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    Add ability to add column aliases for reports....

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    • ChristianS9906
      ChristianS9906 last edited by ChristianS9906

      It would be great if users could have the ability to specify alternate column headings to be displayed in reports, i.e., aliases that, if present, would be displayed as the column header for a given field.

      For example, clients often request that we send them reports of their docket data, but with column headers labeled in a certain way (for example, they want to see "XYZ Docket Number" instead of "ClientRef" or "OC Reference Number" instead of "AttorneyRef" or "Responsible Manager" instead of "ClientContact").

      Ideally, we'd just create a report for this information and then set up an autoschedule to send it to the client on a specified timeframe...except that we can't because we need to first send it to someone in our firm who manually replaces the column headers with the desired column headers.

      If this was implemented, I think it would be fine if those aliases are only shown in "Print" view, when the report is inserted into an email/form letter, and when the report is exported to PDF or CSV/Excel format. I don't see a strong need to see the aliases in the interactive GUI itself (although it might be nice).

      Can this be implemented? It would really make reports much more useful for communicating information to clients.

      Best,
      Christian

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      • gregg_appcoll
        gregg_appcoll last edited by

        Hi Christian,

        Thank you for the suggestion. We'll have to look into this and see what's involved for our developers. We hope this helps.

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