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Column Selection

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We are currently transitioning to a new Reporting solution, with a new set of Standard Reports. See Create a Summary Report for how to use the new Reporting solution. See Reporting Migration Process for more information about the transition.

Overview

The Column Selection tab appears when you select a Columns or Summary report type. Use this tab to select which data fields to include in your report. Columns are grouped by the Zuora data type, such as Account, Invoice, and Contact. As you select columns and add them to your report, a sample report is generated at bottom of the screen.

Selecting Columns

Use the Column Selection tab to select which data fields to include in your report. Columns are grouped by the Zuora data type, such as Account, Invoice, and Contact. As you select columns and add them to your report, a sample report is generated at bottom of the screen.

To select columns for your report:

  1. When you select the Column Selection tab, the Replace Data Source dialog appears:
    DemandReports_ReplaceDataSourceDialog.png
    Click Yes to automatically select all columns associated with the selected data source, or click No to leave the columns unselected. An example of the report appears on the screen.
  2. From Available Columns list box, select the columns that you want to add to the report. Click DemandReports_ColumnSelectionTab_sort.png to sort available columns alphabetically.
    You can also click DemandReports_ColumnSelectionTab_all.png to select all available columns, DemandReports_ColumnSelectionTab_none.png to remove all selected columns, or Restore to Default to select the default columns (this is the same as clicking Yes in the Replace Data Source dialog).
    DemandReports_ColumnSelectionTab.png
  3. From the Selected Columns list box, reorder selected columns by clicking the up or down arrows. The column order determines the order columns appear on the report.
Last modified
21:04, 14 May 2017

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