Managing Fields for a Report in Report Designer

To manage fields for a report in Report Designer:

  1. Open or create a new report in the Report Designer.

  2. Click the Manage Fields Manage Fields button button.

To add, modify, delete, or re-order fields in a report in the Report Designer, you must first add a field to the data source:

  1. In the Add/Modify/Delete dialog, click Add.

    Only modules for which you have access are displayed in the list.

  2. In the Field Name column, select a field from the field list. The selected field is added as a new row in the list.

    Note: Fields already present in the report data source are excluded from the field list.

  3. In the Function column, select the function for the record. When the selected field is a number, you can select from the following options: None, Count, CountUnique, Maximum, Minimum, Average, or Summation. When the selected field is not a number, you can select from: None, Count, CountUnique, Maximum, or Minimum.

  4. (For multi-pick fields only) In the Concatenate column, a checkbox is displayed. By default, the box is selected meaning that multi-pick selections will be displayed in a single row, with each selection separated by a comma. Unchecked, each multi-pick selection will be shown in a separate row.

    Note: When the field is not a multi-pick, the checkbox is not displayed and no action is required for this column.

  5. (For picklist or multi-pick fields only) The Show All Values column allows you to display values for all picklist or multi-pick options. Use this option if you want the report to show data for all possible options even if there are 0 records associated in the given report.

    Note: If the field is not a picklist or multi-pick, this option is not available.

  6. (For numeric fields only) In the Aggregate Pattern column, you can group numeric fields into ranges. See Grouping Numeric Fields into Ranges

  7. To add another field, click the Add button and repeat the procedure.

  8. Modify a field by selecting a column and changing the value.

  9. To remove a field, select the record's checkbox and click Delete.

    Note: If a field is enabled for use in a report, the checkbox is disabled and the option to delete is unavailable.

  10. To change the order of the fields in the list, click on the up or down arrows in the Order column.

  11. When you are finished adding, modifying, deleting, and re-ordering fields, click OK.

With the field added to the data source, you can add it to the report. Note: Deleted fields will be removed from the data source automatically.

Screenshot of the Add, Modify, Delete dialog for Report Designer

Add the data source to the report

  1. Open the Field List panel and click the Fields Fields button button.

  2. Expand the data source > MainTable category. The new fields appear in the list.

  3. Drag and drop the field to the design surface.

Now, you can run the report to see the report with the new field added and save it.

Viewing the new field in the Field List panel