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Column Shortcuts in Report Builder

Outline the columns shortcuts available in the report builder and what each option achieves.

Written by Jason

When looking at a report if you hover your mouse over the column name you will see 3 dots, pressing on this will show some column shortcuts.

Depending on the field in your report the appropriate options will show in the Drop-down:

  • Column settings: Allows you to edit some settings for the specific column where appropriate. Some common options are editable, wrap text and include entity name with the column title

  • Add Filter: Adds a filter to the selected column and opens the filter menu to allow you to configure the filter on this column

  • Add Column: Opens the select field modal to allow you to add new fields into the report. Fields will be added at the end (right-hand side) of the report. The columns can be dragged and dropped to reorder after they have been added.

  • Remove Column: Removes the column from the current report.

Tip 🤓: Remember that the quote lines shown on a quote is just a report, filtered down to the relevant quote lines.

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