Adding Additional Items to Sorting and Grouping
PRINTSelecting Additional Items in reports
If you are trying to organize data in a report but the item does not display in the sorting and grouping drop-down menus, you’ll need to add it as a additional item. To do so, go back to the Output tab in the reports and click the drop-down menu under “Add Item” as shown below.
After selecting the item(s) you want included in your report or extract, select the specific detail you want included in the report as shown below.
Repeat this procedure for any item that you want included in the report or extract. On the final screen of the Report Wizard the item you want included in the report or extract will now appear as options for sorting and grouping or for extracting.
(Note: you will only have to do this once for any report you run. Toolbox will remember the field you chose the last time you ran the report and they will “stick” for the next time you run that report. However, if you want the same fields represented in a different report and they are not included in that report by default, you will need to select those field for that report.)