Customize a duplicated Report Builder template
Overview
After duplicating a template, you can add or remove columns, update filters, rename columns, and adjust sorting before saving and downloading. This article covers each customization step.
Before you start, duplicate a template from the Templates tab.
Add and remove columns
- In the edit view, locate the data set that contains the column you want to add.
- Select + next to the column name. The column appears in the report canvas.
- To add the same column more than once, for example, to count two different status values. Select + again for that column.
- To remove a column, select it in the canvas, then select the remove icon.
Reorder and rename columns
- Drag a column to the desired position in the canvas. The order in the canvas matches the column order in the downloaded file.
- To rename a column, select its alias field and enter the name you want to appear as the column header in the report.
Update filters
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To change an existing filter value, select the filter row, edit the value, then confirm.
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To add a new filter, select Add filter.
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Choose the field you want to filter on.
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Select an operator. Available operators depend on the field’s data type.
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Enter or select a value:
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For string fields, type to search and select from the suggestions.
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For list fields, select one or more values from the picker.
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For date fields, enter a date or choose a relative range such as last 90 days.
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To remove a filter, select the delete icon on that filter row.
Update sorting
- Select the sort icon on the column you want to sort by.
- Select Ascending or Descending.
- To sort on additional columns, repeat for each column. The first sorted column is primary; additional sorts apply within ties.
Save and download
- Select Save to save your changes to the Reports tab.
- Select Download to generate the report. You’ll receive an in-app notification when the file is ready.