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Problem: How

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to add new columns in the standard report?

Solutions:

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Use the Change Report Variant option to edit report view.


1. Go to Sales > Reports of Sales and choose report Sales by Companies:

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Push button “More actions” Image Added


2. Press More actions and choose Change report variant variant:
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3. Click on Report for making it active, open in the upper part to activate it, go to Fields tab and push press the button Add new field field:
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4. Add needful fields for to your report and push press Complete:
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5. Generate a new report and new columns are in the report:
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New fields were added in report. For saving it for future reference use More actions – Image Added


6. To save this report view for further use, press More actions > Save the report variant:
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Choose Create New Report Variant (or also function “Save in Existing Report Variant” is available ), push button Next, write only for user who created this exact report previously) and press Next:
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Add the name of the Report and description, if it is necessary, save the Report.  

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After this the new report will be available on the page Description if required:
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Give Quick access to this report to other users (they may open it using Select Variant report.. option) and Save:
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Find saved report variant in the list of reports (Sales > Reports of Sales)Image Removed:
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Thank you for being a FIRSTBIT customer!

#Add additional columns to report