To filter the panel, enter a search term in the search box, and then click the Search icon. The search feature allows you to filter the Fields panel so that only field sections that contain fields that match the search criteria display. The Show All Fields option at the top of the Show field drop-down provides a one-click way to clear all of the filter selections in the drop-down and display all fields in the panel. To close the Show field drop-down, click anywhere outside the drop-down.
CUSTOM REPORT BUILDER UPDATE
Clicking the Data type link selects/deselects all filters in the Data Type section.Īs the filters are selected, the fields in each field type section update to display only the fields that meet the filter criteria.
The filter options can be selected in either or both sections.Ĭlick the Show drop-down to select one or more of the following field categories by which to filter each field type in the Fields panel: The filters in the Data Type section enable you to only display only fields that are defined as a text, numeric, date, or yes/no type fields. The selections made in the Field Type section enable you to display fields defined as standard custom report fields or custom fields. By default, all fields display for each field type. The Show drop-down enables you to filter the field types that display in the Fields panel. The following options are available in the upper portion of the panel: Show Once you select a report in the report type drop-down, the associated fields display in the Fields panel. Or, you can use the Type or drag a field here box that displays above the report preview panel. You can select fields from the list of fields that display in each field type section of the Fields panel. The Fields panel that displays on the left side of the Custom Report Builder page enables you to select the fields to include in the report. See Deprecation of Custom Reports in August 2022. Report Builder empowers you to build and configure custom reports to meet your company's specific reporting challenges.Create Custom Report - Select Report FieldsĬustom Reports Deprecation: Cornerstone will be deprecating the legacy reporting solution "Custom Reports" in August 2022. If your company is looking for a solution to create smart, accurate and customized reports, look no further. It can also easily integrate with many of the Coldwater Technology applications. This application can be fully integrated with any database or host application. Report Builder comes with options to manage the visibility of reports and the ability to export reports in PDF, Excel or Word format. All reports have user-defined layouts & filters, putting you in control of data reported and its format. Fields available for reporting are configured based on your individual company needs. It does this by selecting available database fields to be utilized as columns for tabular reports. This powerful application is designed to give your company complete visibility of underlying data of host applications. Report Builder is a custom reporting tool that can be configured and customized for individual company needs.