How do I add row numbers to a report?

Row numbers can now be added to reports with the addition of a new User Defined Column. Project Managers will find this column helpful, as it provides an easier way to reference line items on a report. This article describes how to add row numbers to a report.

To view a brief tutorial video please scroll to the bottom of this article.

1. Click Report Wizard

Click Report Wizard
  1. On the Icon Bar click the Add button.
  2. Click Report to expand the menu, then click Report Wizard.

2. Select Category and Type

  1. Select a type and category for your report. See the article What does the Type tab do? for more information about this step.
  2. Click Continue.

3. Set Report Definitions

  • Set the criteria for the data source for your report. You can limit data by selecting a specific portfolio, location(s) in the Work Tree or individual work types. See the article What does the Definition tab do? for more information about this step.

4. Add Row Numbers

  1. On the Columns tab, click User defined to expand the section.
  2. From the Column types drop-down menu, select Row number.
  3. Click the green plus symbol.

5. Enter Column Name

  1. In the Name field, enter a name for the column.
  2. Click Save.

6. Customize Column Layout

  • On the Layout tab, drag the newly added Row Number column to the top of the columns list.

7. Preview Report

  • Click the Preview link to preview the report with the Row Number column.

8. View Tutorial Video

  • View a short informational video about how to add a row number column to your Report Wizard report.


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