Configure Pivot Tables

Ad Hoc Reporting Guide

Version
R2025.2.1
ft:lastEdition
2025-12-01
Configure Pivot Tables

Before You Begin: Pivot tables aren’t compatible with V1 reports and can't be configured for reports with fewer than three columns or reports that have grouping or totals applied. If you open a report that doesn't support pivots, the Pivot button isn’t displayed. You can enable pivots for a non-V1 report by removing all grouping and totals.

To configure a pivot table for a report:

  1. In Reporting and Analytics > Reporting > Reports select the report, then click Edit
  2. Click More, then Pivot in the drop-down list.
  3. Select a field in the Pivot Row drop-down list. The values for the field that you select become the rows of the pivot table. A field must be included as a column in the report to be used in a pivot table.
  4. Select a field in the Pivot Column drop-down list. The values of the field that you select become the columns of the pivot table. A field must be included as a column in the report to be used in a pivot table.
  5. Select up to four values that you want to display in the pivot, and select the aggregations for the values. Fields must be included as a column in the report to be used in a pivot table.
  6. Click Apply.
  7. (Optional) Click Layout and in the Report Type drop-down list, select Pivot table and click Apply. If you do this, running the report will generate the pivot table by default.
  8. Click Save.

After you've configured the pivot table, you can preview it to make sure you have set it up correctly, and then generate it. See the following topics for more information: