Pick Report Columns (Event Reports)

(Event) > Reports/Analyze > (Report) >  > Columns

The Columns page for a report is where you specify the data fields to be shown in the report, and in what order.

 Video: Editing Columns (2 min)

Select and Re-order Data Columns

Available Data Fields are listed on the left.

Using the arrow controls, select fields there and move them to the Selected Data Fields list on the right.

(To save scrolling through a long list of fields, you can type any part of a field name in the Filter text box. That's a predictive search that limits the list to matching fields.)

• Click » or « to move selected items to the right or left.

• Click »» or «« to move all items right or left.

• Click Top, Bottom, Up, or Down to change the position of a selected field in the Selected Data Fields box; that's the order in which columns will appear in the report.

Note: Since the system can't know if the profile and event custom data fields are the same across all accounts, you must be sure that these fields contain the data intended.

Example 1: Report Data is this account only. Custom Profile Data fields show "Office" (instead of "Custom Profile Data #01), "Region" (instead of "Custom Profile Data #02), etc. Custom Event Data fields show "Event Type" (instead of "Custom Event Data #01), "Client" (instead of "Custom Event Data #02), etc.

Example 2: Report Data is Current Account and all sub-accounts.
Regardless of how the custom data fields are set up in the current account, the list of Custom Profile Data fields shows "Custom Profile Data #01", "Custom Profile Data #02", etc. The list of Custom Event Data fields shows "Custom Event Data #01", "Custom Event Data #02"), etc.

• You can opt to turn off the default setting to Show row number in first column of exported report formats. The row number is used mostly as a navigational aid for users.

Sort Order

You can specify up to four fields on which to sort report data in ascending, descending or a custom order in this area. The first field takes precedence over those that follow it.

Select the field to sort on and choose Asc (A-->Z, 1-n), Desc (Z-->A, n-1) or Custom (see-->) to specify the order for the sort. When Custom is selected, a separate text field is displayed: enter your custom sort criteria, separated by commas for multiple criteria.

Example: First, I want to sort by Attendee Type  in neither ascending or descending order, and then by Last Name within each Attendee Type.

1. Order By: "Attendee Type", Sort Order: "Custom", in the text box enter: DEANS,SPEAKERS,PARTICIPANTS,CONFERENCE SUPPORT STAFF

2. Order By: "Last Name", Sort Order: "Asc (A-->Z, 1-n)"

The report will sort results first by the custom sort order, based on Attendee Type (Deans, then Speakers, then Participants, then Conference Support Staff,) and within each attendee type the rows will be sorted by Last Name.

Note: Custom sort order is best used if there is a relatively short list of known values. Enter all known values into the sort field to the right of the Custom choice, separated by commas and without spaces between them. If you do not use all the possible values for the field in the sort, then the items you do specify should appear first. If, for instance, you sort three attendee type values to the top of the list and wish the remaining ones to be displayed in alphabetical order, then specify Custom Sort Order for those three Attendee Type values in the first sort option, and in the second sort option specify the Attendee Type again in Ascending Order.

Customize Report Columns

Click the Customize Reports Columns button to customize the column headers/labels in your report.  The Customize Reports Columns window displays the system-generated column headers under Default Column Label. If a column in your report is a Date-based field then the Column Format section displays a drop-down in which you select a specific Date format for that column in the report.

To modify the column headers on the final report:

1. Enter new column labels under Custom Column Label.

2. If the column is a Date-based field select the date format in the Column Format drop-down list.

3. When finished, click Save or Save and Close to save your changes.

4. Click Run Report to see the results or continue customizing the report.

Note: if you designate a report as a Changes Report you cannot edit the report columns after the report has been "locked".