Changing Columns or Fields on a Report

The report Columns tab lets you

  • change the location of fields on the report
  • show or not show the header for a field
  • add or remove fields from the report
  • put multiple fields in one column

To format the fields in your report, follow these steps:

  1. Either from the Select a Report window or from the displayed report, click the Columns button.
  2. Click the column or field you want to change on the report to highlight it.
  3. To include or remove a field, click the Show box. ( If the box is checked, then the field will be included on the report.)
  4. If the Title box is checked, then the field name will display on the report as a heading.
  5. If the Column Break box is checked, then the next field will begin in a new column. If the box is unchecked, then the next field will display directly beneath this field, in the same column. Example
  6. Note: If a cell in a row is gray, even if there is a check box in it, it can’t be selected. If you remove the check mark from the Show cell in an available row, then the other cells of that row will become unavailable (gray).

  7. In addition to changing field settings, you can also change the order in which columns display on the report.
  8. Note: When selecting a field to move, be careful not to click in one of the white columns when you select the field; otherwise, the check mark status of that column of the field will change also.

  9. Select a field that you want to move within the report. Then do one of the following:
    • To move the field up one position in the list of fields, select the Move Up button.
    • To move the field down one position in the list, select the Move Down button.

    The field moves to the position you selected and the displaced field, and all those below it move down in the list. You can move as many fields as you like.