Edit a Column in a Report

To edit a column in a report using the Report Editor:

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

   

2. Click the link to the column you want to edit in the Column section on the Report Editor page.
3. Change the caption.

   Note:

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

4. Update the additional column settings and /or add or update the column expression.
   The options available depend on the type of information in the column:
   • 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".

     • 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

5. Click OK.

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