Customizing Your Standard Report's Behavior
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      3. Customizing Your Standard Report's Behavior

      How to Add a New Field To the Report

      This article aims to assist individuals in customizing their current reports to better align with their business requirements.

      We will guide you step-by-step on how to add a new field to a custom report by adding the client's address information to your Standard Report.

      Before and AfterNew Field inside Report Preview

      Quick Links:

      2-Minute Video

      Steps

      1. Open the report inside the End User Report Designer

      2. Add a new field using one of the following methods:

      a. Insert row or column

      Insert Row Below

      b. Add a label from the Toolbox by dragging and dropping it into the Report Designer

      Add Label

      3. Select the added field and click the Gear Icon

      Select Cell and Gear Icon

      4. Open the Expression Editor

      Open Expression Editor

      5. Inside the Text section, set an expression using the available fields and operations in the bottom panel.

      Set Text Expression

      6. Click OK

      7. Save and run the report

       

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