Learn how to choose columns in a report.
USM Content
To select columns to include in a report
When you build a report, you first select the source sheets. Next, you select the columns.
- At the top of the report, select Columns to Display. The Sheet Name and Primary columns are included by default.
- Select a checkbox to add a column to the report.
- Select the X button next to the column name at the top of the box to remove it from the report.
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Things to know about working with columns in reports
- The Primary column is named Primary in your report, even if the column is renamed in the source sheets. Right-click the column header to rename the column. The Primary column is the only column you can rename in the report.
- When you use multiple source sheets, primary columns are consolidated even if the names of the primary columns differ across sheets. See Work with the Primary column: Overview and best practices for more information.
- All unique columns (column name + column type) across all source sheets are available in the Column tab. You may see duplicate column options if two columns of the same name have different column types in two source sheets. Hover over the column name in the tab to see details for each column.
Having consistent column names and data types across different sources makes managing your information easier. Templates can help. Learn more in Templates: Create your own or use one from the Solution Center.