Customize Columns on Reports

Customize Columns on Reports

When creating custom reports, you may want to add columns that combine or total two existing columns. To do so, you would need to create a Custom Column and utilize Expressions to allow the system to have the data reflect as you wish. Below is an outline of adding a Custom Column and an overview of how to utilize Expressions.

 

Custom columns can be created and added to any report. Once you are in a report click on the "..." menu and select Add/Remove Columns. Once on the Add/Remove Columns pop-up select Manage Custom Columns located at the bottom left of the pop-up window.



On the Manage Custom Column screen, you can enter the column name and field type, and create expressions using functions, constants, and columns. The Type will determine the type of data for the column. Options are Text, Numeric, Monday, Date, and Time. To Add more than one custom column, use the Add Another button at the bottom of this screen.

The right side of the screen contains the functions, constants, and columns in tabs. You can select the pieces that you will need to build the final expression. Functions are operations that produce the value shown in the report, using constant values (on the Constants tab) or data fields pulled from the system (on the Columns tab).

Clicking the Apply button will add the custom column to the report.



For example, to add a column that returns True or False to indicate if an employee is terminated or not, you would create this expression: Eq(EmplStatusName, “Terminated”). From the Functions tab, you would find and add the Eq function - Eq(text1,text2) to the expression box by tapping name of the Function.



Next, you will need to click on the Columns tab and filter for the Employee Status. In the expression, select the text you will want to replace with the Employee Status, then click on the Employee Status link.



To complete the expression, you’ll need to edit the text2 in the Expression box to read "Terminated".



Click Apply to bring the custom column into your report. You will return to the Add/Remove Column screen. You can filter for the custom column by the name to ensure it is listed on the report.


Click Apply to return to the report.


Attached is an article on Custom Column Functions and Excel Equivalents.

 

 

 


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