Insert Tables
- You have selected an existing report definition in System Browser > Reports or you have created a report definition and now want to configure it.
- Click the Home tab.
- Perform either of the steps to insert a table. Ensure that you are not inserting the table in the header/footer section of the report definition:
- From the Insert group box on the Home tab, click the Table group box, select a table, such as Objects, Active Events or Activities, and drag it onto the report definition.
The cursor shape changes and indicates the selected table name.
- Right-click the report definition and from the Insert Table option, select the table type.
- Drag the desired system object from System Browser onto the report definition. The Name filter of the inserted table is set to the dropped system object.
- The table is added to the report definition with its default columns.
- Right-click the table and select Select Columns to add new columns or remove displayed columns.
- The Select Columns dialog box displays. The layout and content of this dialog box varies according to the type of table selected.
- Select the check box preceding each column to add it to the table. In case of a property, you must first expand it, and then check the columns.
NOTE: For an Objects table: Select the object related to the Objects table from the Type drop-down list.
The columns related to the object type selected are filtered and displayed in the Available Columns list.
If you select a column that belongs to a property, then the column is added in the Property column format, such as High Limit.ActivityLog. - The checked columns are added to the Selected Columns list.
- Click OK.
- The columns are added to the table in order of their presence in the Selected Columns list.
- (Optional) You can re-order the columns by selecting a column in the Selected Columns list and clicking Move Up
or Move Down
.
To remove a column, select a column and click Remove
. To delete a table from the report definition, right-click the table and press DELETE.
- The table is added with the required columns.