Caution: This feature is currently nonfunctional, but the issue is being worked on and should be working in the future.

If you would like to change the layout properties of a report's results, such as the order in which the columns appear, their sort order, the column(s) to group by, and the information to include, follow these steps:

Note: For details on the features of the Reports screen, go to Navigating the Reports Screen.


The steps here show how any user who has the privileges to run a report can create a custom layout for it; if your role has Edit privileges for the Preferences >> Report Views screen, you can alternatively create the new layout view there (without running the report first). See Adding a Customized Report View for the procedure to do so.

  1. Run the report, as shown in Running a Report, Running a Recent Report, Running a Favorite Report, or Running a Popular Report.
     
    The report results will appear.
      
  2. Click  at the top right.
     
    The Add New Layout window will appear.
     
     
  3. In the Name field, provide a label for your new layout, such as Elizabeth's Mileage Details.
     
  4. Under Columns to Show on the left, click the check box of any column header name you no longer want to appear in the results to deselect it. (By default, all the columns will be selected, as they are all initially displayed.)
     
  5. In the Layout Settings area, you can set the new layout as your default view — that is, the results view that automatically is displayed whenever you run this report — by selecting the Default View slider. ( means selected, and  deselected.)
     
  6. You can change the column order by clicking and dragging a column header name to where you'd like it to appear instead. For example, to move the Vehicle column to the first spot in the row in the preceding example, drag it to the left of Primary Group. 
      
    or by a header name indicates that the report is sorted by that column. ( indicates an ascending order, that is, lowest to highest, and descending.) If multiple columns have a sort icon, this means that the results are being sorted by all of them, from left to right. In the preceding example, now that Vehicle has been dragged to the far left (and has ), it will be the first column sorted on, then Primary Group, and then Date.
     
  7. To change a column from ascending to descending order, click (which will become ).
     
  8. To remove the sort order for a column, click .
     
  9. To add an ascending sort to a column that isn't being sorted by, click the column name ( will appear).
     
  10. If you'd like the report results to be grouped vertically by a column header — for example, by Primary Group — click and drag the header to the bar above the row labeled "Drag a Column Header and Drop It Here to Group by That Column."
      
    When you release the mouse button, the grouped-by column will be displayed like this:
      
    The second gray bar demonstrates how the grouping will appear in the report results — in this example, with the primary group name in a gray row, with just the results for that primary group under it.
    Note: You can add a second column to group by, as a subgroup of the first one, by clicking and dragging its header to the right of the one currently being grouped by ( in this example).
  11. When you're finished customizing the report's layout, click Add New Layout at the bottom right of the window.
     
    You'll be returned to the report's results, and your new layout view option will appear on the left under the report name, along with the Standard View (the default view for the report). Standard View will still be selected (even if you selected Default View for your new layout in the Add New Layout window).
    Note: If you set the new layout view as your default view, it will be automatically selected whenever you run the report after this. (It won't be when you are immediately returned to the results, only on subsequent runs.)
     
  12. To see the report results with your new view, click its check box to select it.
     
    The same results will appear, but now displayed with your chosen layout properties.
      
  13. If you are done with the report, click  at the top right.
     
    Now, whenever you run that report, your layout view option will appear in the Reports list to the left of the results (as shown in the preceding figure). You will always be able to select its check box to see the results with your customized layout, or if you selected it as your default view, its layout will be what is automatically displayed for your results.