Report Builder Step 2

Configure Columns, Filters, and Formatting

TABLE OF CONTENTS

• Configure Columns, Filters, and Formatting
• Available Filter Logic
• Formatting
• Settings
• Click Next Step to proceed or click Prev Step to return to the previous page.
• Next Step: Click here for details on Step 3 of the Report Builder

In this step, you define the appearance and logic of the report.

Column Label: Here, you can rename the column heading as it will appear in the final report.

Order: Drag and drop columns to reorder them using the handle icon (four dots).

Filters: Use these fields to apply filters to your report:

1. Display Column – Click the checkbox to control which data fields appear as visible columns in the generated report.
   

2. Enable Filter – Check this box to activate filtering for the field.

3. Display Prompt – Allows the user to enter a filter value each time the report is run.
   

4. Mandatory – Requires the user to input a value before the report can run.
   

5. Run as Current User – Runs the report with the currently logged-in user as the filter value.

6. Use the green “+” icon to add multiple filter conditions on a single field, using AND/OR logic.

Available Filter Logic

When building your report, filters allow you to narrow down results by applying conditions to your selected fields. Screendragon provides multiple types of filter logic depending on the data type of the field being used.

• Date-Based: Before / After / On or After / On or Before

• Numeric: Equals / Less Than / Greater Than / ≤ / ≥

• Text: Contains / Matches / Starts With / Ends With

• Boolean: Is / Is Not

• Inclusion: Does / Does Not

Formatting

Apply formatting options for results, including:

Add Calculation

• Date Formatting – Choose from available date display options.

Sort Order

• Order – Select one or more fields to define the sort priority.

• Type – Choose the sort direction: Ascending, Descending, or Unsorted.

Column Width

Set the width of each column. Smaller numbers result in narrower columns.

Settings

• Display Column – Toggle whether a column is visible in the results (on by default).

• Display Link – Adds clickable links to values where applicable.

• Filter Toggle – Filters the field list to display only columns with enabled filters.

• Profile META Match Filter – allows you to filter report results based on metadata values stored in user profiles. 

Click Next Step to proceed or click Prev Step to return to the previous page.

Next Step: Click here for details on Step 3 of the Report Builder