Adding custom columns to reports allows you to display the information not included in the basic system reports. With custom columns, you can use arithmetic and logical expressions to derive new data based on existing data. This allows for more detailed and customized reports, providing you with the specific insights you require.
How To Create a Custom Column
The custom column creation is available only under the Global Admin and Support system roles. The custom column can only contain the variables that already exist in the report. The list of variables varies depending on the report to which you would like to add it.
The Custom Column feature is available for the following reports:
- Call Logic:
- Publisher Report: Performance Summary
- Publisher Report: Call Details
- Publisher Report: Consent Details
- Publisher Report: Search Call
- Publisher Report: TCPA Rejected Calls
- Buyer Report: Performance Summary
- Buyer Report: Call Details
- Buyer Report: Lead Return/Adjustment
- LMS:
- Publisher Report: Performance Summary
- Publisher Report: Lead Details
- Publisher Report: Lead Search
- Buyer Report: Performance Summary
- Buyer Report: Lead Details
- Buyer Report: Lead Return/Adjustment
To create a custom column, go to the report section where you would like to create it, click the “Add New Column” button, and fill in the following fields in the pop-up window:
- Title: Enter the name of the column.
- Status: Select the column status (Active, Disabled). Note: If disabled, it will be shown only under the Global Admin and Support roles.
- After Column: Select the column’s placement in the report (The custom column will be displayed in the report right after the selected one).
- Template: Enter the variables you would like the column to contain.
Note: All variables should be placed in the double curly braces and must be from the “Available variables” list below the field.
It is possible to do simple math operations (+, -, /, %, //, *, **) in the template with the numerical variables if the operands are placed inside the braces.
Example: {{posts//leads}} divides two numbers and returns the floored integer result. - Formatter: Select the column’s data format.
- RAW: Select this option to leave the default formatting.
- ROUND: Select this option to round the value to the nearest decimal.
- CURRENCY: Select this option to format the value to the system’s currency.
Click the “Add” button to confirm.
To edit or delete custom columns, click the “Change Column” button. Click the “Edit” button (pencil icon) next to the column’s name to edit the custom column and fill in the fields in the “Edit Column” pop-up window.
To delete the custom column, click the “Delete” button (bin icon) next to the column’s name and confirm the action in the “Delete Column” pop-up window.
Report's Custom Columns
The Report's Custom Columns list allows you to manage already created custom columns. You can view, edit, and delete all of the created custom columns from all reports through the system.
Note: Available only under Global Admin and Support roles.
To view the Report's Custom Columns list, go to the System Management > General > Report's Custom Columns section. Note: The report is visible only on the Global Dashboard.
You can narrow down the search results by using the following filters:
- ID: Enter the unique identification number of the custom column.
- Title: Enter the name of the custom column.
- Report: Select the report to which the custom column belongs.
- Component: Select the component to which the custom column belongs.
- Status: Select the custom column’s status (Active, Disabled).
- Created: Select the date of the custom column creation.
- Updated: Select the date when the custom column was last updated.
The Report's Custom Columns list contains the following information:
- ID: The unique identification number of the custom column.
- Title: The name of the custom column.
- Status: The status of the custom column (Active, Disabled).
- Component: The component to which the custom column belongs.
- Report: The report to which the custom column belongs.
- Template: The variables that the custom column contains.
- Created: The date of the custom column creation.
- Updated: The date when the custom column was last updated.
To edit the custom column, click the “Edit” button in the “Actions” column and proceed from the report.
To delete the custom column, click the “Delete” button in the “Actions” column and confirm the action.
