Adding Additional Columns to Reports

Owned by Coreen Stalnaker
Last updated: Aug 01, 2024
2 min read

All reports display commonly needed information. At times, additional information may be needed that can be added to a report. This feature is not available on all reports

 

  1. From the report screen select the Columns Icon. It may not contain the word Columns

  1. Selected Columns will show all current fields active on the report

  1. Entering keywords into the search field will help narrow down the fields that are needed to be added to the report

  1. Custom Columns will appear Orange under Select Columns

  1. The available Columns are sorted by several categories

    1. Base Columns

    2. Aggregate & Calculation Columns

    3. Related Columns

    4. Pseudo Columns 

  2. In some instances Custom Fields can also be added to the report

    1. Lead Fields

    2. Lead Statuses

    3. Policy Fields

  3. When customizing Columns, any field can be dragged to a different location for visual aesthetics