Add a New Column to a Report

If you add a column to one of a list, you will have to manually add this column to reports to be able to include data from the column in reports.

To add a column to a report:

1. Navigate to the BrightWork Reporter Library and click Report Editor on the menu of the report you want to edit.

   

2. Click Add a new column

   

3. Enter the column internal name - generally, this should be the internal column name of the list column you are trying to report on.

   Note:

   See Identify the Internal SharePoint Column Name for information on how to identify the column internal name. Column names are case sensitive, for example, if the internal column name was 'soMEcolUMN', this is the arrangement you would have to use. See Project Metrics Columns for information on column internal names in the Project Metrics list. The column internal name must be unique, i.e. you cannot have two columns in the one report with the same column internal name. The report column internal name cannot contain spaces, leading numbers or unsupported characters. The only supported characters are letters, numbers and underscores (i.e. “_”). See Edit Column Mappings for information on how to remedy this and other column mapping scenarios.

4. Enter a caption for the column.

   Note:

   The caption must be unique, i.e. you cannot have two columns in the one report with the same caption.

5. Select the column type.
6. Specify or select the additional column settings.
   The options available depend on the column type selected.
   • Single line of text
     • Default value:
       Specify a default value for this column that will be displayed if no value is returned from the query - this is normally left blank.
     • Expression
       See Working with Expressions.

   • Multiple lines of text

     Specify the type of text to display:

     • Plain text
     • Rich text

   • Choice (menu to choose from)

     • Default value:
       Specify a default value for this column that will be displayed if no value is returned from the query - this is normally left blank.
     • Allow multi-values:
       Select Yes to make this a multi-value column

       Note:

       Multi-value columns are not available for grouping or sorting.

   • Number (1, 1.0, 100)

     • Default value:
       Specify a default value for this column that will be displayed if no value is returned from the query - this is normally left blank.
     • Format Settings
       Select the desired format settings:
     • • Format
         Select the number of decimal places and whether or not so show the number as a percentage
       • Use Custom Format

         Note:

         The following characters are supported for number columns - "."; ","; "#","%","0". The "#" character is used to describe integers. The "." and "," characters are used to describe the location and type of punctuation. The "0" character is used enforce digits before and after the "." character. An example of their use: The number 5351 would be displayed in reporter using the following display format - "#,###"- as "5,351". See Custom Number String Examples for more examples.

     • Expression
       See Working with Expressions.

   • Currency ($, ¥, €)

     • Default value:
       Specify a default value for this column that will be displayed if no value is returned from the query - this is normally left blank.
     • Format Settings
       Select the desired format settings:
     • • Format
         Select the number of decimal places and whether or not so show the number as a percentage
       • Use Custom Format

         Note:

         The following characters are supported for number columns - "."; ","; "#","%","0". The "#" character is used to describe integers. The "." and "," characters are used to describe the location and type of punctuation. The "0" character is used enforce digits before and after the "." character. An example of their use: The number 5351 would be displayed in reporter using the following display format - "#,###"- as "5,351".

     • Currency format:
       Select the desired currency format
     • Expression
       See Working with Expressions.

   • Date and Time

     • Date and Time Format:
     • • Date Only
       • Date and Time
       • Custom Format
         Specify a custom date time format - see Custom Date and Time Display Formats for more information
     • Expression
       See Working with Expressions.

   • Lookup (information already on this site)

     • Allow multi-values:
       Select Yes to make this a multi-value column

     • Note:

       Multi-value columns are not available for grouping or sorting.

   • Yes/No (check box)

     • Default value:
       Specify a default value for this column that will be displayed if no value is returned from the query - this is normally left blank.
     • Expression
       See Working with Expressions.

   • Person or Group

     • Include presence information

     • Allow multi-values:
       Select Yes to make this a multi-value column

     • Note:

       Multi-value columns are not available for grouping or sorting.

   • Hyperlink or Picture

     • Format URL as:
     • • Hyperlink
       • Picture

   • Metric Indicator Status

     Items in the Project Metrics list will have a status of either: On Target; Warning; or Danger. Add this column to display this information.

     Note:

     This BrightWork Reporter column will only report on the Metric Indicator Status column in the Project Metrics list.

   • Moderation Status

     If a list or library has Content Approval enabled, this column will enable you to map to the Approval Status column and show you the item status (e.g. Pending, Approved or Rejected).

     Note:

     BrightWork Reporter uses the same permission structure as SharePoint for items requiring moderation. If users do not have the required permissions, they will not be able to see items created by other users until the items are approved. If a list or library being reported on does not have Content Approval enabled, all items in that list will be returned with a value of Approved.

   • Workflow Status

     If a list has a workflow added to it, this column will enable you do display the status of the workflow (e.g. Completed, Cancelled, In Progress).

     Note:

     Once you add the column you must select the workflow you want to map to via Edit Column Mappings.

7. Select Add the Column to the List Query Templates.

   Note:

   If you do not select this you will have to map the new column on a list by list basis. Adding the column to all the list queries has no impact on performance.

8. Click Create.

   

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