Modifying the Columns on a duplicated report

Updated by Cheryl Wallace

To add columns to or remove columns on a duplicated report,

  1. Edit the report if it is not already in Report Edit mode by highlighting the report name and clicking .
  2. Click the Columns tab.
  3. Modify the columns to appear on the report. All columns available for this report type are displayed grouped by the type of data. Any columns already selected for the report will be checked.
    1. To remove a column from the report, uncheck the box to the left the field name.
    2. To add a column to the report, check the box to the left of the field name.
    The Selected Columns at the bottom of the page shows the database table and field names for the columns to appear on the report. This can be helpful when working with SQL queries or advanced troubleshooting.
  4. Click to save the changes to the report.
After saving the modifications, preview the report to see the result of the changes. Skip directly to the Layout tab to make any desired changes.

Proceed to make the desired changes on the other tabs: Sorting, Filtering, or Layout.

See this video discussing duplicating reports and walkthroughs of simple and complex examples.

See also:

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