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Modify reports

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Learn how to add and remove report objects from an existing report.

You can modify existing standard reports and reports you have created in Report Designer. Modifications include, but are not limited to, adding and removing report objects, sorting reports, and formatting reports.

In order to modify reports, you must:

Add a report object to an existing report

  1. Click Reading (Screenshot of WorldShare Reports Reading button) in the upper-right corner of the open report to switch the report display to Design mode.
  2. Click the Edit button (Screenshot of WorldShare Reports Query edit button) in the Query tab to open the Query Panel dialog.
  3. Double-click the report object you want to add to the report to add it to the Result Objects panel.
  4. Click Apply and Close to close the Query Panel.
  5. Add the newly added report object to the report using one of the following methods.
    • Locate the newly added report object in the Document dictionary pane of the Main panel and drag it to the position you want to place it in the report.
    • Right-click an existing column in the report, click Insert > Columns on Left or Column on Right, and then drag the report object to the newly created column.
  6. Click the Refresh all refreshable data providers button (Screenshot of WorldShare Reports Refresh all refreshable data providers button) in the Query table to populate the newly added column.
  7. Click Save to save the updated report format.

Remove a report object from an existing report

  1. Click Reading (Screenshot of WorldShare Reports Reading button) in the upper-right corner of the open report to switch the report display to Design mode.
  2. (Optional) Click Continue in the Select Report Scope window.
  3. Right-click a row in the column containing the report object you want to remove and select Delete. The column is removed from the report.
  4. Right-click and then click Delete. The column no longer appears in the report.
     Note: If the report you are modifying contains any Totals, verify that the report object you have removed is not included. To verify:
    1. Click in a Total data cell.
    2. Click the Formula bar button (Screenshot of WorldShare Reports Formula bar button) in the Analyze tab to show the formula bar.
    3. If the formula contains the deleted report object, remove the report object from the formula and click OK.
    4. Right-click in a Total/Totals data cell and then click Content > Edit Content to view the formula.
      • If the formula contains the deleted report object: Remove the report object from the formula in the Edit Formula screen and click OK. 
    5. Repeat step 4 for the remaining Total data cells.
  5. Click Save to save the updated report format.