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About Adding Columns

Many Revenue reports are user-configurable, which means that you determine what the report is called, what the column headers are, and what data is displayed on the report. By using the Save Report Views feature you can run a report with several different configurations without having to go through the configuration process for each report variation every time you wish to run the report(s).

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  • Run the report.
  • Save the configuration as a View
  • Edit the configuration (add/delete columns, re-order the columns, re-name the report, etc.) and either run the report or save the edited configuration as a new View.

Terms and Definitions

Add Column(s)

Allows you to specify which data is to be displayed in each column of the report.

  • Title. Allows you to assign a name to the column.
  • Type. Allows you to filter the list so you can narrow it down to specific line types/calculations or view all line types.
  • Line. Allows you to select which revenue lines and/or calculations you want included in the report.
  • Cell. Allows you to select the specific Cell Account you wish to display.
  • Format. Allows you to determine whether you want the data to be displayed as currency, an integer, a decimal or a percentage.

Columns          

Allows you to see at a glance, what data has been added to the report.

  • Title. Denotes the name that you assigned the column.
  • Data Description. Displays the Line/Calc and Cell that you specified.
  • Format. Displays the formatting selection(s) you made in the Add Column(s) configuration.
  • Action. Allows you to re-arrange the order of the columns by moving them up or down or deleting them.

Adding a Column(s)

To add a column:

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