name, edit the name and then click Save.

  • Apply filter (field-level): Click on the “small wrench” icon next to a field's name in order to filter the data of your report.
    • Date fields: For date fields, you can select to:
      • filter by All/Empty/Not Empty
      • filter by a specific period (Ex. from 10/02/2021 to 11/02/2021)  
      • have a specific date or date & time format

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    • String type fields: For string type fields, you can select to:
      • filter by All/Empty/Not Empty
      • filter by Contains/Does not contain to find a specific word or exclude one from your search. Please note that if Empty is selected on the top filter, this option will not be available. 

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    • Numeric fields: For numeric fields, you can select to:
      • filter by All/Empty/Not Empty
      • filter by Equal/Not Equal
      • have the field within a specific range (Ex. Less than 10, More than 5) 
        Please note that if Empty is selected on the top filter, these options will not be available. 

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    • Above Units / Units field: For the Above Units/Units/Above Unit Types fields, you can select to:
      • have the results presented in Comma separated/Comma & Space separated/Space Separated/Multiple Rows
      • filter by Contains to find a specific word

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    • Specific Above Unit Type field: For the specific Above Unit Type field you can select the options that are available for the Above Units/Units fields. Moreover, you can also select if you want the report to include:
      • Indirect associations: The field will be populated only if the user is associated with a Unit under an Above Unit of Type A.
      • Direct Associations: The field will be populated only if the user is directly associated with an Above Unit of Type A.

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Read also: How to use Report Builder?

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