If you add a column to a list, you will have to manually add this column to one of your own custom reports to be able to include data from the column in reports.
Note: Generally, if you add a column to a list, you will have to add the column to a report to be able to report on data in the column. However, we have attempted to alleviate some of the work by anticipating the columns you might need to add and have added these columns to all the Template Reports.
All you have to do to report off the column is to add it to a list using the column name and column type detailed below:
To add a column to a report:
See Copy a Report for the steps on how to add a report.
See Identify the Internal SharePoint Column Name for information on how to identify the column internal name.
Column names are case sensitive, for example, if the internal column name was 'soMEcolUMN', this is the arrangement you would have to use.
See Project Metrics Columns for information on column internal names in the Project Metrics list.
The column internal name must be unique, i.e. you cannot have two columns in the one report with the same column internal name.
The report column internal name cannot contain spaces, leading numbers or unsupported characters. The only supported characters are letters, numbers and underscores (i.e. “_”). See Edit Column Mappings for information on how to remedy this and other column mapping scenarios.
Specify the type of text to display:
Note: Multi-value columns are not available for grouping or sorting.
Note: The following characters are supported for number columns - "."; ","; "#","%","0".
The "#" character is used to describe integers. The "." and "," characters are used to describe the location and type of punctuation. The "0" character is used enforce digits before and after the "." character.
An example of their use:
The number 5351 would be displayed in reporter using the following display format - "#,###"- as "5,351".
See Custom Number String Examples for more examples.
Note: The following characters are supported for number columns - "."; ","; "#","%","0".
The "#" character is used to describe integers. The "." and "," characters are used to describe the location and type of punctuation. The "0" character is used enforce digits before and after the "." character.
An example of their use:
The number 5351 would be displayed in reporter using the following display format - "#,###"- as "5,351".
Note: Multi-value columns are not available for grouping or sorting.
Include presence information
Allow multi-values:
Select Yes to make this a multi-value column
Note: Multi-value columns are not available for grouping or sorting.
Items in the Project Metrics list will have a status of either: On Target; Warning; or Danger. Add this column to display this information.
Note: This BrightWork Reporter column will only report on the Metric Indicator Status column in the Project Metrics list.
If a list or library has Content Approval enabled, this column will enable you to map to the Approval Status column and show you the item status (e.g. Pending, Approved or Rejected).
Note: BrightWork Reporter uses the same permission structure as SharePoint for items requiring moderation. If users do not have the required permissions, they will not be able to see items created by other users until the items are approved.
If a list or library being reported on does not have Content Approval enabled, all items in that list will be returned with a value of Approved.
If a list has a workflow added to it, this column will enable you do display the status of the workflow (e.g. Completed, Cancelled, In Progress).
Note: Once you add the column you must select the workflow you want to map to via Edit Column Mappings.
Select Add the Column to the List Query Templates.
If you do not select this you will have to map the new column on a list by list basis. Adding the column to all the list queries has no impact on performance.