Overview

Edit Mode of Dynamic Reports will always show the results in a table format. The result table has many useful features for Report Builders.

At the top of the Report Table, there is a count of rows that are returned by the report:


There are buttons at the bottom of the table columns that provide a summary of the data in the column:


  • B - Displays a count of each value in the column
  • I - Displays a count of unique values in the column
  • Σ - Displays the sum of all numeric values in the column
  • Σ/n -Displays the average of all numeric values in the column (ignoring null values)
Note: Comparing the Unique Count for Case ID # to the number of rows in the report will show if your report contains multiple rows per Case.


The Report Table allows Report Builders to rearrange the order of columns by clicking the header field and dragging it to the desired location: 

After dragging each column to the desired location, click the Click Here to Reload button to refresh the view:
You can edit the column by clicking the pencil located next to the field you wish to edit/update (a). Doing so will bring up the following popup window:

The following fields can be edited and updated:

  • The Heading field displays how that particular field is labeled in the report.
  • The Format field can be changed so that the values are displayed most intuitively. It can also be used in combination with filters to more easily include or exclude information. Here are the most common options selected by Report builders:
    • The Basic format is the default presentation of a text field. It displays the text ‘as-is’ without any special formatting.
    • Phone Number displays the first 9 numeric characters in the format (xxx) xxx-xxxx.
    • 5 Digit Zip displays the first 5 numeric characters.
    • 9 Digit Zip functions like 5-digit zip except it is followed by the dash, then the next 4 digits of the zip code.
    • The Replace Null and Not Null With Value allows the User to convert the field to one answer if the field originally had anything in it and a different answer if the field was originally left blank (unanswered). For example, the Not Null/Empty Replacement Value could be set to Completed and the Null/Empty Replacement Value could be set to Missing. Then the report would tell you whether or not the field on the case had missing data or if it had been completed.
    • The Round to 1 Digit format rounds numbers to 1 decimal place.
    • The Round to 2 Digits format rounds to 2 decimal places.
    • Number without Commas returns the number without commas.
    • Use the Decimal as Percent to convert decimal answers to a percentage.
  • Ignore the Show Nulls option in Collaborate’s Dynamic Reports.
  • The Aggregate setting allows you to manipulate the way results are displayed so that you can get accurate numbers based on the information you are seeking. See the Aggregating Columns in the Listview article.
  • Use the Show setting to specify whether or not you want the field to be visible in the listview. You can also set this option to Section to group results by a particular value. For example, in a report showing one row per service, set the Case ID column to Show > Section to easily see the services sectioned (or grouped) by each Case ID.
  • The Width setting allows you to specify how wide you want a column to appear in the listview.
  • The Notes field here allows you to enter any details about the field useful for your internal reference.
  • The Expression & Path fields are used by developers to view technical data about the field and make custom modifications. It is strongly recommended to not change these settings.
  • The Library is used by developers and Network Administrators to manage the Reports Library. Do not make any modifications using this without first consulting the Collaborate Team.


Once you have made any changes to the field, click the appropriate Apply, Cancel, or Delete button depending on the action you wish to take.

See Also: