Why the columns matter

The columns are what make a data view yours. Two views of the same form can look completely different: one a quick status board with six columns, the other a full data dump for an analyst. Both are right — for different readers.

Before you start ticking fields, it helps to picture the finished table: who reads it, what they look up first, and what they never need. Then the choices in step 3 of the wizard (Select Data Fields) become easy:

  • Which data module the field comes from — the case, the site, the form, the tasks…

  • Which value goes in the cell when there could be several — the latest answer, the most common, a count.

  • What the column is called and where it sits, which you settle in step 4 (Organize Columns).

This guide takes those three in turn.