Advanced Editing in Reporting
Written by Amelia Boyer
Updated at January 15th, 2025
Table of Contents
Advanced Editing in Reporting
You are now able to manipulate the report and export it to match your needs. The edits you make to this screen will not save to the report once you navigate away; the report configuration page is the final result of recurring reporting.
Video Tutorial:
Step-By-Step Tutorial:
-
To quickly sort, hover next to the column name and select the sort arrow
-
To edit column parameters, select the three dots to the right of the column
-
To pin columns: select pin the column to the left or right. This action will cause the pinned column always to be visible as you navigate through the other columns
-
To add additional filtering: select Filters and input a value
- For example: If you want to see only one problem type, you can add the filter to show only those with that problem type
- For example: If you want to see only one problem type, you can add the filter to show only those with that problem type
-
To add Grouping: select "Group By COLUMN NAME". This will group your data into a collapsible field
-
To stop grouping: Select the three dots to the right of the group and click “Stop Grouping By Column Name”
-
To hide a Column: Select Hide Column
-
To unhide or manage columns: Select Manage Columns and toggle on (orange) or toggle off (grey) columns
-
To apply an aggregation: Select aggregation and select what you'd like to quantify, the report view will now show the aggregation
