Report Field Options (Edit Field Properties)

There are numerous options you can use to apply special formatting to fields displayed on reports. The properties that can be modified for a given field are displayed in the Report Field Options window, accessible using the Edit button below the field list in the Setup window.

Access the Report Field Options window so you can modify field properties:

1. Select the field you want to modify from the Display field.

2. Click the Edit button.

   The Report Field Options window for the selected field opens.

   If this option is accessed from a locked report, all fields in this window are read-only.

   The Report Field Options window allows you to make the following customizations:

   • Change Field Label: The label describing the field on the report can be changed as needed.

   • Column Formatting: Special formatting, such as color highlights or outlines, can be applied to a column or row.

   • Blank Column: You can configure a column to have fill-in-the-blank formatting to allow end users to enter data onto a printed report.

   • Total Options: You can configure numeric fields to total at designated groupings and the end of the report. By default, all numeric fields will default to total at any specified report grouping.

   • Advanced Field Settings: The Field Options window also supports advanced report setup features, including smart actions, smart search, summary calculations (aggregate functions), pivot tables, and calculated fields. For more information on advanced reporting features, see: Advanced Reporting Tips.