Modifying result columns in list reports

When you view the results for a list report in the Report Viewer, you can modify the columns to filter and sort the results, and change the column formatting. These changes apply to only the current view of the report results.

  1. Run the report that you want to view.
  2. In the Report Viewer, click the Triangle icon on the right side of the column header for the column that you want to modify.
  3. From the column menu, modify a column by using the following options:
    • Filter – Filter the values in the column based on the filters you specify. You also can clear filters that you previously selected.
    • Sort – Sort the values in the column based on whether you select Lowest to highest or Highest to lowest. If the report is sorted by a particular column, an up or down arrow displays next to the column label.
    • Appearance – Update the following options for column formatting:
      • Column heading – Specify the label that displays in the column header.
      • Format values – Specify how you want the values in the column formatted.
      • Column width – Specify the column width in pixels or as a percentage of the window width.
    • Summarize – Convert the list report to a summarized report that displays row counts grouped by the values in the columns that you select.
      • Expand all group sections by default in initial display – Select this check box to expand all group sections when the report opens in the Report Viewer.
      • Do not display group headings – Select this check box to exclude group headings in the report results. The results display in a format similar to a spreadsheet without subtotals, sub-averages, or similar values. This option provides the most flexibility for sorting the results.
    • Delete – Remove the column from the report.
  4. Optional: From the Actions menu, you can print the report results and export the results to a PDF file or Excel workbook.