Creating column views

A column view is used to define the number of columns in a report and how the data is shown in the columns. Each column has a column heading, column size, and other criteria.

  1. Select My Reports > Report Designer.
  2. On the Column Views tab in the Column Views section, click Create.
  3. Specify a Column View Name, for example, Current Years Versus Prior Years. You can not change the name after the record is saved.
  4. Click Save. Optionally, provide a description.
  5. In the Column List section, click Add Column to add a column to the Column View. You can create standard columns and calculated columns.

    After columns are created, the column records are displayed in the Column List section. The Sequence shows the order in which the columns are displayed on the report. To change the order, specify a different number in the New Sequence column.

  6. Optionally, to copy an existing Column View, right-click the column view to be copied and select Copy Column View. Change the Column View name, description, and click Submit.