This article explains various column and sort options within Standard Reports via the Simple Report Builder:
Column Options
Column Options are available by hovering over the Column header. Click the 3 dots to view column options.
Column Options:
- Freeze - Freeze a column to remain visible on the left side of the report panel, even when scrolling horizontally.
- Copy Values - Copy data in the entire column. Data can be pasted into a variety of additional applications.
- Autosize All Columns - Automatically sizes all columns to fit the wider length of either the column header or the longest value within each column.
- Reset All Column Widths - Undo any column resizing and return to default sizing.
Edit Column Name
Click the Visualization tab above the Report canvas and then click Edit on the far right side. Next click Series and scroll to Customizations. Select the Column Name and enter the new Column Name in the Label field over the existing name.
Sort Options
Hover over a column header to reveal the sort icon. Click the sort icon to sort the column in an ascending order. Click the column header again to sort the data in a descending order.
Sort Legend
Sort Selection |
Symbol |
Unsorted |
|
Ascending |
|
Descending |
|
Example:
- 2023-01 Column is sorted descending
- 2023-02 Column is unsorted
Sort Multiple Columns
Hold down the Shift key, then select the columns in the order you want them sorted.
Move Columns
Click and drag any Column Header to the desired position within the report results.
Subtotal Sorting
When subtotals are present in a report, the far left column is automatically sorted. Sorting is present in each subtotal category independently.
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