Report Configuration

Clicking the Gear icon on the toolbar of the Report Dashboard opens the Report Configuration dialog box, which allows you to configure the report settings.

Report Configuration contains:

  • Available Columns: This panel contains a Search box to search for the column fields and the cells of Contact Field type with the button in blue color. These contact fields are defined in Settings🡪 Contact Settings .
  • Visible Columns: This panel displays the cells of Metadata type in red color and the cells of Question type in Violet color.
  • Save and Close button and
  • A textbox with a dropdown to add new field with its heading for a Note, or Formula to the report along with a ‘+’ icon in the Available Columns panel.