After defining how your data is grouped and adding subtotals, the next step is deciding exactly what information will appear in your report and how it should be presented. This is handled in three key sections:
Column Selection,
Label and Cell Types, and
Aggregation Functions.
Each section gives you full control over the structure, readability, and presentation of your report.
In this section, you choose the specific fields (also referred to as columns) that will be displayed in your final report. These fields come from the tables you selected earlier and may include any relevant data, such as:
Invoice numbers,
Customer names,
Total amounts,
Dates, and more.
On the left side, you'll see a list of all available fields from the selected tables.
To add fields to your report, select the field(s) and press the “>” (Add) button to move them into the Selected Columns block.
You can select one or multiple fields at once.
To remove a field, use the “<” (Remove) button.
Only the fields you add here will appear in the final report. Think carefully about which columns are essential for your readers.
Once you've added all your desired columns, press SAVE to store your selection.
After choosing which fields to display, you define how they will appear in the report through Labels and Cell Types.
Labels are the names shown at the top of each column in your report.
For example:
The field "client_name" could be labeled as "Customer Name" to make the report easier to read.
"invoice_total" could be labeled as "Total Amount".
This is your chance to make field names more descriptive, friendly, and clear for the report audience.
Cell Types control the format of the data in each column. This is particularly helpful when you want to:
Display images inline (for example, user avatars).
Prepend or append text to the data (e.g., adding a currency symbol or unit of measurement).
Format numbers, dates, or other special data types.
For example:
Display the Invoice Total with a "$" symbol in front.
Show the Status of an order with color indicators.
Add icons to specific fields.
This customization ensures that your report is not only informative but also visually clear and user-friendly.
Aggregation in this context controls how grouped values are displayed within the report, in addition to their placement and format.
In this section, you can:
Define the display order of columns.
This is very important for readability. Arrange your fields so the most important information comes first.
Add pre- or post-pended text, such as:
Prefix "€" before currency values.
Add "%" after percentage values.
Insert static text before or after field values to provide context.
Display inline images from field values;
Apply inline aggregations, allowing you to:
Sum up values directly within groupings.
Count entries.
Show averages.
Find minimum or maximum values.
You are not required to set field types or apply aggregation functions unless your report demands special formatting or ordering. Leaving them blank keeps the display simple and neutral.
This step defines how your report will look and feel. A well-thought-out column setup:
Makes reports easier to understand.
Highlights the most important information first.
Creates a professional and readable output.
By selecting the right fields, applying clear labels, and fine-tuning the format and order, you create reports that are not only accurate but also pleasant to read and use.
After finishing each section (Columns, Labels & Cell Types, Aggregation Functions), make sure to press SAVE so your configurations are applied.
Once you are finished setting up columns proceed to step 5 by clicking NEXT.
Read more:
Base Reporting in SIX ERP
Dashboards in SIX ERP
First Steps to define Custom Reports
Step 1 - Defining Data Sources and Filtering
Step 2 - Grouping and Sorting
Step 3 - Defining Subtotals
Step 5 - Conditional Cell Formatting
Step 6 - Final Setup and Publishing
Custom Report Settings for Administrators