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Edit a Custom Report

  • Updated

Once a report has been created, you can make changes to the report from the preview screen.

Add A Column

Change Column Text

Change Page Orientation

Add Filters / Parameters

Sorting Data

Add Page Header (For Printing)

Add A Column

  1. Click over a column header cell in the page's Group Header section.
  2. If the menu on the right is not open, select the gear icon in the upper right.
  3. Under the Actions section, choose the button to Insert Column to the right (or left) of the selected column.

inset_column_right.png

  1. Add a name to the new header by typing it into the cell.
  2. If you want specific data to show under the header, you will need to insert a column for that information in the Design section.
  3. Click in the new data field to highlight.
  4. Select the Data symbol from the menu on the right side of the page.

insert_column_data_select.png

  1. Expand the SqlDataSource section by clicking over it in the list.
  2. Expand the subsections by clicking over it in the list.
  3. Click and drag the name of the data you wish to insert to the cell you highlighted. This will add the selected data to the cell.

Change Column Text

  1. Click in the new data field to highlight.
  2. If the menu on the right is not open, select the gear icon in the upper right.
  3. Click to expand the Appearance section.

change_text_appearance.png

  1. Choose background color, border color, font or font color for the cell.

Change Page Orientation

  1. If the menu on the right is not open, select the gear icon in the upper right.
  2. Click to the left of the entire report to select the page. This will update the options shown in the menu on the right.
  3. Click over the Page Settings section to expand.
  4. Click the Landscape box. This will change the orientation of the entire report.

orientation_landscape.png

Add Filters/Parameters

  1. Select the Data symbol from the menu on the right side of the page.
  2. Click the plus sign on the right of the Parameters. This will open an add parameter window.

parameter_add_window.png

  1. Click the Search button to open a list of parameters. You can type into the search to narrow the list of fields or scroll down to locate the filter option.

parameter_lookup.png

  1. Double-click over the parameter in the list. This will choose the parameter and return you to the Add Parameters window.
  2. Click OK to select the parameter and close the window.

Note: If you wish to add a date filter, you will need to add several parameters:

  • DateBX (Beginning date)
  • DateEX (End date)
  • DateSX (Single date)
  • DateTX (Date type)

parameter_date.png

  1. If you wish to filter your report by date, click over the DateTX parameter in the field list. 
  2. Click the edit pencil for the DateTX field. This will open the Edit Parameters window.

parameter_date_single.png

  1. Choose the Static List option in the Value Source dropdown.
  2. Click the plus sign to add a Look Up Value.
  3. Enter the date description.
  4. Enter the Value. This must match the exact field name.
  5. Click the OK button to save. This will close the Edit Parameters window and return you to the report builder screen.

If you preview the report with a single date selected as above, you will see the filter:

parameter_date_single_preview.png

  1. If you wish to filter your report by multiple date options, click over the DateTX parameter in the field list. 
  2. Click the edit pencil for the DateTX field. This will open the Edit Parameters window.

parameter_date_multiple.png

  1. Choose the Static List option in the Value Source dropdown.
  2. Click the plus sign to add a Look Up Value.
  3. Enter the date description.
  4. Enter the Value. This must match the exact field name.
  5. Repeat steps 16 - 18 to add each date you wish to filter by.
  6. Click the OK button to save. This will close the Edit Parameters window and return you to the report builder screen.

If you preview the report with multiple dates selected as above, you will see the filter with a date type selection:

parameter_date_multiple_preview.png

Sorting Data

You can apply sorting to sort your report by a specific field. For example, you may want to sort a unit report by the unit model.

  1. If the menu on the right is not open, select the gear icon in the upper right.
  2. Click on the left of the detail row to select the section. This will update the options shown in the menu on the right.
  3. In the properties panel on the right, click to expand the Data section.
  4. Within the data section, click to expand the Sort Fields section.

detail_sort.png

  1. Choose the plus sign to add a new, blank line.
  2. Click the dropdown arrow to the right of the line to open a list of fields to sort by.
  3. Choose the field.
  4. If you wish to add additional sorting, follow steps 5-7 to add new sortation. You may add multiple fields to sort your information. Your information will sort by the first field selected, then the second, etc.
  5. If you wish to rearrange the sorting, you may use the small arrows above the sort list or to the right of each field.

detail_sort_multiple.png

Add Page Header (For Print)

If you will be printing the report (and not using the information in Microsoft Excel, you may want to have the column headings show on each page.

  1. If the menu on the right is not open, select the gear icon in the upper right.
  2. Click to the left of the entire report to select the page. This will update the options shown in the menu on the right.
  3. Under the Actions section, choose the button to Insert Page Header Band.

insert_page_header.png

  1. Click and drag to choose the column headings that you want to move. This allows you to select all the column headings at once.
  2. Drag and drop the headings to the new to move them to the new page header bar.

page_header_move.png

  1. Save the report by selecting the button with three lines on the left side of the screen to open the menu. Choose the Save option. 

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