How to Add Columns to Reports in GivingData

This guide is designed to walk you through exactly how to customize your reports by adding new columns, so you can get the most out of your data analytics.

We've heard from users like you who find themselves at a dead-end when trying to add new columns to reports. Often, this happens when users try to navigate through: Reports --> Run Target Report. The expectation is straightforward: with the right permissions, you should be able to add or modify columns freely, but how to do so can be tricky. Let's show you how!

Prerequisites

Please ensure you have the permission to edit reports. If you're unsure about this, a quick check with your system administrator can provide clarity.

Detailed Walkthrough

Here's how to add those columns:

Navigate to Settings: This is your starting point, accessible from the main menu.
Select 'Default List Views': Once in settings, you’ll find this option. Click on it.
Choose 'Report': A list of categories will be listed. Select 'Reports'.
Scroll to Target Report: Choose the specific report you wish to modify. Click "Manage".
Go to 'Default List View Columns': You'll see an "Add Columns" button. Click it.
Select Desired Fields: Choose what you want to add, such as "Request Date" or "Change Date".
Click 'Save': You've made your choices; now lock them in by hitting "Save".

Give a quick check on the "Default List View Columns" page to confirm your new columns are in place. Then click "Update".

Run Target Report Again: Head back to the reports menu and give your report another spin.
Verify Columns: You should see the target report, now complete with your selected new columns.

Troubleshooting

If you've followed these steps and find yourself still stuck, don't worry. It might be time to seek help. Feel free to reach out to GivingData customer support for further assistance.