Insert Tables

  • You have selected an existing report definition in System Browser > Reports or you have created a report definition and now want to configure it.
  1. Click the Home tab.
  1. Perform either of the steps to insert a table. Ensure that you are not inserting the table in the header/footer section of the report definition:
  • From the Insert group box on the Home tab, click the Table group box, select a table, such as Objects, Active Events or Activities, and drag it onto the report definition.
    The cursor shape changes and indicates the selected table name.
  • Right-click the report definition and from the Insert Table option, select the table type.
  • Drag the desired system object from System Browser onto the report definition. The Name filter of the inserted table is set to the dropped system object.
  • The table is added to the report definition with its default columns.
  1. Right-click the table and select Select Columns to add new columns or remove displayed columns.
  • The Select Columns dialog box displays. The layout and content of this dialog box varies according to the type of table selected.
  1. Select the check box preceding each column to add it to the table. In case of a property, you must first expand it, and then check the columns.
    NOTE: For an Objects table: Select the object related to the Objects table from the Type drop-down list.
    The columns related to the object type selected are filtered and displayed in the Available Columns list.
    If you select a column that belongs to a property, then the column is added in the Property column format, such as High Limit.ActivityLog.
  • The checked columns are added to the Selected Columns list.
  1. Click OK.
  • The columns are added to the table in order of their presence in the Selected Columns list.
  1. (Optional) You can re-order the columns by selecting a column in the Selected Columns list and clicking Move Up or Move Down .
    To remove a column, select a column and click Remove . To delete a table from the report definition, right-click the table and press DELETE.
  • The table is added with the required columns.