Register Reporting – How to customise a Report

  • Once you have created a report, you can customise the columns (fields) displayed by clicking the ‘Column Visibility’ button.

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  • By default, the first 10 fields from the main register will be shown.
  • Clicking on a field name will either add (highlighted in blue) or remove the field from the report.

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  • If you have added any related registers to the report, you can find them by scrolling to the right of the 'Show/Hide Columns' pop-up model.
  • Additional fields that belong to a related register will be labelled with the initials of the register name in brackets. This allows you to identify the fields that belong to a particular register. See the example below of fields from the Business System register starting with '(BS)'.
  • Click anywhere outside the pop-up modal to return to the report.

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  • Once you have added the desired fields, you can reorder them by clicking and dragging the column name to the preferred position.

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