How Do I Customize Report Builder Columns?
One of the biggest benefits of using the Report Builders is choosing the Column Set that best suits your needs. You can add or remove columns to create a customized Report! Need to pull a recurring report on a weekly of monthly basis? No problem - Save your Column Set to use again in the future!
To customize columns use steps below:
- Use the '+' or '-' symbols to add or remove columns. You can also choose to 'Add All' or 'Remove All'.
- Want a specific data set, such as Customer Details? Select a data set option from the Available Columns drop-down.
- You can reorder your columns using the three horizontal lines next to each column name.
- Want to Save this column set? Simply select Save Set and enter the name.
Note: Saved Column Sets are user specific, and are not shared across log in credentials.