Create Custom Report - Select Report Fields

The Fields panel that displays on the left side of the Custom Report Builder page enables you to select the fields to include in the report. You can select fields from the list of fields that display in each field type section of the Fields panel. Or, you can use the Type or drag a field here box that displays above the report preview panel.

Fields Panel

Once you select a report in the report type drop-down, the associated fields display in the Fields panel.

The following options are available in the upper portion of the panel:

Show

The Show drop-down enables you to filter the field types that display in the Fields panel. By default, all fields display for each field type.

The selections made in the Field Type section enable you to display fields defined as standard custom report fields or custom fields. The filters in the Data Type section enable you to only display only fields that are defined as a text, numeric, date, or yes/no type fields. The filter options can be selected in either or both sections.

Click the Show drop-down to select one or more of the following field categories by which to filter each field type in the Fields panel:

  • Standard Fields - Checking this box displays all applicable standard fields for the report type. You can filter the standard fields that display by selecting the Text, Numeric, Date, or True/False box.
  • Custom Fields - Checking this box displays all applicable custom fields for the report type. You can filter the custom fields that display by selecting the Text, Numeric, Date, or True/False box.
  • Text - Checking this box filters the standard and custom fields that display in each field type section to display only text fields.
  • Numeric - Checking this box filters the standard and custom fields that display in each field type section to display only numeric fields.
  • Date - Checking this box filters the standard and custom fields that display in each field type section to display only date fields.
  • Yes/No - Checking this box filters the standard and custom fields that display in each field type section to display only Yes/No fields.

Clicking the Field type link selects/deselects all filters in the Field Type section. Clicking the Data type link selects/deselects all filters in the Data Type section.

As the filters are selected, the fields in each field type section update to display only the fields that meet the filter criteria.

To close the Show field drop-down, click anywhere outside the drop-down.

Show All Fields

The Show All Fields option at the top of the Show field drop-down provides a one-click way to clear all of the filter selections in the drop-down and display all fields in the panel.

Search

The search feature allows you to filter the Fields panel so that only field sections that contain fields that match the search criteria display. To filter the panel, enter a search term in the search box, and then click the Search icon. The Fields panel refreshes to display only the field type sections that contain fields that match the search criteria. The number of matching fields displays in parentheses to the right of the field section name.

Field Type Sections

Each field type section displays the fields associated with the field type. Each field is identified within the section as text , numeric , date , or True/False .

Add Fields to Report

The following are the various ways to add fields to the report:

  • Click the field name in the field type section.
  • Drag and drop the field into the Type or drag a field here box.
  • Enter a field name in the Type or drag a field here box.

In addition, there are two areas to which fields can be added:

  • Report preview section
  • Field Filters tab - Note: Fields can only be added to this tab by dragging and dropping the field name from the Fields panel or by selecting the field from the field selection drop-down on the Field Filters tab.

When you click a field name, the field is automatically added to the report preview section as a separate column. Any report data associated with the field displays in the preview section.

Add Fields - Click Field Name

Click the name of a field in the field type section. This automatically adds the field to the first available column in the report preview section. Note: Double-clicking the field name is not necessary. Clicking once will add the field to the report.

Add Fields - Drag and Drop

When dragging and dropping a field, you can add the field to either the report preview section or the Field Filters tab.

Report Preview Section

To drag and drop a field to the report preview section, click the field name and drag it to the Type or drag a field here box. The field displays in the preview panel and creates a new Type or drag a field here box in the panel.

Field Filters Tab

To drag and drop a field to the Field Filters tab, click the field name and drag it to the blank field box in the tab. An operator drop-down and value field automatically populate to the right of the field name.

Add Fields - Manually Enter Field Name - Report Preview Panel

Enter a full or partial field name in the Type or drag a field here box. When text is entered, the drop-down in the Type or drag a field here box filters to display the matching field names. Select the desired field from the drop-down to add the field to the report.

Add Fields - Manually Enter Field Name - Field Filters Tab

Enter a full or partial field name in the blank box in the Field Filters tab. When text is entered, the box filters to display the matching field names. Select the desired field from the drop-down to add the field to the report.

Field Options

Options are available in a drop-down for each field that displays in the report preview section. The following options are available, depending on the field type:

  • Filter - This option is available for all field types. Click this option to add the field to the Field Filters panel.
  • Sum - This option is available for numeric fields only. This is current functionality that displays the sum of all values for the field.
  • Average - This option is available for numeric fields only. This is current functionality that displays the average of all values for the field.
  • Minimum - This option is available for numeric fields only. This is current functionality that displays the minimum value for the field.
  • Maximum - This option is available for numeric fields only. This is current functionality that displays the maximum value for the field.
  • Sort - Click this option to add the field to the Sort tab. Fields display in the tab in the order in which they are added. See Create Custom Report - Sort Tab.
  • Summarize - Click this option to add the field to the Summary tab. Fields display in the tab in the order in which they are added. See Create Custom Report - Summary Tab.
  • Remove - This option is available for all field types. Click Remove in the drop-down to remove the field from the report. Note: This does not remove the field from the Field Filters, Sort, or Summary tab.

Note: For numeric fields that are already aggregated, the associated aggregate option is disabled. For example, if viewing the Sum Training Hours field, the Sum option is disabled in the drop-down.

Calculated Fields

Add Calculated Field

The option to add a calculated field displays in the Calculated Fields field type section. Clicking the plus icon opens the Calculated Field Wizard. Once the field is created, the field is added to the list of fields in the Calculated Fields field type section and adds the field to the report preview.

Note: Calculated fields can only be used in summarized reports.

Edit/Copy/Remove Calculated Field

The options to edit, copy, or delete a calculated field still appear in a drop-down but are now available by hovering over the right arrow icon at the end of the field row. This enables the following options to appear:

  • Edit - Click Edit to open the Edit/Copy Calculated Field Wizard. When editing a calculated field, the report preview does not automatically update to show the changes to the report results. You must click Refresh to update the report preview.
  • Copy - Click Copy to open the Edit/Copy Calculated Field Wizard. When copying a calculated field, the field is added to the list of fields in the Calculated Fields field type section and adds the field to the report preview. You must click Refresh to update the report preview.
  • Remove - Click Remove to delete the calculated field from the field type section.

See Create Calculated Field.

OU Parent Value

You can report on the parent value for all organizational units (OU) in custom reports. The parent OU of all OU types will be available in the User section of custom reports. This also includes the Multi-Module Custom Report.

The field will display the parent OU values for the user. Standard and custom OU types will be supported.

Additional Custom Reporting Resources

See the following additional custom reporting resources:

Report Report Report Report Report Report Report Report Report Report Report Report Report Report Report