Managing Custom Columns

Saving Custom Columns

The Custom Columns process auto-saves the item when it is created without prompting the user. Custom Columns are all inherently considered to be "one-off" items built specifically for the current report and are given a derived name based on the function and the elements used. Custom Columns are not designed to be sharable.

Editing Custom Columns

Custom Columns are partially editable using the context menu "properties" item. This option lets you edit and make basic changes to your calculation.

 

The basic properties allows you to change the following settings quickly:

  • Name - the name and caption of the item
  • Description - a metadata description of the logic for future use

Removing Custom Columns

Custom Columns can easily be removed from a given report by right-clicking on the item and choosing "delete" from the menu. However, the delete option may not be shown or enabled if the item is currently in use in the report. To delete a used item, you first need to deselect it from the report, then re-run the report's query and save it.