Modifying column settings

You can modify column settings to present report data more effectively. You can specify how to filter, sort, summarize, and display the results, and you can change the column formatting.

  1. Run the report that you want to edit.
  2. Click Edit report.
  3. In the Report Editor, open the menu for the column that you want to modify:
    • For columns in summarized reports, right-click the column header to open the menu.
    • For columns in list reports, click the Triangle icon on the right side of the column header to open the menu.
  4. In the column menu, modify the settings for a column by using the following options. The options that are available depend on whether the column is in a list report or a summarized report.

    Options include:

    • Heading – Update the text in the column heading.
    • Format – Select a valid format for the data values in the column. Some formats require parameters.
    • Add filter – Filter the values in the column based on the filters you specify.
    • Summary function – View and change the function that is used to summarize the column.
    • Width – Specify the column width in pixels or as a percentage of the window width.
    • Edit – Update the following options for column formatting:
      • Column heading – Specify the label that displays in the column header.
      • Format values – Specify how you want the values in the column formatted.
      • Column width – Specify the column width in pixels or as a percentage of the window width.
    • Delete – Remove the column from the report.
    • Sort – Sort the values in the column based on whether you select Lowest to highest or Highest to lowest.
    • Display values across columns – Display column values horizontally when the values for a column display vertically within a single column. This option creates a pivot table.
    • Display values vertically – Display column values vertically within a single column when the values for a column display horizontally across columns.
    • Summarize this column – Convert the list report to a summarized report that displays row counts grouped by the values in the columns that you select.
      • Expand all group sections by default in initial display – Select this check box to expand all group sections when the report opens in the Report Viewer.
      • Do not display group headings – Select this check box to exclude group headings in the report results. The results display in a format similar to a spreadsheet without subtotals, sub-averages, or similar values. This option provides the most flexibility for sorting the results.
  5. Click Done editing to save the report.