The Columns tab in the header allows you to customize column names, width, and position in a report. You can also perform simple calculations on numeric column fields.
To customize columns:
1. Click the Columns tab header. The column customization parameters are displayed in the activity area on the page.
2. If you want to add a column to the report:
a. In the Available Fields box, select the field to add as a column.
b. Click the small right arrow to move the field to the Columns box.
Note: If you want to remove a column from a report, select it in the Columns box and click the small left arrow to move it to the Available Fields box.
3. To change the order of columns, select a field in the Columns box and use the small arrows on the right of the box to move the field up or down, or to the top or bottom of the list. The top field will appear on the left side of the report.
Notes: For Online or Formatted Excel Output Format you can add 30 Columns to the report. For PDF format, you can add 12 Columns to the report. All other formats have no limitation.
4. To customize a column:
a. From the Select Column dropdown list, select the required column. A row with the column details appears on the screen.
b. If you want to change the name of a column in the report, in the row for that column, in the Label field, delete the default name and type the new name.
Note: Lowest Summary Level is the default value for Column 1 (the first column in the report). You can change the value for Column 1, but when the Column 1 value is Lowest Summary Level, the column name cannot be changed.
5. If you want to perform a simple calculation on a numeric column:
a. From the Operator dropdown list, select a calculation function (addition, subtraction, multiplication, or division).
b. In the Operand field, type a numerical value.
Notes:
You can only perform calculations on numeric fields. The Operator and Operand fields are disabled for text fields.
An operand can be up to 12 characters/digits long. For example, to include a 10 percent markup on a discount field, select the multiplication (*) operator and enter 1.10 in the operand field.
6. If you want a column to be a specific width, in the Size (Pixels) column, type the width in pixels.
7. If you want to change the justification of the text within a column, from the Justify dropdown list, select Left or Right.
Note: You can continue customizing the report by clicking another tab header, or you can return to the default activity area by clicking the Value Selections tab header.
Modify Reports - Adding, Deleting, or Changing Report Summarization Parameters
Modify Reports - Selecting an Output Format
Working With the Bill Summary Page