Find a Column

Some reports have long lists of columns from which you can select. To find particular columns in the list on the Columns tab, use the Find and Find next grid options.

To find a column, complete the following steps:

1. Click the Columns tab on the Options dialog box.
2. Click the Find grid option.
3. Enter search text in the Find column containing text field on the Find Column dialog box and click Find. Ajera CRM finds the first instance of a column that contains the text and moves the row selector to it.
4. On the Columns tab, click the Select box beside this column if you want to add it to the report.  
5. To find another column that contains the same text, click the Find next grid option.
6. After you set all report options, click Apply.