Working with inquiry columns

Change your inquiry so that it contains columns that reflect the exact information you want, in the order you want to see it.

Do any of the following as needed:

To Do this

Add a column
  1. Right-click a column heading where you want to add the new column, and click either Add column to the left or Add column to the right.
  2. In the Column field, select the column that you want to add.
  3. In the Heading field, type the name of the column.
  4. In the Width field, type the width of the column in inches. Use decimals such as .50 for one half of an inch.
  5. As needed, link the column to another inquiry.
  6. Click OK.
Note: If you added a custom field with a display name that ends with a closed parenthesis, it is excluded from the list of columns. If you want to use the custom field in an inquiry, change its display name.

Create a column

Create a new column using a formula

Link to another inquiry

Add a link

Move a column
  1. Right-click the column you want to move.
  2. Select either Move column to the left or Move column to the right.

Delete a column
  1. Right-click the column you want to delete.
  2. Select Remove column.
Note: If the column uses a formula that is referenced in a condition or another formula in the inquiry, a warning and a proceed/cancel option appear. If the formula is referenced in a link, no warning appears.
Hide a column Hiding an inquiry column.

Change a column

Right-click the column, and click Properties. Change the properties for the column.

Show only data for a specific time period

Display inquiry data for only a specific time period.
Show only data for the current user Showing only inquiry data pertaining to a user.

Sort by a column

Right-click the column and select one of the following:

  • Sort ascending - shows numbers from lowest to highest, or shows text in alphabetical order
  • Sort descending - shows numbers from highest to lowest, or shows text in reverse alphabetical order

You can also further sort the inquiry by selecting another column to sort. Ajera then sorts the inquiry by applying the sorts in order of the columns from left to right,

Undo a sort

Right-click the column and select Clear sort.

Group by a column

When you group by a column, it groups data in the inquiry into categories corresponding to the entries in that particular column.

Right-click the column heading, and select one of the following:

  • Group expanded - shows all the categories with the applicable data under them.
  • Group collapsed - shows only the categories, and you click a plus sign next to a category to see the data for it.

You can also group within groups by selecting another column to group.

You can group as many as five columns, creating five different sublevels; after this, the grouping options are no longer available.

Ungroup a column

Right-click the row of a grouped category, and select Ungroup.