To Create, Modify, or Delete a Column Set

Column sets, which you work with on the Column Sets (CS206020) form, are used to define the columns to be included in the report and the data to be displayed in each column, as well as column headers. A column set can be used in multiple reports that use similar data selection rules and a similar report layout structure. Once a column set has been defined, you can include it in an analytical report it was designed for by using the Report Definitions (CS206000) form.

To specify the set of columns for a group of analytical reports or a single report, you can create new column sets or modify existing ones. To remove column sets that are no longer used, you can delete them. This topic describes the steps involved in these operations.

To Create a Column Set

  1. Open the Column Sets (CS206020) form.
  2. On the form toolbar, click Add New Record.
  3. In the Code box of the Summary area, enter the code to be used for the column set.
    Note:
    The column set code must be unique within the whole system. The length of the code can be up to 10 alphanumeric characters.
  4. In the Description box, enter the description of the column set. (The column description is not displayed in the printed report and is used only to add a descriptive comment on this form about the column set.)
  5. On the form toolbar, click Save. The columns and data filters can be added to the created column set at this time or later; see To Define the Columns of the Column Set.

To Modify an Existing Column Set

  1. Open the Column Sets (CS206020) form.
  2. In the Code box of the Summary area, select the code of the column set you want to modify.
  3. Change the attributes of the column set as required.
  4. On the form toolbar, click Save.

To Delete a Column Set

  1. Open the Column Sets (CS206020) form.
  2. In the Code box of the Summary area, select the code of the column set you want to delete.
  3. On the form toolbar, click Delete.