Add and update dynamic fields in a report

Dynamic fields require you to make selections — such as an input value, a key, or parameter values — before they are applied to a report. This article explains how to make and update those selections.

To learn about dynamic field types and what selections each requires, see Understand dynamic fields.

In this article:

• Add a dynamic field to a report
• Add a dynamic field as a filter
• Update a dynamic field in a report
• Update a dynamic field filter
• Need more support?

Add a dynamic field to a report

To add a dynamic field to a report:

1. Open a report
2. Select Edit
3. In the Available fields pane, select the dynamic field you want to add
4. In the popup window, make the required selections for the field (see Understand dynamic fields for what each field type requires)
5. Select OK

The field is added to the report using the values you selected. If the field display name includes the selected value, the column name in the report will reflect the selection.

To learn how to add fields to a report, see Add or remove fields from a report.

Add a dynamic field as a filter

To add a dynamic field as a filter:

1. Open a report
2. Select Add filter
3. Select the dynamic field you want to filter on
4. In the popup window, make the required selections for the field (see Understand dynamic fields for what each field type requires)
5. Select OK

The filter is applied using the values you selected. If the field display name includes the selected value, the filter label above the report updates to reflect it.

To learn how to add filters to a report, see Filter a report.

Update a dynamic field in the report

To update a dynamic field in the report:

1. Open the report
2. Select Edit
3. In the Selected fields pane, select the dynamic field you want to update
4. In the popup window, update your selections
5. Select OK

The report updates immediately to reflect the new selection.

To update a dynamic field filter

To update a dynamic field filter:

1. Open the report
2. Select the pencil icon next to the filter above the report
3. In the popup window, update your selections
4. Select OK

The report updates immediately to reflect the new selection.