Define report content – Tables: Columns, Rows and Attributes
Additional columns and Attributes can be added to a table.
Add a Column
To add an extra column to a table:
- Select the table.
The table's Adorners display.
- Right-click inside the field where the new column is to be added.
A dropdown menu listing different field actions displays.
- Hover over the Column option to reveal the related Insert Column sub-menu.
- Hover over and select the relevant option (Left or Right) to determine whether a column is added to the Left or Right of the selected field.
The new column is added.
Alternatively:
- Hover over the area (typically between existing columns), where the new column is to be added.
An insert column icon displays.
- Select the Insert Column icon.
A new column is added to the table, replacing the icon.
Add a Row
Rows can be added to a table in a similar way to that of columns.
Rename a Column
To rename a column:
- Click in the column's header field.
The field becomes editable.
- Delete the existing name and enter a new description (for example, the Event Date column is renamed to Appointment Date).
Delete a Column or Row
To delete a column:
- Right-click inside one of the column's fields.
A dropdown menu listing different field actions displays.
- Hover over the Column or Row option to reveal the related Insert sub-menu.
- Hover over and select the Delete option.
The selected column/row is deleted from the table.
Change an Attribute
If a different Attribute is required to display in a column heading, it is possible to exchange it.
- Select the Table icon inside the required column header field.
A dropdown listing the various entity Attributes will display.
- Select the required Attribute from the list.
The selected Attribute replaces the previous one in the column header.
Alternatively, Attributes can also be added to a table by dragging them from the Attributes Tree. For example, to display the Date/Time Record Created Attribute within the table:
- Select and drag the Date/Time Record Created Attribute to the Report Design Surface. Release the Attribute once at the specified column header field.
- Repeat these steps to add further details/columns to your table.
To insert other types of information into reports, (for example, Company details: name, company type, country; or individual details: nationality, date of birth, etc.) it is necessary to first identify the appropriate section/table where these details are stored.
For example, to display the company name in a table:
- Scroll through the Entity list and double-select the Companies entity.
Company information will then appear in the Attribute Tree.
- Locate the relevant attribute (for example, Company Name) and drag it onto the table, as explained above, to display the information in an existing column or a new one.
