---
title: "3. Field Selection"
slug: "3-field-selection"
updated: 2024-01-26T18:51:23Z
published: 2024-01-26T18:51:23Z
canonical: "wiki.cobblestonesoftware.com/3-field-selection"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 3. Field Selection

### **3. Field Selection**

**Ad-Hoc Report Wizard: Field Selection**

The next step in the wizard is used to specify/select what fields from the table(s) selected in step 2 are used for this report.

**Selecting Fields**

1. If building a new report, the **Ad-Hoc Report Manager: Field Selection** page displays If editing an existing report, on the side menu, Click **Field Selection**.

2. The **Ad-Hoc Report manager: Field Selection** screen displays. First select the table from which to select fields. All tables selected on the **Tables** screen are available. Open the Select Table to Manage pick-list and select a table. From this page, fields are assigned to the report, either to use them as column headers and/or to build a search/filter around them. Click **Click to Add Field** to begin adding fields to the Report.

![Ad-Hoc Report Manager: Field Selection Tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Field%20Selection%20Overview.png)

3. A pop-up window displays. Select the field from the available pick-list. The **Field Display Name** is populated automatically. Edit it as necessary.

![Add Field Modal Window](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3.-field-selection-image-4rcaft8i.png)

4. Mark or remove the mark for the options as necessary:

**Show on Report**: If checked off will cause the selected field to be displayed as a Column on the final Report. Can be unchecked to include a field in Filters/Conditions without having it be a Column.

**Allow Editing of this field**: If **Allow Field Editing** was enabled in Step 1, this will enable editing of the selected field on any Records that appear in the final Report that the User has Edit permissions for.

**Add Multiple Fields**: If marked, the Add Field popup window is stopped from closing after adding a field and allows multiple fields from the same table to be added back to back.

5. Click **Add Field**.

6. Information for fields added to the Report is displayed as each field is added. Click **Manage Field** to adjust settings for each.

7. Select a new table and repeat for fields on other tables.

**Note:** If working with a DB View as a parent "table", Mark **Set as Reference** for VendorID name or EmployeeID to apply a filter and only show records assigned to that counterparty or employee as applicable.

![Manage Field Button on Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Manage%20Field.png)

![Updating Field Window](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(147).png)