Who can use this capability
Licensed users with an Owner or Admin permission can use this capability.
Select columns included 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. The Sheet Name and Primary columns are included by default.Select a checkbox to add a column to the report; select the x next to the column name at the top of the box to remove it from the report.
Things to know about working with columns in reports
- The Primary column will be 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 will be 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.
Consistent column names and data types across sources will make your information easier to manage. Templates can help. Learn more in Templates: Create Your Own or Use One from the Solution Center.