How to customise reports

ExcelReportLink solutions use Excel Pivot Tables and Excel Query Tables to display the data.

How to filter data for specific elements and columns

The dimensions included on the reports can be filtered to only show what is required. To do so, follow these steps.

1. Click on the dropdown in the reports;
2. Tick the elements to include;
3. Untick the elements to exclude;
4. View the report.

How to change the columns on reports

Additional dimensions and fields can be added to the reports. To do so, follow these steps.

1. Click on the report;
2. From the fields on the right, drag the necessary field and drop then in the Filters, Rows, Columns or Values section.

Notes

• If the Fields section does not display on the right, click on the Analyze tab in Excel's ribbon and choose Field List.
• You can position the fields in the list to control the order they show on reports.

Related topics

• Publishing Reports