Users may customize each report to include fields that are relevant to them. Selecting the appropriate category from the “Create From Scratch” will change the available fields that can be selected to build the report.
Users can scroll through the list to locate their desired field by collapsing the top categories to view the sub-categories. To collapse the list, click the arrow next to the top category.
Users can also perform a search in the search bar at the top of the list.
Users can add as many fields as they want. Each selected field will be added to the Selected Fields section and to the report itself. If the user leaves the report display or selects a different report, the Available Fields will reset and the user needs to repeat the steps above to add the fields.
The user may also remove fields from the report. Simply click the x symbol at the relevant field to remove it
Selected Fields
Selected fields display all the fields which will be added to the report.
The list is populated by the fields from the Available Fields list. The user can modify the fields as follows:
Field Filter - The user can add filters to a selected field. This can allow for more focused reports based on a very specific value that needs to be tracked or analyzed. To add a filter, click on the arrow next to the field name. This will collapse the field. Users can select the relevant filter (changes based on the field) and enter the desired value.
for more information about the “Regular Expression” filtering tool, please visit the next document
Field Name - Users can change the name of the field. Click on the arrow next to the field name. This will collapse the field. Below the filter, the user will see the name of the field. The user can either modify the name or change it completely.
Field Location - Users can move the order of the fields in the report. Click on the field and drag it to the desired location.
Hide Field - The user can hide one or more fields. By using this option, you can use a certain field to filter the report, but the field itself will not appear in the final report.
Running the report will reflect the changes. If the user leaves the report display or selects a different report, the changes to Selected Fields will reset and the user needs to repeat the steps above to add the fields.
If you want to save the new report for reuse you should add it to your favorite reports list by clicking on the next icon
