If you would like to create your own view for one of the reports, with different layout properties for the report's results than the defaults (such as changing the order in which the columns appear, their sort order, the column 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. To find out about the features of the Report Views screen, see Navigating the Report Views Screen.
- Click
>> Report Views.
Note: If this option isn't on your Preferences menu, your user role might not have rights to see the Report Views screen. In that case (or if later in this process you find you have Can View rights but not Can Edit rights to Report Views), do not worry! You can still create a customized layout view for any report you have the rights to run; instead, follow the steps at Customizing a Report's Layout.
The Report Views screen will appear.
- Find the report for which you want to create a new view, either by selecting one of the categories on the left and scrolling to it or by using the search feature on the right. (See Searching and Sorting the Reports, but perform the steps on the Report Views screen instead of Reports.)
- On the right side of the screen, click
to the left of the report name to expand its options.
- Click Add New Layout.
The Add New Layout window will appear.
- In the Name field, provide a label for your new layout, such as Elizabeth's Speeding Summary.
- 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.)
- In the Layout Settings area, you can set the new report view 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.)
- 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 and then Primary Group.
- To change a column from ascending to descending order, click (which will become ).
- To remove the sort order for a column, click .
- To add an ascending sort to a column that isn't being sorted by, click the column name ( will appear).
- 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). - When you're finished customizing the report's layout, click Add New Layout at the bottom right of the window.
Your customized view will appear under the report's name and its Standard view.
- If you selected Default View, every time you run the report, its results will appear with your customized layout view.
If not, you'll still be able to see the results with your view by clicking its check box to select it (in the list to the left of the report results).
