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Report Setup Overview

Custom Columns

Custom Columns - Custom Column Tab

Access this feature by opening an existing report (Reports>{Any applicable report}> Custom Columns) or by saving a new one.

Use this tab to enter a name, heading, and description for a custom column.

Note: You cannot access this form until the report setup has been saved.

When account level security is activated for the organization by the Administrator (Security>Set Up Account Level Segments) and enabled for the user (Security>Set Up Account Level Security), it is active for custom columns.

The Currency, Rate Type, Rate, and Exchange Rate Override options are available on the Options tab. Custom columns follow the formatting of the currency selected. If a currency of None is selected, the column follows the organization's functional currency.

 

Name: Enter the name of the custom column. We recommend limiting your name to strictly alphabetic (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.

Column Heading: Select the default name or enter a new one. You can also change the column heading on the Report Setup>Content tab.

Description: Enter any comments about the column and its use in the report.

Column Type: If you select Date Override, the Date Override tab becomes available. Likewise, if you select Formula, the Formula Editor tab is available.

  • Date Override: Select this option to override report dates with your own fixed dates or relative dates. This feature is not available on all reports.
  • Formula: Select this option to base the custom column on a formula that you set up. You can select from a list of available columns that are based on report type, and use the arithmetic operators on the Formula Editor tab.

Modified By: The system displays the login name of the user that made the latest changes to the column, and the date it was last updated.

  • The functional currency was determined when the organization was created by the Administrator (File>New Organization>Functional Currency panel).
  • Custom columns are not available for every report.
  • Custom columns only apply to the Report Name for which they were created. However, if you copy a report with custom columns to a new report, the custom columns are available in the new report.
  • To use custom columns in a <default> report, you must first copy the report to a new name, and save it before you can create custom columns.
  • Your custom columns cannot be selected in the Items by Page group box on the Report Setup>Content tab or Filters on the Report Setup>Filter tab.
  • Dates and actual text cannot be entered in a calculated column.
  • You must be assigned Process Records rights, by the Administrator, in order to create custom columns (Security>Set Up Organization Menus).
  • If you add custom columns to an existing report that has the "Do Not Allow Changes to this Report" check box selected on the Security tab, you cannot save your changes. You must make a copy of the report before adding custom columns.