Modify reports

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Learn how to add and remove report objects from an existing report.

You can modify existing standard reports and reports you have created in Report Designer. Modifications include, but are not limited to, adding and removing report objects, sorting reports, and formatting reports.

In order to modify reports, you must:

Belong to an institution with a Report Designer subscription.
Have the following assigned to your user name:
- A Report Designer role
- A Reports and Report Designer authorization role for the report category (e.g., Acquisitions, Circulation, etc.) you want to modify

Add a report object to an existing report

In the left navigation, click Report Launch Pad.
Click Continue in the Select Report Scope window.
In the left navigation, click a report category folder.
Double-click the name of the report you wish to run. The report will open in a new tab in the Report Launch Pad.
Click Cancel in the Prompts window.
Click the Design button () to open the report in Design mode.
In the side panel, click the Available Objects button ().
Click the report object you want to add to the report and drag it to the position you want to place it in the report.
Note: You will see a vertical box when you position your cursor between existing columns, which indicates a new column will be created.

Add a report object to an existing report - Image

Or
Right-click an existing column in the report, click Insert > Columns on Left or Columns on Right, and then drag the report object to the newly created column.
Click Save.

Remove a report object from an existing report

In the left navigation, click Report Launch Pad.
(Optional) Click Continue in the Select Report Scope window.
In the left navigation, click a report category folder.
Double-click the name of the report you wish to run. The report will open in a new tab in the Report Launch Pad.
Click Cancel in the Prompts window.
Click the Design button () to open the report in Design mode.
In the side panel, click the Available Objects button ().
Click a data cell in the column that contains the report object you want to remove. The column is now highlighted in dark gray.
Right-click and then click Delete. The column no longer appears in the report.
Note: If the report you are modifying contains any Totals, verify that the report object you have removed is not included. To verify:
1. Right-click in a Total/Totals data cell and then click Edit Formula... to view the formula.
  1. If the formula contains the deleted report object, remove the report object from the formula and click OK.
  2. If the formula does not contain the deleted report object, click Cancel.
2. Repeat for remaining Total/Totals data cells.
Click Save.