If you have previously created your own view for one of the reports and now find that you want to make another layout change (such as rearranging the columns, modifying their sort order, grouping by a column, or including different data), 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.
To see how to create a new custom report view, go to Adding a Customized Report View.
- Click
>> Report Views.
The Report Views screen will appear.
- Find the report with the custom view you want to edit, 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
in the row of the report view you want to edit.
The Edit Layout window will appear.
- You can change the label for the layout view by selecting the text in the Name field and typing a new one.
- Under Columns to Show on the left, you can select the check box of any column header name you previously deselected if you now want to include it in your results (or deselect more columns you no longer want to appear).
- In the Layout Settings area, you can change whether the report view is your default view — that is, the results view that automatically is displayed whenever you run this report — by clicking 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 Speed# column to the third spot in the row in the preceding example, drag it to the left of Max#.
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, Vehicle is 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 the report results are being grouped vertically by a column header — such as Primary Group in the preceding figure — and you no longer want that grouping, you have to deselect that column altogether in the Columns to Show list to remove its grouping. (You'll then have to re-select it and drag it back to the location in the row where you want it.)
- If you'd like the report results to be grouped by a second column header, as a subgroup of the first one, click and drag the header to the right of the one currently being grouped by.
When you release the mouse button, the two grouped-by columns will be displayed like this:
The second and third gray bars demonstrate how the grouping will appear in the report results — in this example, with the primary group name in a gray row, each speed value separated out in a row beneath that, and just the results for that pairing under it.
- When you're finished updating the report's layout, click Save Layout at the bottom right of the window.
- 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).
