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How do I modify existing Counts and Crosstabs formats?

  • March 4, 2026
  • 0 replies
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Happie Pingol
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Overview 

You may need to update an existing Counts and Crosstabs format to change the data being analyzed or how it's presented. 

 

Step 1: Access your existing format 

  1. Click on Report Manager from the main menu or from Sidebar 

  1. Navigate to "Counts and Crosstabs" and then "Counts and Crosstabs Formats" 

  1. Find the format you wish to modify in the list 

Step 2: Open the format for editing 

  1. Click on the format name to open its details 

  1. You will see the current configuration of the format 

Step 3: Make your changes 

  1. Update the name or description if needed 

  1. Modify the visibility settings if desired 

  1. Change the count settings (people, doors, mailboxes, or phones) if needed 

  1. Add, remove, or change the Row or Section (column) selections 

  1. Update the Options settings, such as showing percentages 

Step 4: Save your changes 

  1. Click "Save" under "Actions" to update the format 

  1. The updated preview will display below the configuration area 

  1. You can immediately run the modified format by clicking "Run" under "Actions" 

 

What else do you need help with? 

  • Understanding Counts and Crosstabs 
  • How do I create a Counts and Crosstabs format? 
  • How do I run a Counts and Crosstabs report? 
Happie at Bonterra

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