Report Fields (Columns) to Display

The fields displayed on a report are defined using the Available and Display fields at the top of the Report Setup window. When the report is shown in the Report Preview window, the report includes all fields listed in the Display field, in the order shown. For horizontal reports, the fields represent columns that are displayed horizontally across the report. For vertical reports, the fields for each record are displayed as rows instead of columns.

Modify the fields displayed on a report:

  1. Determine the fields you want to display.

  2. Locate the desired field from the Available field on the left.

    The fields are shown with the table name in brackets, followed by the field name. The available fields depends on the type of report; they will be logical for the given report. For example, for work order reports, fields from the [Asset] and [Work Order] tables will be available. For asset reports, fields from the [Asset] and [Asset Hierarchy] tables will be available.

    The fastest way to find a field is to use the Search field above the list. Enter part of the field name and click the green arrow. All records matching your search criteria are returned.

    You are not required to enter the full field name. As long as the string of characters entered is contained anywhere in the field name, the field is returned from the search.

  3. Once you locate the field, click the field name.

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

    The selected field name is highlighted.

  4. Click the Move Arrow button A white button with a black arrow pointing right. or double-click the field name.

    The field is moved to the bottom of the Display field on the right.

  5. Change the order in which the field is displayed:

    1. Select the field.

    2. Use the up/down arrow buttons to move the field to the appropriate position.

  6. Remove a field from the Display field:

    1. Select the field.

    2. Click the Remove Arrow button A white button with a black arrow pointing left. or double-click the field name in the Display field.

  7. Click the Apply button.

    Your changes are saved.

    If you accessed the Report Setup window from the Report Preview window, the revised report displays in the window. If you accessed the Report Setup window from the Report List, you are returned to the Report List.