How to Add Missing Column to Report "Average Amount & Equity by Type"

If you need to add missing column to report "Average Amount & Equity by Type":


  1. Use the App Launcher to select the Marketing app

  2. Click the Reports tab

  3. If you see the report you're trying to fix ("Average Amount & Equity by Type"), click on its name to open it. If you don't see it, click on Created By Me near the top of the left-hand vertical menu and then you should see it and be able to click on it to open.

  4. When you see the report opened up, click on the Edit button (upper right)

  5. Then, on the drop-down, click the name of the column that was missing to add it

  6. If it's not showing up in the same position in the report as shown in the instructions, you can grab the column header & drag it over to where you want it and drop it

  7. If you need to add more columns, you can do that the same way but if you're adding Investment Amount or Equity Percentage you ALSO need to turn off Sum and turn on Average as shown in Step 87 and the screencap below it

  8. Be sure to click the Save button (upper right) when you're done.

  9. Re-grade by using the App Launcher to open the Grader App and follow instructions to run the scoring routine again and then be sure to reload the page to see the updated error list & grade certificate