Procedures - Selecting and Formatting Columns

For many reports, you can select or remove columns, then specify column sequence and format the columns.

Related topics:

  • Select or Remove Columns
    For reports for which you can select columns, Ajera CRM provides an initial set of columns. You can use the Columns tab on the Options dialog box to add and remove columns.
  • Change Column Order
    Columns appear on a report in the order that they are listed on the Columns tab in the Options dialog box. The first selected column in the list is printed as the first report column and the last selected column is the last column printed. To change that order, you move columns up or down in the list.
  • 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.
  • Modify Column Headings
    Use Line Heading 1 and Line Heading 2 in the grid on the Columns tab of the Options dialog to modify the heading text for a column.
  • Change Column Width
    Ajera CRM provides column widths suitable for the default heading text in the Line Heading 1 and Line Heading 2 fields on the Columns tab of the Options dialog box. If you change the heading text, you may need to change the column width to accommodate longer headings.
  • Set the Margin for the First Column
    You set the margins for report pages as a whole on the Layout tab of the report Options dialog box. However, you can also set a different left margin for the first column of data if you want that column indented or offset from the left margin of the page.
  • Set Data Alignment for Columns
    Ajera CRM aligns data in columns based on the type of data in the column. However, you can select another alignment for a column in Alignment in the grid on the Columns tab of the Options dialog box.
  • Turn HTML Formatting On or Off for Memo Fields
    If you include a column for a memo field on a report and you do not want to apply HTML formatting (bold, underlining, colors, and so on) to the contents of the column based on the formatting applied when the text was originally entered in each memo field, you can turn off the HTML formatting for that report column.
  • Select Column Headings Background Color
    You can specify a background color for the report row that displays column headings. Use this option to make the headings stand out from the rest of the report data, for example.
Parent Topic: Formatting Overview