Manipulating Fields in a Report/Dashboard
Return to resources page
Included in this page:
- How to include (or exclude) columns in your report
- How to make a column a prompt or move it to the sections of a report
- How to save your customizations for future use
Including Additional Fields
Step 1: Navigate to the report or dashboard you wish to use. In this example we are using the My Department Dashboard.
Step 2: Right-click on any column header and hover over "Include column". Select which field you would like to add to the report.
Step 3: You can also right-click and choose to exclude columns or move columns as needed within a report or dashboard.
Now you are all set to use your report!
How to Make a Column a Prompt or Move it to the Sections of a Report
Step 1: Navigate to the report or dashboard you wish to use. In this example we are using the My Department Dashboard.
Step 2: Right-click on any column header and hover over "Move Column". Click "To Prompts" or "To Section" Depending on where you want to move the column.
Step 3: You can also right-click the field again and choose to send it back "To Column".
Now you are all set to use your report!
Saving Your Customizations
To save your customizations for future use:
- Click on the “wheel” icon in the top right corner
- Select "Save Current Customization" from the drop down menu