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Does anyone know how to add a column to an existing SmartList report?
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Open the report you want to start with, click on columns and select antoher column from the list displayed. They will always show at the bottom of the list, so you can select it and move it up or down depending on where you want to see the new column in your report. Then click ok and you should see the new column added. If you want to save this column to always show, click on favorites and give it a name then decide if you want all users in all companies to have access to this report (Select System),
all users in this company (select Company), all users in your class (select User Class) or just your user ID by in all companies you have access to (User ID).
Then you can select search and put restrictions in if you want, but that columns wil remain as long as you save it as a favorite.
As a note, Deborah's recommendation will work under the circumstance that the column is available as one of the default columns available on that SmartList. If the column is simply unavailable for selection, you will need to take advantage of the SmartList Builder tool that will allow you to select additional columns that may not be available from an underlying dataset.
Hi Teresa,
In addition to Deborah's and Mike's advice, if you do not own SmartList Builder, you can use the integrated Excel reports and views. When you install the Excel reports, views are created in the database that match each of the 'out-of-the-box' SmartLists.
You can modify (or copy) these views and then use them in a dynamic Excel report. No additional module is necessary.
Kind regards,
Leslie
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