Customize a Report

Report data can be sorted, filtered and grouped and columns can be added, removed and repositioned.

To add a column:

1.	From the View menu choose Column Customizing.

A list of additional columns will be displayed in the Customize window.

2.	To add a column, drag the column header from the Customize window and drop it in between the two column headers in the report view where you want the new column to appear.

Note: Green arrows indicate that the column can be dropped into place.

To remove a column:

1.	Drag the column header from the report view into the Customize window.

To group columns:

1.	Drag and drop the column header into the gray area above.

You can then expand each group category by clicking the expand button .

To ungroup a column, drag and drop the column header back into place within the existing ungrouped column headers.

Multiple columns can be grouped. The precedence of grouping is determined by the order of the column headers in the grouping area, i.e. the first column header will be grouped first, followed by the second column header and so forth.

To reposition a column:

1.Drag and drop the column header in between the two column headers where you want the column to appear.

Note: Green arrows indicate that the column can be dropped into place.

To sort columns:

1.	Click the column header to toggle the direction of data.

To filter column data:

1.	Click the filter button for the column you want to filter and choose either (Custom...) to define a custom filter or choose one of the existing data records.

Note: Filtered columns will be indicated with a blue filter button. To remove a filter select the (All) option.