Add and move columns in a report—ICRW

Columns in a report arrange the data to make it easy to interpret and analyze. You can select the columns you want to include in a report.

The information you are allowed to select and view in a report is based on your permissions and the reporting area (data source) used by the report.

Subscription Interactive Custom Report Writer

Platform Services

Regional availability

All regions
User type Interactive Custom Report Writer: Business, Project Manager
Permissions

Interactive Custom Report Writer: Run, List, View, Add, Edit, Delete

Platform Services: Run, List, View, Add, Edit, Delete

Adding a column to a report

  1. Do one of the following:

    • To create a new report: Go to Reports > All > Advanced and select Add (circle) next to Interactive Custom Reports.
    • To open an existing report: Go to Reports > All > Advanced > Interactive Custom Reports.
  2. For a new report, select a Reporting area from the dropdown list. The reporting area is the data source on which the report is based. For existing reports, the Reporting areas panel appears on the left.
  3. To see the items within the reporting area, select Used throughout ICRW to indicate you can expand the object to view its contents. (Expand), and review the type of data the column includes.
  4. From the reporting area, double-click the item to include, or drag it into Columns. If you do not see the column, use Search to find it quickly.
    ICRW Reporting areas pane with expanded folders and nested contents. Balance GL transaction is highlighted in the list to show how you can add it as a column.

Select a wide range of data for inclusion in your report. It is better to include more information than you need at this point in creating your report. You can refine the data later.

If you add a reporting area but do not add any of the associated columns, the reporting area is removed when you close the report.

Move a column

You can easily move a column in a report, so the columns are in the desired order.

  1. Open the report and go to the Refine tab.
  2. Expand the subfolders in the Reporting areaspane and double-click a column to add it to the report.
  3. Go to the Define tab, expand the subfolders, and double-click a column to add it to the report.

    Depending on the report, you might be able select the same column from both the Define tab or the Refine tab.
  4. To move the column, hover the cursor over a column title and drag the tab to a new location.

    For example, we moved the Custom type column to the far right.



    Move icon appears over selected column heading. An arrow indicates that the column has been dragged to the right to a new location in the table.
  5. Save your changes.