P. To customize report item data

To apply database conditions, column filtering, and column sorting to a report item, use the following procedure.

Customizations are applied to an item already added to the Report Builder panel.

Right-click on a repot item in the Report Builder panel and then select Customization > Add from the pop-up menu.
The Customization dialog opens.
Type a Title and Caption for the customized table.
Optional: To customize the table columns:
1. Clear the checkmark in the corresponding the Display field to hide a column.
2. Type a custom Caption for the column.
3. Select the Sort order for the column.
To apply conditions to the table data, use the Conditions controls to select a filtering condition.
Click the tool to add a new condition and the select if the combinations are AND or OR.
Tip: Click Preview to preview the results of the query. You can page through the tablulated results using the controls at the bottom of the Results Preview tab.
If No Record Found is displayed, that means that no results match the conditions as entered. Adjust the conditions on the Customization tab to change the filtering.
Note: If you prefer to write advanced SQL queries manually, click the Toggle Edit tool and make changes to the generated query. Then click the Run Query tool to see the results.
Select the Format tab to apply customized formatting to each column as desired.
Once the table filtering and formatting is complete, click OK.
The OK button is only enabled when enough information is provided to generate a table . Any incomplete conditions will cause prevent you from adding a custom table.
Note: If no records are found based on the conditions, a warning message is displayed prompting you to adjust the conditions.

Customized reports are indicated in blue text with an asterisk in the Report Builder panel.

To make changes to the customized report item right-click the entry and then select Customization > Modify from the pop-up menu.

To remove the customizations from the report, right-click on the entry and then select Customization > Remove from the pop-up menu.