Columns (Ad-Hoc Report Definition)

The Columns tab on the Ad-Hoc Report Definition form displays the columns you selected when you created the Ad Hoc Report. You can use this form to add, modify, delete, and reorder the columns. If the column has numeric values and you have Summary or Group Summary checked in your Ad Hoc Report Definition, you can modify the summary method using the Columns tab.

See Also:

Supported Columns for Ad Hoc Reports

Columns Tab – Field Descriptions

Reorder the Columns

Add a Column

Modify a Column

Delete a Column

 

Columns Tab – Field Descriptions

Report Name

Name of the Ad Hoc Report selected on the Ad-Hoc Report Definition form.

Column Name

Column which will be included in the report. See Supported Columns for Ad Hoc Reports.

The Column Name field shows the name of the column as it appears in the database. In the actual report, the Column Name will be based on the corresponding entry in the Dictionary. For example, the Column Name person_num will appear as Employee in the report. You can use the Override Label to specify another name for the column.

Function

The Function setting is only available for columns with numeric values.

Function is used to aggregate the data in a column based on the specified method (AVG, COUNT, MAX, MIN, and SUM). The following illustrations show how the different Function methods would apply to the Duration column:

No Function setting:

Function set to AVG:

Function set to MAX:

Function set to MIN:

Function set to SUM:

Summary Method

The Summary Method setting is only available for columns with numeric values.

If your report includes a summary row (Summary box is checked) and/or a group summary row (Group Summary and Grouping boxes are checked), the column’s Summary Method will be used to calculate the value for the summary row.

The available options are AVG, COUNT, MAX, MIN, and SUM.

Override Label

Use this field to change the name of the column that appears in the report.

The Column Name field shows the name of the column as it appears in the database. In the actual report, the Column Name will be based on the corresponding entry in the Dictionary. For example, the Column Name person_num will appear as Employee in the report. However, if you enter “Employee” in the Override Label field, then the column will appear as Employee in the report.

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

 

Reorder the Columns

To change the order of the columns in the Ad Hoc Report, use the Move Up and Move Down buttons on the Columns tab of the Ad-Hoc Report Definition form. Select a column and click Move Up or Move Down to reposition the column.

 

Add a Column

Click Add on the Columns tab to add a column to the report.

On the Add Columns pop-up form, use the Display Columns section to select the columns you want to include in the report. Move a column from the Available box to the Selected box to include it in the report.

Click Save when you are done.

You can also add a column to the report by selecting the Report Name on the Ad-Hoc Report Definition form and clicking Modify.

 

Modify a Column

To modify a column, select the column on the Columns tab and click Modify.

If the column is for a numeric value, you can modify its Function and Summary Method.

You can change the Override Label of any column.

Change the settings as necessary and click Save.

 

Delete a Column

To delete a column from the report, select the column on the Columns tab and click Delete.