Edit Report
- Evangeline Cruz
How to Edit a Report
1. From the Object Navbar, click on the module where the Report is.
2. Click Report icon on the Sidebar.
3. The Report dialog box opens with a list of available reports. Click on the Report to edit.
4. At the top of the report, click on the pencil icon to open in edit mode.
5. On Fields tab, add field or remove field and indicate sorting of fields.
You may also re-order columns on the report by dragging the fields up or down as needed.
Click the Select field drop-down and select a field from the main module to add to report.
Associated Parent fields - Note that fields from the Associated parent record can also be selected. Scroll down and the fields are grouped by parent module. For example, on a Contact module report, you may select the website field from the Account record of this Contact.
If the field selected is a Keyword or a Reference field, checkboxes below display:
Group - check if the report will be categorized by the value of this field
Chart - automatically is enabled
If the field selected is a Numeric field, checkbox below display:
Chart - enable to include the value with the Grouping. If enabled, operation drop-down below display:
Sum - add the value of the numeric field
Average - get the average of the numeric field
6. On Filter tab, add one or more fields to filter the report results by.
Click the Select field drop-down and select a field to be used to filter the report. (Note: Default is blank)
If the field selected is a Keyword or a Reference field, below display:
Operation - select Have / Not have
Filter field- select a keyword value from the list
Operator - Toggle Yes / No as appropriate to further limit filtering
If the field selected is a Numeric field, below displays:
Filter field - type value to be used to filter
7. On Chart tab, you may change the default tab that is shown on open and also setup the x-axis and y-axis as needed.
X-axis - defaults to the Group by fields selected on Fields tab
Y-axis - check boxes below display,
Count - enabled by default
Numeric field - numeric field you have added on the Fields tab with Chart checkbox enabled
8. If all changes are satisfactory, click Save. (Note: The Save button is green if all mandatory fields are filled-up
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