Create a Personal Report

Reporter Tools enable you to quickly and easily personalize the Columns; Grouping; Sorting; Filters; and Totals of the displayed report to created a semi-permanent personal report that is only visible to you.

The options available depend on the report type.

To create a personal report:

1. Click in the header of the report to make the Reporter Tools ribbon appear.

   The report personalization options are called out in the image below. The options available depend on the displayed report type.

   

2. Click on an icon to access the options for that section, select the settings you want and click OK.

   • Columns

     Select the columns to be included in the report and the order in which you want them to appear.

     Note:

     The columns available for selection are specified in the report definition file. Columns listed here may not exist in all lists and libraries returned by the report.

   • Grouping

     Select:

     • The column(s) you want the items returned to be grouped by (you can use up to a maximum of 4 groups)

     • Note:

       The below column-types cannot be used for grouping: Multi-value URL Note Icon

     • The direction of the grouping (ascending or descending)

     • Whether you want the group(s) to be collapsed or expanded

       Note:

       Selecting Collapsed in any group means that all subsequent groups below that group will also be collapsed.

   • Sorting

     Select the column(s) you want to use to sort the items returned (i.e. the order in which the items are displayed in the report) and the direction you want them to be sorted.

     Note:

     The below column-types cannot be used for sorting: Multi-value URL Note Icon

   • Filters

     Note:

     When you first open the personal filter dialog, you may notice that there are already filters there. This will happen if the report has shared filters defined, as the personal filter dialog will inherit these. Click Reset on the personal filters dialog to remove any filters you added and restore the dialog to the default setting (including restoring the shared filter settings).

   • Totals

     Select Display Captions to turn the totals captions on.

     Totals Captions On

     

     Totals Captions Off

     

     Select the appropriate total option for the column in question.

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