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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. In the left navigation, click Report Launch Pad.
  2. Click Continue in the Select Report Scope window.
  3. In the left navigation, click a report category folder.
  4. Double-click the name of the report you wish to run. The report will open in a new tab in the Report Launch Pad.
  5. Click Cancel in the Prompts window.
  6. Click the Design button (Design button) to open the report in Design mode.
  7. In the side panel, click the Available Objects button (Available Objects button).
  8. Click the report object you want to add to the report and drag it to the position you want to place it in the report.
     Note: You will see a vertical box when you position your cursor between existing columns, which indicates a new column will be created.
    Add a report object to an existing report - Image
    Add a dimension or measure to an existing report
    Or
    Right-click an existing column in the report, click Insert > Columns on Left or Columns on Right, and then drag the report object to the newly created column.
  9. Click Save.

Remove a report object from an existing report

  1. In the left navigation, click Report Launch Pad.
  2. (Optional) Click Continue in the Select Report Scope window.
  3. In the left navigation, click a report category folder.
  4. Double-click the name of the report you wish to run. The report will open in a new tab in the Report Launch Pad.
  5. Click Cancel in the Prompts window.
  6. Click the Design button (Design button) to open the report in Design mode.
  7. In the side panel, click the Available Objects button (Available Objects button).
  8. Click a data cell in the column that contains the report object you want to remove. The column is now highlighted in dark gray.
  9. 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. Right-click in a Total/Totals data cell and then click Edit Formula... to view the formula.
      1. If the formula contains the deleted report object, remove the report object from the formula and click OK.
      2. If the formula does not contain the deleted report object, click Cancel.
    2. Repeat for remaining Total/Totals data cells.
  10. Click Save.

Watch a video

Modify an existing report

Run time: 10:10

In this video you’ll learn how to modify existing reports, which could be standard reports, or reports that you have previously created in Report Designer.

Sort and format a report

Run time: 7:34

This video demonstrates how to sort and format reports, including switching between portrait and landscape modes, aligning and wrapping text, and repeating a table header on each page.

 

Calculations and formulas

Run time: 6:31

This video demonstrates using functions to calculate sums, counts, or averages in a report; inserting breaks to calculate subtotals; and creating simple formulas.

 

Input controls

Run time: 5:32

In this video you will learn why and how to add input controls to a report in WorldShare Report Designer.

 

Variables

Run time: 8:30

After watching this video, you will be able to determine when to use a variable, differentiate three kinds of variables, and create and use variables in reports.

 

Charts

Run time: 5:58

After watching this video, you will be able to select a chart type, add a chart to a report and format it, and turn a table into a chart.