When building a data set to run a report, you can combine data from different fields into one column in the report. You can also rename a field, which will only affect the column label in the report. It will not affect the name of the field elsewhere in your site.
Combine Fields
- Click Reporting on the upper navigation bar, and then click Report & Data Sets.
- Click the Reporting Data Sets tab.
- Click the pencil icon next to the data set for which fields will be combined.
- In the Selected Fields list, check the boxes for the fields to be combined into one field.
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To combine all fields with the same label such as Amount Awarded into one field or column in the report, click Combine Similar Fields. The remaining steps can then be skipped.
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- Click the square icon.
- Click Combine/Rename Fields.
- Enter the Combined Field Name.
- This becomes the name of the column of data in a report run with this data set.
- This becomes the name of the column of data in a report run with this data set.
- Enter a Separator for the data in this combined column.
- This is what separates the data from the different combined columns within each cell of the new column.
- If combining the Contact First Name field with the Contact Last Name field, for example, you might enter a space as the separator.
- Click OK.
- In the Selected Fields list, the fields combined will be listed under the newly named field.
- In the Selected Fields list, the fields combined will be listed under the newly named field.
Rename a Field
- Click Reporting on the upper navigation bar, and then click Report & Data Sets.
- Click the Reporting Data Sets tab.
- Click the pencil icon next to the data set for which fields will be combined.
- In the Selected Fields list, check the box for the field to be renamed.
- Click the Square icon.
- Click Combine/Rename Fields.
- Enter the Combined Field Name.
- This renames the column of data for this field in a report run with this data set.
- This renames the column of data for this field in a report run with this data set.
- Remove anything in the Separator text box.
- Click OK.
- In the Selected Fields list, the original field will now be listed under the newly renamed field.
- In the Selected Fields list, the original field will now be listed under the newly renamed field.