> Getting started / Create a new report / Select fields

Select fields (Report wizard)

Introduction

Each item of information is known as a variable; these contain information such as dates, addresses and values that are stored in your data.

Variables are grouped into named tables, and the variables in each table are all related; for example, the customer table will contain variables about the customer, such as their name or the date they were last contacted.

Add variables to your report

To select the information that you want to appear in the report:

  1. Select + to open a table .
  2. Select the variable that you want to use in the report.

    Tip: Hovering over the variable name will display a short description.

  3. To add the variable to the report, click >.

    The variable is added to the Fields on the report list.

    Tip: To add all the variables in a table, select the table and click >.

  4. To rearrange the order that variables will appear in the report, select a variable from the Fields on the report list, then click the up and down arrows.
  5. When you have added all the variables that you need, click Next.

Note: You can add or remove variables in your report after finishing the report wizard. See Variables (data fields).


Go to top