Report fields

Fields are the basic building block of ad hoc reports. Each field represents an attribute that you want to view in the report.

You can select fields in the Details tab in the Report Builder. Conduct a direct search for fields by entering the field name in the Add Fields text search field, or click the Select button

in the Details tab to open the Add Fields dialog, where you can view all available fields and select from them. The dialog also includes a text search field similar to the one on the main Details tab.

The following filters are available for selection in the Add Fields dialog:

String: Displays attributes with text-based values. For example, last name.
Number: Displays attributes with numeric values. For example, expected revenue from an opportunity.
Date: Displays attributes with date values. For example, date of birth.
Object: Displays attributes containing sub-attributes. For example, related opportunities.

If a sub-attribute of an object is a string, the object also shows under the String filter.

By default, all attribute types are selected in the Add Fields dialog. To view attributes of a specific type, clear the checkboxes associated with other attribute types.

The collections icon

identifies a collection which groups related fields. Some collection fields are expandable to display additional fields related to each value of the group. You can include these collection fields in your report and expand them to select the additional fields.

If you select a collection field in the Add fields dialog (for example, the Activities field for a Contacts report), and expand the field to select related fields (for example, Activity End Time or Activity Start Time), the report displays the fields of the collection grouped by the subject area (for example, the interactions grouped by contacts). In reports, collection fields can be identified by their default fields. The default field is displayed in reports to represent the selected collection whether the default field is selected or not (for example, the default field for the Activities collection is the Description field).

Another example of a collection is the Mobile Phone field that can be expanded to select Entity, Extension, and Number. NexJ CRM enables you to enter a description and an extension with every mobile number, in addition to the number itself.

You can also search for a related field by entering the related field name in the text search field in the Add fields dialog. For example, for an activities report, you can enter "first name" in the search field to find all the collections that contain the First Name related field.

Selected fields and default fields of selected collections display as columns in the preview data table in the report data pane. The columns refresh in real time as you add, remove, or modify fields. You can reorder the fields using drag-and-drop in the Fields section of the Details tab. If you export a report, the columns of the exported report have the fields in the order set in the Details tab. However, for the columns in the preview data table, selected fields are grouped to display non-collection fields first and then the default fields of selected collections. The fields in each group display in the order set in the Details tab.

In addition to regular fields and collection fields, you can include calculated fields in a report. These fields are identified by the Calculated Field icon

. They allow you to specify a formula using operators, functions, and existing fields to create a temporary field that can be used in your report. To include a calculated field in the report, click Add Calculated Field below the Fields section on the Detail tab, and use the Add Calculated Field dialog to specify the new field name and the formula that should be used to calculate its value. For more information, see Working with calculated fields.

Fields that you can group your report summary by are available for selection in the Summary tab in the report settings pane. Fields that you can add calculations to are available for selection in the Calculations section.

All collection fields that are numeric can be used for calculations, except those from associated subject areas.

After you add a field, you can apply filters in the Details tab to include or exclude specific records from the report. For more information, see Creating new reports.You can also apply additional temporary filters when viewing an existing report. These filters apply only to the current view instance. They are not saved for future views of the report. When you open a report, filter chips for the first five columns in the report display by default. If necessary, you can add additional filter fields by clicking the Filter Options button

and selecting Add filter fields. You can hide filters by selecting Hide filters.

The maximum number of fields that you can add to a report is 200.