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  5. Modifying Report Columns

Modifying Report Columns

This is where you decide exactly what you need in the columns for your report. To access report columns, click the Columns tab within the Reports page. There is a number listed on the tab; this indicates how many columns are being used for the report.

 Report Columns 1 Tab

You can modify the titles and select where the data will be pulled from based on the type of report it is. Column options are listed in a drop down menu for easy selection.

 Report Columns 2 Search

Once you have selected your column name and the type of column it is, click Add Column. This will place it at the bottom of the list of columns.

 Report Columns 3 Rename

 

Comparison Columns

You may have noticed a dropdown for selecting the "type" of column. The secondary option, "Comparison," allows you to compare the two columns by conducting a calculation using integer or date values.  If you select date columns, this will default to calculating the difference between the first and second columns. You can specify the unit for displaying the difference.

For integer columns, the following comparison operations are available:

  • Sum: The result of adding both columns.
  • Ratio: The ratio of the first and second columns.
  • Percentage: This tool divides the first column by the second column and displays the result as a percentage
  • Modulus: The remainder of dividing the first column by the second column.
  • Product: The result of multiplying the two columns.
  • Difference: The difference between the first and second column.

For example, here's how to find the difference between two date columns:

 

 Report Comparison Columns 1 Dropdown

After selecting "Comparison," you can choose the two other columns you'd like to compare. The second value will be subtracted from the first value. 

 Report Comparison Columns 2 Search

If a column with a date value is selected for either column, "Current Day" will become available in the other column. This can be used to compare any date to the present.

In this example, the comparison is between the Expiry Date of a material in a Location Content Breakdown report, to determine how long until the material expires.

 Report Comparison Columns 3 Current Day

Additionally, if date values are selected, you will be able to choose the unit of time for the calculation, from minutes to year. In this case, the comparison will calculate the number of days between the two values.

 Report Comparison Columns 4 Time Unit

Once columns are created, you can then arrange and rearrange as needed by clicking on the cross arrow to the right and dragging the appropriate column where you would like it to be in the sequence.

 Modifying report columns 4

If you have more columns than you need or added one in error, you can delete a column at any time by clicking on the trash can icon to the right.