Pick Report Columns (Consolidation Reports)

Access via:   > Events > Consolidation > Reports > (Custom Report) > Columns

Specifying 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.

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: Custom Data in Consolidation Reports

Since the system can't know if the profile and event custom data 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:

• Custom Profile Data fields are "Custom Profile Data #01", "Custom Profile Data #02", etc.

• Custom Event Data fields are"Custom Event Data #01", "Custom Event Data #02"), etc.

Select the Show row number in the first column of exported report check box if you wish to include a row number column in your exported reports.  

Sort Order

You can specify up to four fields on which to sort report data in ascending or descending order.

The first field takes precedence over those that follow it. Select the field you would like to sort on and choose Asc (A->Z) or Desc (Z<-A) to specify the order for the sort.

Customize Reports Columns

Click Customize Reports Columns to customize the column headers in your report.

The Customize Reports Columns window displays the system-generated standard column headers under Default Column Label. To modify the column headers on the final report:

1. Enter new column labels under Custom Column Label.

2. Click Submit or Submit and Close to save your changes.

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