Modifying reports

You can modify your reports by clicking the Edit Report button

for the report. You can find this button:

In the Reports data table, by hovering over the report.

When viewing a report, next to the Update Report button

on the top right.

Depending on your privileges, you may only be able to edit reports that you created. If you want to customize a report that you can view but not edit, clone the report and edit the clone instead. For more information, see Cloning reports.

The following table shows the changes you can save to a report, and where in the Report Builder you can make those changes.

Modification	How to modify
Edit report name	In the report banner, enter the new Name.
Add or edit report description	In the report banner, enter or edit the Description.
Make a report available to all NexJ CRM users	In the report banner, select the Public radio button under View and edit permissions. The icon displayed for the report in the Reports data table changes, indicating the report is no longer private.
Add fields	In the Details tab, click the Select button . You can also use the Add Fields text search field to search for specific fields and add them to your report.
Remove fields	In the Details tab, click the Clear button on the field you want to remove.
Reorder report columns	In the Details tab, drag and drop the fields to the desired position.
Apply filters on fields	In the Filters section of the Details tab, click a field, and select the filter values. For some fields, you will need to select an operator and specify the values to work in conjunction with it.
Edit filters	In the Filters section of the Details tab, click a filtered field, and edit the filter selection.
Remove filters	In the Filters section of the Details tab, click the Clear button on the field you want to remove the filter from. To remove all filters, click the Clear Filters button.
Add groupings	In the Summary tab, and the Groupings section, click the Select button. You can also use the Add Groupings text search field to search for specific fields to add as groupings.
Remove groupings	In the Summary tab, click the Clear button on the field you no longer want to group by.
Edit grouping order	In the Summary tab, and the Groupings section, drag and drop the groupings to the desired position.
Change date grouping	In the Summary tab, and the Groupings section, click a date field to select the day, week, month, quarter, or year view.
Add or edit calculations	In the Summary tab, and the Calculations section, select the fields you want to aggregate and the operators you want to use for the calculation. To change a calculation's display name, click the calculation and enter the desired name in the Caption field.
Remove calculations	In the Details tab, click the Clear button on the calculation you want to remove.
Sort report summary	In the Summary tab, and in the data table, click a calculation's Click to sort Asc button to sort the report summary preview in ascending order or its Click to sort Desc button to sort the report summary preview in descending order. Calculations may show as either rows or columns in your report summary. Click the row or column header associated with the calculation to sort the summary.
Clear all filters	In the Filters section of the Details tab, click the Clear Filters button .
Specify the attribute and primary calculation to be displayed in the visualization	In the Visualization tab, select the attribute in the X-Axis drop-down and the calculation in the Y-Axis drop-down.
Include additional calculations in the visualization	In the Visualization tab, click Add X-Axis or Add Y-Axis, whichever is available. In the new drop-down that displays, select the desired calculation. Additional calculations are supported if the visualization does not include groupings.
Include groupings in the visualization	In the Visualization tab, select the Add Grouping checkbox. In the Grouping field, select the grouping you want to add to the graph. Groupings are supported if the visualization includes only one calculation.
Change graph type	In the Visualization tab, click the Select Chart Type button .

After making your changes, click the Save button

. If you have made changes that impact the Summary and Visualization tabs, also click the Update Report button

in the Report Viewer. This executes the report so these tabs reflect the latest NexJ CRM data.

You can also make some changes to reports in the view mode. Changes made in view mode only apply to the current view session and are not automatically applied the next time you view the report.

The following table shows changes you can make in the Report Viewer.

Add temporary filters	Click the filter chip associated with the attribute you want to filter by, and specify the filter operator and values.
Clear temporary filters	Click the Clear button on the filter you want to clear.
Reset filter chips to the default search criteria	Click the Filter options button and select Reset filters.

Modification	How to modify
Update the report to reflect the latest data	Click the Update Report button. The time taken for a report to update depends on the amount of data in the report. You will receive a notification once the update is complete.
Sort report details	In the data table, click the column header associated with the attribute you want to sort by.
Sort report summary	In the Summary tab, and in the data table, click a calculation's Click to sort Asc button to sort the report summary preview in ascending order or its Click to sort Desc button to sort the report summary preview in descending order.
Transpose rows to columns and columns to rows in the report summary	In the Summary tab, and in the data table, click the Transpose button .