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How do I add multiple report columns at once? (Native Reporting)
How do I add multiple report columns at once? (Native Reporting)
Updated over a month ago

Apricot's Report Builder allows users to create and organize multiple columns within a report section at the same time. This can increase efficiency when creating larger reports that pull in many data points, as users don't have to scroll through numerous report sections and drag and drop individual fields to place them appropriately.

Follow the steps listed below to learn how to add multiple columns to your report at once.

Step 1: Open the Edit Columns window

On the right-hand side of the Report Builder, select '+ Add Multiple Columns' in the Field Choices palette.

The Edit Columns window will pop up, listing every form in your database on the left-hand side with available fields you can add as report columns.

Step 2: Select a report section

At the top-right, you'll find a dropdown field under 'Section Columns'.

Click this field to see a list of all the sections in your report, then select the section you want to add columns to. If there are already fields pulled into this section, they will appear in the Section Columns box.

Step 3: Choose your columns

Click on the name of a form you want to include in your report to see the form's sections, then click on a section name to see its list of individual fields.

Select a field to highlight it in green, then click the right arrow in the middle to move it over to the Section Columns. Repeat this with as many fields as you want.

You can also click the + icon next to a form section to add all of its fields to the selected report section at once. A message will pop up at the top of your screen to confirm this action.

Step 4: Organize the columns

You can double-click the name of a field you've selected to type a new name for the report column.

You can also click a column to highlight it in green and use the up or down arrows to change the order of the columns in the report.

If you change your mind about adding a column, you can select the field then click the left arrow to remove it from the section.

Step 5: Apply your changes

Once you've added and organized your section columns, click Apply at the bottom of the window. This will refresh your report in the Report Builder and display your changes.

Finally, save your report from the Report Actions palette. You can also publish the report to make the changes immediately available to other users running the report.

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