A new values report provides a look at all values in a selected field name. You can set selected field values. You can also create a query based on the report, and export the results.

Using a new values report you can:

• View all of the values in a field name
• Create a query based on the report field values
• Set values in a field (change the contents of one or more selected fields)
• Export the results
• Update a new values report

For example, a report on the address field 'State' might show Georgia, GA, Ga, and ga. These fields can all be set to GA without disturbing the other field data, such as DE, OH, and IN.

Create a new values report

1. Click the name of the database to create the report.
2. Click the Values tab.
3. Click New Values Report.
4. Enter the following information:
   1. Report Name.
   2. Field Choose a field from the drop-down list to select where you want to receive a report.
   3. Select the Case Insensitive check box, if you want to disable automatic query creation.
   4. Click Next.
5. Choose your Email Notification preference and click Submit.

A New Values Report is created and can be found in the Data Jobs area of your organization.

Note: Reports appear with field values in alphabetical order. Only the first 100 distinct values appear in the database.

View the new values report

Complete the following steps to view the new values report and the field values.

1. Click the report name. The New Values Report displays with the values for that field name displayed in a table.
2. From this display you can select individual field values, set the values, create a query, and export the results.

Update a new values report

Complete the following steps to update the new values report from the Values tab.

1. Select the check box next to the report name and click the Update icon. The Update Values Report dialog box displays.
2. Click Submit to start the data job. The report in the list shows updated results when the data job completes.

Export a new values report

Complete the following steps to export results from the new values report from the Values tab.

1. Click the report name. The New Values Report displays with the values for that field name displayed in a table.
2. Click the Export Results button just above the results table.
3. The Export form displays. Select CSV, TSV, or PIPE from the file format drop-down menu.
4. Click Next.
5. Choose your Email Notification preference and click Submit to process your data job.

To receive email notification when the job's status is complete, check the Email Notification box, and enter your email address. A Data Job ID number will be assigned.

You can check the status of the job at any time on Data Jobs.

Export files can be downloaded from Resources / Stored Files / Export Files / Private folder. Stored files are automatically deleted after 30 days.

Set field values in the new values report

Follow these steps to set the field values in the new values report.

1. Click the report name. The values report appears with the values for that field name that is displayed in a table. The field value column contains all the values for the chosen field.
2. Select the check box next to the field value you want to change, and then click the Set Values button.
3. In the Update value to text box, enter the new value and click the Submit button.
4. On the next page, verify that the changes are correct, then click the Submit button to finalize the change and submit the data job for processing. All the values that you selected change to the new value.

• Changing the field values in a query does not affect the field values in the parent list. If you recalculate a query that had the field values changed, the number of contact decreases by the number of contacts changed.
• Changing field values in a parent list (by using set field values, or through set values in a values report) changes the fields of a query so that the query stays up to date. To see a correct count, click Calculate.
• Set field values is not available on the list queries tab. Because queries are part of lists and not separate lists, you must first select the parent list and then choose a query.
• Changing field values in parent lists can cause inaccuracies in existing values reports.
• The option of 'Only contacts that are included in the following query:' is limited to classic queries.
• Setting a new value does not advance the modified date of the record that is being modified.

Clear fields values

You can clear all the field values in a field name by using Clear all values in Set Field Values.

1. Select the custom field to change.
2. Under Set Values For, select All contacts in the database.
3. Select Clear all values.
4. Click Next. A confirmation page displays.

Query field values in the new values report

Follow these steps to create a query based on field values in the new value report from the Values tab.

1. Click the report name. The Values Report displays with the values for that field name that is displayed in a table.
2. Select the check box next to the field values against which you want to create a query.
3. Click Target Segment.
4. Enter a query name, select a folder within which you save the results. You can also select the Calculate Query Size check box to display the number of recipients in the query.
5. Click Submit. If you selected the Calculate Query Size check box, the Calculate Query Size Data Job page appears where you can review your selections and choose whether to have results that are emailed to you.
   1. Click Submit to finalize the data job and submit for processing. You can choose to receive a confirmation, along with a Data Job ID for future reference.
   2. If you chose not to calculate the query size, you will be returned to the Database Summary page after you click Submit in step 5.
6. You can access the new query from the Queries tab of the parent list.