TABLE OF CONTENTS

Advanced Add Overview

If you wish to be granted Advanced Add Columns functionality please Submit a Support Request or sign up for a free 1-hour Reports Consultation via the Collaborate Training Schedule page. A Reports Specialist will meet with you and  help you to determine if Advanced Add Columns functionality is right for you.

Overview

The Advanced Add Column functionality allows you to add fields to your report that can not be found in the Reports Library. The process is pretty easy once you understand these basic concepts about the structure of the Advanced Add Columns menu, called the Table Tree:

  • Fields are listed according to the table they appear in, arranged by category.
  • Most demographic information, captured during intakes, is found under the Extended Case Fields in the Table Tree. If the demographic information is not found there, another place to look is under Person in the Table Tree.
  • Most service information is found under Services in the Table Tree.
  • Some networks also have an Allegations Table which contains commonly used allegation-related fields.
  • If the field is a lookup in the system, you want to look for the corresponding field name in the list with a [Lookup] after it.
  • Under all Sub-Tables lists, you can add another sub-table to search if needed (1).
  • Tables sometimes have additional Sub-Tables (a) and always have fields (b) listed under them.
  • You can see how many sub-tables and fields are currently in the report from the fraction listed next to the Sub-Table and Field List (2). In the example above, 3 out of 27 Sub-Tables under Extended Case Fields are currently in the report.
  • When you add a field via the Reports Library, its field and parent tables will be automatically added and visible from the Advanced Add Table Tree.
  • In the Reports Library, the System Column Name is the drilldown in the Advanced Add Table Tree where that field is located. For example, the Bio Sex field here:


In the Reports Library...


In the Advanced Add Table Tree...


Adding a Field via Advanced Add Columns

Summary

If you determine a needed field is not located in the Reports Library, use the Advanced Add Column functionally to locate and add the field to your report. Click the Advanced Add Columns link.

A popup window will appear with a the Table Tree that will look similar to the example above.

Click the circle/arrow to expand the Sub-Tables list under Case Data (a). You will see the list of Sub-Tables that are already in the Report (1). In the example above, the Allegations, Extended Case Fields, Person, and Services Sub-Tables have already been added to the Report.

Using the rules mentioned in the Advanced Add Columns Overview section of this article, locate the Sub-Tables that build the path to the Field you are looking for. When looking for a field to add, start under the Table/Sub-Table that is most likely to have the field you are seeking. First, look under the Table’s Sub-Tables to see if there is a sub-table that gets you closer to the field you are seeking. Continue looking for additional Sub-Tables until you believe you have reached the field or if you have reached a ‘dead end’ and there are no more Sub-Tables to select. Then search under the Fields List.

Once you have located the field, click the circle/+ icon next to field (a). The field will be immediately added to the report. Once you have added all the fields needed for the moment, click the X in upper right corner of the popup window to close it. Refresh the Report to see the fields in the listview.

If you need to delete a field click the X next to the field to immediately remove the field from the report (b). If you wish to remove an entire table from the report, you can click the X next to the table’s name (b). Note that removing a table or sub-table will remove all sub-tables and sub-fields located under it in the tree. Be careful when removing tables and fields via this method. It is instantaneous and can not be automatically undone. If you make a mistake, you will need to manually re-add them.

The Advanced Add Fields functionality is a powerful tool which requires some practice and experience to master. We recommend getting some practice with it, when you are not in a time-crunch, to get the hang of it. If you need assistance, contact Collaborate Technical Support by submitting a Support Request.

See Also: