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Report Columns

The Columns view allows you to select which information displays on the report for each case. You can add a column for every field or category that you want to include on the report. It is also possible to include columns that will not appear on the report, but that you want to use for sorting or grouping purposes.

If you want to sort the report, you have the option to enter the Sort when you define the column or you can sort by a column when the report is run by clicking the column. Click the column once to sort ascending and click a second time to sort descending.

The Address Listing report requires that you select at least one Address (A code) column to appear on the report. The Case Listing report requires you to select at least one column.

  • To add a new column, select a category from the pane on the right side of the screen to expand it. Then, use drag and drop to move your selection into the Column Order pane.

  • To delete a column, use drag and drop to move it back into the pane on the right.

  • To re-order columns, on the Column Order pane use drag and drop to move the columns in the order you want them to display.

The following fields allow you to specify the data to display in the report, as well as how to display that data.

Some options are not available for some output types. For more information, see Report Output Types.

Field

Description

Category

Enter the name of the category (field) that you want to display on the report.

(info) Emplifi Agent reports allow you to add columns to a report for an active or inactive Category and Category Code.

CID

This is the Category ID of the category selected in the previous field. It is filled in automatically and cannot be changed except by changing the value in the Category field.

Iss. Addr.

If this check box is selected, the report will show the address information for the address linked to a specific issue. This feature only applies to the Address Listing report, Affiliate List report, and the Case Listing report.

Label

Enter a label to use as the column heading on the report.

Level

Select the level of the hierarchy which you want to include on the report. This field is ignored for categories that do not use codes.

Display

Select how you would like data from this category to be displayed. You can choose to display the actual code value, description 1, 2,  or 3, or a combination of the code and description1.

Sort

If you want to sort the data, enter the sort order priority in this column. Data is sorted for the highest priority field first, then the second, and so on.

Like sequence numbers, you can use any values greater than zero.

If you duplicate the same number on more than one column, the system arbitrarily chooses which column is sorted first.

Descending

If you entered a value in the Sort column, select this check box to cause the data to be sorted in descending order. Leave it cleared to have the data sorted in ascending order.

This option is ignored if no value is entered in the Sort column.

Width

Enter the width by which to display the column on the output. This allows you to control the layout of your data. Keep in mind that in the Excel (Print Layout) output, the column itself is not widened, but columns are added to include the necessary amount of white space.

(info) This option does not affect the report output when you view the report as a web page, Excel (Data), or TXT. It only applies formatting changes when you output the report to one of the other file types.

Group

If you entered a value in the Sort column, select this check box to group repeat entries on this column value.

(info) This option does not affect the report output when you view the report as Excel (Data). It only applies to the other output file types.

Suppress Repeat

When grouping and sorting, you may want to show each group and sort value only once. Select this option to suppress repeating the same value multiple times on subsequent rows.

(info) This option does not affect the report output when you view the report as a web page, Excel (Data), or TXT. It only applies formatting changes when you output the report to one of the other file types.

Page

Select this option to force a page break when the group value changes.

(info) This option does not affect the report output when you view the report as a web page, Excel (Data), or TXT. It only applies formatting changes when you output the report to one of the other file types.

Wrap

Select this option if text within the column should wrap onto multiple lines if it extends beyond the defined width of the field. If you do not choose this option, any data that is too wide for the field is truncated.

(info) This option does not affect the report output when you view the report as a web page, Excel (Data), or TXT. It only applies formatting changes when you output the report to one of the other file types.

Hide

Select this option if you do not want this column to appear on the report. This allows you to include columns solely for sorting and grouping purposes.

(info) This option does not affect the report output when you view the report as a web page, Excel (Data), or TXT. It only applies formatting changes when you output the report to one of the other file types.

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