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Add fields

In Report Builder you can add fields individually or in bulk from the fields pane. We recommend that you add fields from tables that have directly related parent-child relationships and avoid adding fields from unrelated tables as this will help prevent the report generating too many results. For example, you can create report with fields from the Contract, Expense Setup, and Expense Schedule tables, as these are Parent, Child, and Grandchild tables, respectively.

On the Field Detail and Criteria window you can add fields such as:

You can also edit fields in your report and remove fields.

To add fields individually:

  1. Do one of the following to locate the field you want to add:

    • Search for the field:

      1. Type the name of the field you want to add in the Search field in the Available Fields section of the Fields pane on the left side of the Report Builder.

      2. Press the Enter key on your keyboard.

        Fields matching your search criteria appear.

    • Navigate to the field by expanding the folders in Available Fields section of the Fields pane.

    You can find foreign key fields using either of these methods. A foreign key field is a field in one table that uniquely identifies a row of another table. For example, if you build a report on contracts, you can add foreign key fields for related locations and facilities.

  2. Do one of the following to add the field:

    • Click the green Plus icon A green plus icon in the middle of a square. to the right of the field name.

    • Drag the field from the Fields pane to the Preview pane.

    • Double-click the field.

    The field is added to the Current Report section of the Fields pane on the left side of the Report Builder and is added as a column in your report.

Add Fields in Bulk from the Fields Pane

  1. Click the first field you want to add in the Available Fields section of the Fields pane.

  2. Do one of the following:

    • Select individual fields:

      1. Press and hold CTRL on your keyboard to select multiple values.

      2. Select the other fields you want to add.

    • Select all fields between two fields in a list:

      1. Press and hold the SHIFT key on your keyboard.

      2. Select another field in the list.

  3. Click Add Selected in the Available Fields header.

    The fields are added to the Preview pane and the Current Report section of the Fields pane.

ClosedAdd Label Field to your Report

You can add a custom label as a column to your report from Report Builder. This functionality is typically used by users to break data into distinct categories. You can also use this functionality to add a Current Date column to your report.

To add a label to your report layout:

  1. Click Add Label Field in the Available Fields section of the Fields pane.

    The Add label field window opens.

  2. Do one of the following:

    • To add a text label:

      1. Select the Add my own text option.

      2. Type the text for your label in the provided field.

    • To add a current date label, select the Add Current Date option.

  3. Click Add.

    The Add label field window closes.

  4. To save your changes, click Save in the header of the Report Builder, to the right of the report name.

ClosedAdd Mathematical Fields

To add mathematical fields to your report:

  1. Click Edit field-level filters and details in the header of the Report Builder.

    A window opens.

  2. Click Add a Mathematical Operations Field link.

    The Create Math Field window opens.

  3. Enter the name of the field in the Field name on report field.

  4. Select from the following options to specify what type of values will appear in the field:

    • Number

    • Currency

    • Percentage

  5. Build your mathematical operation.

    You can build your mathematical field using three components: other fields, numeric constants, and operators.

  6. To add operators to your equation, click the operation buttons.

    Operators available in the Create Math Field window include addition, subtraction, division, multiplication, and parentheses.

  7. To move a field from the Available fields to the Current operation field:

    1. Select the field you want to use in the Available fields field.

    2. Click > > in the center of the window.

      The field is moved from the Available fields to the Current operation field.

  8. To add a numeric constant to your operation:

    1. Enter the number value you want to add to your current operation in the Numeric Constant field.

      A numeric constant is a number that does not change.

    2. Click > > to the right of the Numeric Constant field.

      The number is moved from the Numeric Constant to the Current operation field.

  9. To add a new field to your Available fields field:

    1. Select the table from the first field under the Add Entity Field label.

    2. Select the sub-table from the second field under the Add Entity Field label.

    3. Select the field from the third field under the Add Entity Field label.

    4. Click > > below the Add Entity Field label.

      The field is added to the Current operation field.

  10. Click Submit.

    The window closes.

  11. Click Finish.

    The window closes.

