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Overview

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Field Categorisation

Fields are categorised to assist your end users to better understand the context of the field that they are adding to a report. The categorisation allows you to group columns into particular subject areas.

Apply Category

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Field Categorisation

To categorise a field select a category from the category drop down on the Definition tab. This will place the field into a folder with that category as title.

Edit / Add Categories

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Field Categorisation

The categories are related to the type of view you are creating – for example if the view has been categorised as a Finance view then the categories available should be those relating to the finance function.

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Defining Attribute Display Order

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Field Categorisation

The order in which fields are displayed in the report builder for the end user can be modified by the view administrator.
By clicking on a field and dragging it above or below fields or to different folders you can change the order of the field as it will be displayed to the user when creating a report.

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Note: If you are moving a field below a hierarchy of fields then a single move up or down will move the field past the entire hierarchy not just a single field.

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Field Categorisation