Add Columns to Build the Report
On step 2 of the Report Wizard, select data sources for your report and format its appearance.
Before adding columns and fields to your report, you click Create Report, and select data sources. Refer to these previous steps for more information.
To build your report by adding columns and fields:
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On Step 2 of 2 - Build the Report, click the
Columns tab and click the bucket that contains the field(s) you want to add to your report. For example,
Career Path and
Career Path Job shown here are buckets available for selection.
- From the list of field names that display, click a field name and drag it into the workspace of the Columns tab.
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Repeat steps 1 and 2 until you have added all the fields required to build your report.
As you add fields, Report Wizard provides you with a preview of the content in the report preview table. The field name you selected also serves as the column heading.
You can also create a new, unpopulated, column. To create a new column:
- In the Columns tab, click Create new empty column.
- In the Expression Editor dialog box, drag the field you want for your column into the Workspace pane at right.
- Click Save.
- In the Column Name dialog box, enter a name for your column. The default is the original field name.
- Click OK. The default position for your new column is on the left side of the report preview table.
- Customize the columns in your report.
- To sort the columns in the order that you want them to appear, click the column heading and drag it to the desired position.
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Click the
Column Actions menu for any column to access these additional actions:
Option Descripiton Copy Select this to copy the column. Delete Select this to delete the column from the workspace. Rename Select this to rename the column. Add Filter Select this to open the Filters tab where you can create a display filter for the column. For additional information, see Add Filters. There are two types of filters:
Prompted: This filter type allows you to select and refine what they want to see in the report.
Static: This filter type displays only the information that falls within the pre-selected filter option. For example, if you want to create a report that displayed only open requisitions, then you can use the static filter by selecting Select List = Open status as the static filter criteria. You can use a combination of Prompted and Static filters.
Sorting Select this to set Ascending or Descending as the sort order for the column. You can also sort on the Sorting tab, and using the arrow toggle next to the Column Actions menu. For additional information, see Sort Columns.
Options > Hide Column Select to hide the column when the report is run.
Options > Allow HTML Click to allow HTML.
Options > Add Average Select this to create a split section above the workspace between Grouped Columns and Averaged Columns and display a new row at the bottom of the report with the averaged output.
Options > Add Total Select this option to add a total for the column. Add Total can be combined with column averaging. In this case, the Total row displays below the Average row. As with averaging, only numeric values are calculated. Non-numeric contents of column cells are treated as '0'.
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When finished adding fields, and defining all additional aspects of your report, including Details such as the name and category, Filters, Sorting options, Grouping, and Crosstab, click
Finish.
Your report displays on the Reports Management screen.