2. Columns
Before you can actually run your report you need to visit the Columns Sub Tab and pick which columns (or fields) you want to see in your report. This box looks very similar to the “Tabs” box from the General Sub Tab. It functions in much the same way.
- To add a column click the “Add” button below the box. You’ll be given a list popup box that will allow you to pick what column(s) you want displayed. There are several fields in the popup box, the first being the most important.
- Column Type: This option allows you to decide if you want this column to just list one field, using the “Field” option, multiple fields using the “Multi Field” option, or doing an equation on two or more fields using the “Equation” option.
- Column Name: This normally defaults to the name of the column you select (or the name of the first column you select if you choose “Multi Field” or “Equation” in the “Column Type” field).
Below these two fields you’ll have two boxes. The one on the right will list all the fields (Tab name preceding them) from all the tabs you selected on the “General” Sub Tab. The one on the left will display the field. If you selected “Multi Field” or “Equation” it will display all the fields you pick from the box on the right.
Note: When you add a field as a column (as seen below in the screenshot), the Column Name will by default be formatted as such: Module Name: Field Name. You may just want to see the field name as the column in your report, so you would change the text in the Column Name field to the field name only or whatever text you want displayed for that column header.
If you select “Field” in the “Column Type” field then you will simply select a field from the box on the right that you want to use, change it’s name in the “Column Name” field if you wish, and then click the “Update” button.
However, if you choose “Multi Field” or “Equation” things are going to be a little different.
- Multi Field: Multi Fields allow you to display several fields in one column. If you select this option you’re going to first click on all the fields you want to display in the column from the box on the right. Then you’re going to format all the fields however you want in the box on the left. Lastly you’ll change the “Column Name” field to help you remember what data is in this column.
- Equation: The Equation Column Type allows you to do mathematical equations on multiple fields. The result of the equation will be displayed as the column. This option allows you do do basic math using +, -, *, /, as the basic add, subtract, multiply, and divide (respectively) functions. This Column Type is use by Ivinex to provide you with custom functionality as well, and should rarely be used to end users.