Creating columns

A column 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 Columns tab in the Column Library section, click Create.
  3. Specify a Column Name, for example, current years versus prior years. You cannot change the name after the record is saved.
  4. Click Save. Optionally, provide the description, show group header, and lock.
  5. In the Column Details section, click Add Column to add a column to the Column Details.

    You can create standard columns and calculated columns.

    After columns are created, the column records are displayed in the Column Details 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. Users cannot change the column order if the columns are associated with a calculation.

  6. Optionally, to copy an existing column, right-click the column and select Copy Column. However, you cannot copy a column if it has an invalid calculation setup. Change the column name, description, and click Submit.

    Columns with a quarter period operator cannot be copied, they must be re-created.

  7. Optionally, in the Column Library, you can select the ellipsis button for a column and select Add To Favorites or Remove From Favorites.
    To view your favorite columns, select the filter for My Favorites and select Yes.
    Note: The maximum number of columns is 30 and the drillback link will only be available for five columns.