---
title: "Editing, Saving and Viewing Pivot Reports"
slug: "editing-saving-and-viewing-pivot-reports"
updated: 2024-10-17T09:14:44Z
published: 2024-10-17T09:14:44Z
canonical: "docs.avontus.com/editing-saving-and-viewing-pivot-reports"
---

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

# Editing, Saving and Viewing Pivot Reports

Customizing (editing) pivot report layouts includes: reordering fields (see[](/docs/editing-saving-and-viewing-pivot-reports#)[*Create a Total Calculated Average Cost Report*](/v1/docs/example-creating-a-total-calculated-average-cost-report) for examples), filtering, adding fields and/or [adding an expression](/v1/docs/new-adding-a-simple-expression-to-a-pivot-report).

You can save, restore and further edit edited pivot report layouts.

## Customizing a Pivot Report

You can customize pivot reports to show the data you need the way you need it and save the layouts for future use.

The procedures below show you how to filter, remove and reorder columns, and provide a total for your desired data. Specifically you will customize the Scaffold Tag Pivot report to show Purchase Order, Work Order, Parent Job Site, Tag, Actual Build (in that order) and Piece count for on-rent items only.

> **Note:** To see an example of pivot report customization, refer to [*Example: Creating a Total Calculated Average Cost Report*](/v1/docs/example-creating-a-total-calculated-average-cost-report).

To customize a pivot report:

1. Click the appropriate Branch Office or Job Site.
2. Click the **Scaffold Register** tab.
3. Click the **Reports** dropdown and select **Scaffold Pivot**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/Scaffold%20pivot(1).gif)

The *Scaffold Pivot* appears.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-X2GP8QL9.png)
4. Click the **Status** field and drag it up to the list of available fields, to remove it from the body of the report.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/drag%20status.gif)
5. Click the **Filter** button (upper right corner of status field)
6. Click **On Rent** (to put a check in it), then click **Close**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/on%20rent.gif)

The body of the pivot adjusts and Quantify removes the tags in statuses other than On Rent.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-04QT8WTY.png)
7. Click the **PO** field and drag it to the left of the **Tag** field.
8. Click the **Work Order** field and drag it to the left of the **Tag** field.
9. Click the **Parent Job Site** field and drag it to the left of the **Tag** field.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/click%20and%20drag.gif)
10. Click any fields you don’t need and drag them up to the list of available fields to remove them from the body of the report:
  - Parent Job Number
  - Planned Build
  - Planned Dismantle
  - Actual Dismantle
11. Click the **Pieces** field and drag it to the **Grand Total** section.

> **Note:** You can click and drag multiple fields to this location in order to provide totals for multiple items. Refer to [*Create a Total Calculated Average Cost Report*](/wiki/spaces/ADH/pages/2240876013/Example%3A+Creating+a+Total+Calculated+Average+Cost+Report)for an example.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/pieces.gif)

The end result looks like this:

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-JSXTM5Y0.png)

The report when print previewed looks like this:

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-8AZAUZ58.png)

## Saving a Customized Pivot Report Layout

Quantify enables you to save your customized pivot report layout for future use.

To save a customized pivot report layout*:*

1. Access the appropriate pivot report.
2. Customize the layout as desired. (Refer to Customizing a Pivot Report above.)
3. Click the **Save Pivot Layout** button at the top of the pivot grid window. The *Layout Name* dialog appears.
4. In the **Name** text field and enter a name for the layout .
5. Click **OK**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/new%20layout.gif)

Quantify saves the layout to a named pivot layout. If you change the layout and want to save it under the same name you assigned above, click the **Save Changes to the Layout** button before exiting. Alternatively, you can save the modified layout under a different name.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-FCD0VM8W.png)

## Adding a Field to a Pivot Report

You can add additional fields to a pivot grid. The available fields will vary by pivot report.

> **Note:** For a description of the pivot grid areas and field types, refer to the *Pivot Grid Areas and Fields* section of [*About Pivot Reports*](/wiki/spaces/ADH/pages/2240875948/About+Pivot+Reports).

To add a field to a pivot report:

1. Click **Fields**, in the top of the pivot report dialog. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/85bed8db-82d4-48c2-9b92-12c52298819f.png) The **PivotGrid Field List** appears. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/3458f7e2-8f3a-4762-98ff-65fa838518b4.png)
2. Add a field in one of the following ways. **Click and Drag**
  1. Click the appropriate field and drag it to the pivot grid area of your choice. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/5dcf67ae-87d7-4565-9996-e4065c7c9b86.png)

**Button Configuration**

1. Click the field you want to add
2. Click the **Add To** dropdown and select the appropriate area on the dialog to add the new field.

> **Note:** Available areas will vary depending on the field you want to add.
3. Click **Add to Filter Area** **![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/cd3f9a8f-1aaa-440d-8f5b-b36bf3765be0.png)**

If you change your mind and want to remove a field you added to the pivot grid, click the field and drag it back to the **PivotGrid Field List**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/d8a5644f-be7d-47d8-a523-bb181b93e2f0.png)