  12. To save your changes, click Save in the header of the Report Builder, to the right of the report name.

ClosedAdd Date Expression Fields

To build a date expression field:

  1. Click Edit field-level filters and details in the header of the Report Builder.

    A window opens.

  2. Click Add a date expression link.

    The Create Date Expression window opens.

  3. Enter a name for the field in the Field name on report field.

  4. Choose between three options:

    • To create a date expression for a difference between two dates:

      1. Select the Difference in days option.

      2. Select the date you want to subtract from, from the first field.

      3. Select the date you want to subtract from the first date from the second field.

    • To create a date expression for a date plus a fixed number of days:

      1. Select the Add Days option.

      2. Select the date you want to add days to from the field.

      3. Enter the number of days you want to add in the field to the right of the field.

    • To create a date expression for a date minus a fixed number of days:

      1. Select the Subtract Days option.

      2. Select the date you want to subtract days from the field.

      3. Enter the number of days you want to subtract in the field to the right of the field.

  5. Click Submit.

    The Details pane of the Create Date Expression window opens.

  6. Select the filter criteria you want from the Criteria / Conditions field.

    • Is any value: Include any value in the results.

    • Is in: Only include values in the range you specify in the results.

    • Is not in: Only include values not in the range you specify in the results.

    • Is not specified: Only include results where the record does not have a value in the field.

    • Is specified: Only include results where the record has a value in the field.

    • not selected: Only include results where the value is No.

    • selected: Only include results where the value is Yes.

    • search / runtime filter: Prompt the user to specify a filter for this field when they run the report.

  7. Select the appropriate field conditions from the Criteria / Conditions field.

    You can enter multiple conditions to a field - for example, the value is greater than 1,000 but less than 5,000.

    The following conditions can be applied to a field:

    • = Equals

    • < > Less than or greater than

    • > Greater than

    • > = Greater than or equal to

    • < Less than

    • < = Less than or equal to

  8. Select or clear the following check boxes:

    • Show Total Value for Groups / Report Bottom: Add a row for the total of the group below each group, and a grand total at the bottom of the report.

    • Show Avg value for Groups / Report Bottom: Add a row for the average of the group below each group, and an overall average at the bottom of the report.

    • Accept HTML: Allow HTML formatting for this field.

    • Hide Decimals: Hide decimal values for this field.

  9. Do one of the following:

    • Select the Yes option for the Field view wrap setting if you would like to wrap the text in the field.

    • Select the No option for the Field view wrap setting if you do not want to wrap the text in the field.

  10. Click Submit.

    The window closes.

  11. Click Finish.

    The window closes.

  12. To save your changes, click Save in the header of the Report Builder, to the right of the report name.

ClosedAdd Time Expression Fields

To build a time expression field:

  1. Click Edit field-level filters and details in the header of the Report Builder.

    A window opens.

  2. Click Add a time expression link.

    The Create Time Expression window opens.

  3. Enter a name for the field in the Field name on report field.

  4. Choose between three options:

    • To create a time expression for a difference between two times:

      1. Select the Difference in hours option.

      2. Select the date you want to subtract from, from the first field.

      3. Select the date you want to subtract from the first date from the second field.

    • To create a time expression for a date plus a fixed number of days:

      1. Select the Add Days option.

      2. Select the date you want to add days to from the field.

      3. Enter the number of days you want to add in the field to the right of the field.

    • To create a time expression for a date minus a fixed number of days:

      1. Select the Subtract Days option.

      2. Select the date you want to subtract days from the field.

      3. Enter the number of days you want to subtract in the field to the right of the field.

  5. Click Submit.

    The Details pane of the Create Time Expression window opens.

  6. Select the filter criteria you want from the Criteria / Conditions field.

    • Is any value: Include any value in the results.

    • Is in: Only include values in the range you specify in the results.

    • Is not in: Only include values not in the range you specify in the results.

    • Is not specified: Only include results where the record does not have a value in the field.

    • Is specified: Only include results where the record has a value in the field.

    • not selected: Only include results where the value is No.

    • selected: Only include results where the value is Yes.

    • search / runtime filter: Prompt the user to specify a filter for this field when they run the report.

  7. Select the appropriate field conditions from the Criteria / Conditions field.

    You can enter multiple conditions to a field - for example, the value is greater than 1,000 but less than 5,000.

    The following conditions can be applied to a field:

    • = Equals

    • < > Less than or greater than

    • > Greater than

    • > = Greater than or equal to

    • < Less than

    • < = Less than or equal to

  8. Select or clear the following check boxes:

    • Show Total Value for Groups / Report Bottom: Add a row for the total of the group below each group, and a grand total at the bottom of the report.

    • Show Avg value for Groups / Report Bottom: Add a row for the average of the group below each group, and an overall average at the bottom of the report.

    • Accept HTML: Allow HTML formatting for this field.

    • Hide Decimals: Hide decimal values for this field.

  9. Do one of the following:

    • Select the Yes option for the Field view wrap setting if you would like to wrap the text in the field.

    • Select the No option for the Field view wrap setting if you do not want to wrap the text in the field.

  10. If you would like to have decimals displayed for this field, select the number of decimals you want displayed from the Number of Decimals field.

  11. Click Submit.

    The window closes.

  12. Click Finish.

    The window closes.

  13. To save your changes, click Save in the header of the Report Builder, to the right of the report name.

ClosedAdd JavaScript Fields

To create a JavaScript expression field:

  1. Click Edit field-level filters and details in the header of the Report Builder.

    A window opens.

  2. Click Add a JavaScript expression field link below the Field Name on Report column.

    The Create Script Field window opens.

  3. Select the table this field will be associated with from the Table Association field.

  4. Enter a name for the script in the Script Name field.

  5. Select the type of return data this field will provide from the Return Data Type field.

    The options in this field are:

    • Boolean

    • Date

    • Money

    • Number

    • Text

  6. Select the Show Evaluated Script check box if you want JavaScript with substituted parameters to be returned, rather than the evaluated value.

  7. Enter the JavaScript code in the JavaScript Code field.

    For tips on using JavaScript in Lucernex, see the JavaScript in Lucernex section of the Online Help.

  8. Click Add Field.

    The Details pane of the Create Script Field window opens.

  9. Enter the name of the field in the Field Name on Report field.

  10. Select the filter criteria you want from the Criteria / Conditions field.

    • Is any value: Include any value in the results.

    • Is in: Only include values in the range you specify in the results.

    • Is not in: Only include values not in the range you specify in the results.

    • Is not specified: Only include results where the record does not have a value in the field.

    • Is specified: Only include results where the record has a value in the field.

    • not selected: Only include results where the value is No.

    • selected: Only include results where the value is Yes.

    • search / runtime filter: Prompt the user to specify a filter for this field when they run the report.

  11. Select the appropriate field conditions from the Criteria / Conditions field.

    You can enter multiple conditions to a field - for example, the value is greater than 1,000 but less than 5,000.

    The following conditions can be applied to a field:

    • = Equals

    • < > Less than or greater than

    • > Greater than

    • > = Greater than or equal to

    • < Less than

    • < = Less than or equal to

  12. Select or clear the following check boxes:

    • Show Total Value for Groups / Report Bottom: Add a row for the total of the group below each group, and a grand total at the bottom of the report.

    • Show Avg value for Groups / Report Bottom: Add a row for the average of the group below each group, and an overall average at the bottom of the report.

    • Accept HTML: Allow HTML formatting for this field.

    • Hide Decimals: Hide decimal values for this field.

  13. Do one of the following:

    • Select the Yes option for the Field view wrap setting if you would like to wrap the text in the field.

    • Select the No option for the Field view wrap setting if you do not want to wrap the text in the field.

  14. If you would like to have decimals displayed for this field, select the number of decimals you want displayed from the Number of Decimals field.

  15. Click Submit.

    The window closes.

  16. Click Finish.

    The window closes.

  17. To save your changes, click Save in the header of the Report Builder, to the right of the report name.

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