The WorkGuru pivot reports have four sections available where you can drag and drop the available fields to customise the default report configuration:
- Report Fields - Available fields
- Data Section - Displays numerical fields only. Will calculate and display totals.
- Columns Section - Groups and totals the data section fields by the provided fields hierarchically.
- Rows Section - Can display any field type, but does not total.
You can drag and drop the following field configurations:
- Numerical fields only to the Data section.
- Date and text fields only to the Columns section.
- Numerical, text and date fields to the Rows section.
- All fields that are not required in the report back to the Report Fields section
Once the fields have been arranged to display the required data correctly, you can refine the information by applying a filter to display specific results.
The filter list will display the relevant data based on the current report query. If it is not dispalying the expected results, adjust the report queries (such as changing the date range etc). If your filter list is blank, ensure that you have run the report to populate data first. Select the required results to refine the report display. Click Ok to apply.
Regular expressions can be used for the 'Matches' and 'Does Not Match' operators by clicking the '.*' button in the middle of the filter popup. This can be used to apply multiple filters against the same field.
Note: You can use filters on fields that are not being actively used in the table.
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