Editing Report Layouts

The reports layout window displays a report's existing labels, fields, and sections for editing. Edit the report parameters, pages, filters, and break fields. Within the report layout, add, remove, or change parts of the report.

NOTE: Before changing standard GoldMine reports, clone the report to preserve original settings.

To edit a field, label, or section, right-click on it and select Edit.

Available options depend on the type of item you are editing.

TIP: When editing, the default report layout displays XXXX instead of field names. To display the field names and facilitate editing, right-click and select Edit > Show Field Names. The fields names display in the layout window.

To quickly edit Reports, use the GoldMine Reports Shortcut Keys and the Layout local menu or the Layout toolbar.

Customize the GoldMine Reports by:

○ Cloning The process of duplicating a user or report settings and configurations in order to quickly create a new user or report. a Template (see Cloning Reports)

○ Creating a New Template (see Creating Reports)

Refine the reports by:

○ Editing Report Parameters (see Editing Report Parameters)

○ Editing Report Pages

○ Inserting Sections (see Inserting Sections in Reports)

○ Inserting Fields (see Inserting Report Fields)

○ Editing Fields(see Editing Report Fields)

These settings also determine the information and the order it displays in the report:

○ Filters. Determines the information included in the report; apply filters on a global level or to a report section (see About Report Filters)

○ Break Fields. Manages the grouping of report information (see Report Break Fields)

Report Break Fields

Break fields Break fields manage the grouping of information, and determine how multiple entry information, such as Details, Calendar, and History, are displayed in a report template. The break field ensures that all details or calendar entries are grouped together before moving on to the next contact record. Break fields can only be used in Sort Headers. manage the grouping of information, determining how multiple entry information such as Details, Calendar, and History, displays in a report template. The break field ensures details or calendar entries group together before moving to the next Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database..

NOTE: Break fields can only be used in Sort Headers.

Most reports use one of two main break fields to determine the format of the report, with other break fields determining content.

■ AccountNo The Account Number field uniquely identifies a contact record and is the common field value that links the Contact1 table to Contact2, Cal, ContSupp, ContHist, and OpMgr.: The unique number tying details relating to one Contact Record together. It appears in all of the data holding tables and can be used from any of them. The choice of database is dependent upon the type of information displayed in the report. If a mix of Contact1 and ContSupp information displays, two AccountNo fields that be used as break fields:

○ Contact1->AccountNo: Groups together the information regarding the company, listing all the company’s profiles together.

○ ContSupp->AccountNo: ContSupp->AccountNo tries to center the information on the detail, attempting to display the contact details every time and therefore not collate detail information together.

■ UserID Field containing the name of the user to whom an activity is assigned. UserID is based on the GoldMine username.: The unique ID for users is generally used when displaying calendar information sorted by the user. UserID groups together all of a user's activities before moving to the next user. It is also the preferred break field when reporting on history activity.

A report without break fields displays the assigned information for every Contact record whether that information appears in sort headers, footers, or detail sections. Once break fields are implemented, each sort header with a break field is dealt with one at a time, but detail sections always display. In this situation, include both filters and break fields to stop non-relevant information from displaying under the sort header details.

The break field for Sort 1Header is nearly always set to Contact1->AccountNo or Cal->UserID depending on the type of information in the report. Other break fields are used in the other sort headers, including macros. For more information, see Editing Break Field in Reports.