Quick Reports: Columns

When you run Quick Reports, the results that are returned could contain either more data than you need or less data than you need. When this happens, use Columns in Quick Reports to add or remove data columns as needed. You can also move, resize, sort or group data columns. To have an overview of Quick Reports in Diligent Entities, refer to Quick Reports.

The Columns button is located in the top right of the Results page when you run a quick report. It displays the number of columns that are contained in the current report.

To access Columns, select Columns.

When you select Columns, the Column picker page displays with two panes:

Selected pane lists those data columns that are currently displayed. You can select up to 25 columns to display in a quick report.
Not Selected pane lists those data columns that are not displayed or selected, but are available in Quick Reports.

To search for a specific column, enter its name in the Search columns field located at the top of each pane.

Remove a Column

To remove a column of data from the results:

In the Selected list, select the title of the column to be removed. The data column is immediately moved from Selected to Not Selected on the Column picker page. You can remove multiple data columns.
When finished with all the removals, select Done. The Column picker page closes, and the removed data columns no longer display on the Results page.

Add a Column

To add a data column:

In the Not selected list, select the title of the column to be added. The data column is immediately moved from Not Selected to Selected on the Column picker page. You can add multiple data columns.
When finished with all the additions, select Done. The Column picker page closes, and the newly added data columns will now display on the Results page.

Move Columns

Columns can also be moved around in order to prioritise how data is displayed in the results.

To move a column into a different position:

Select and drag the relevant column header into the new position on the Results page. The column changes into a floating header that can be repositioned with dragging.

When you drop the column header, the column and the data it contains will display in the new position.

Resize Columns

Columns can be resized to ensure that all data is visible and fits comfortably on the screen.

To resize a column:

Hover over the border of the column that you want to adjust. The column resizing icon displays.
Select the border of the column to either extend or reduce its breadth.
Release the border once you have achieved the desired resizing.

Sort Data

Data can be sorted alphabetically and numerically in ascending or descending order, that is from A to Z or Z to A or from first to last or from last to first, by selecting the column header.

If a text-based column is not already alphabetically sorted, select the header to sort the data alphabetically in ascending order (A-Z).

If the column is already alphabetically sorted, select the header to sort the data alphabetically in descending order (Z-A).

A similar principle applies to numerical columns:

If the column is not sorted in ascending order, select the header to sort the data in ascending order (first-last).
If the numerical column is already sorted in ascending order, select the header to sort the data in descending order (last-first).

Group Data

Data can be further sorted by using the Grouping function. When you grab and add a column header in the area above the columns field, you can group and sort these data columns by using common elements.

To group data, for example, by country:

Select the Country column header.
Drag it into the grouping area above the columns. The results are sorted according to country in ascending alphabetical order.
Manage and sort data separately in each country set that are now generated as individual groups or sub-headers of the Country column.

Navigate through the results to view each country grouping.

Select the User grouping header and move it to the grouping area to also group each country set (arranged alphabetically) by User grouping (in ascending order).

Note

The order in which column headers are dragged into the grouping area determines the subsequent order and thus the prioritisation of grouping filters that might be applied: Header 2 grouping will segment Header 1 data; Header 3 grouping will segment Header 2 data, and Header 4 grouping will segment data grouped by Header 3 and so on.