Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • 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

OptionDescription

Add Column(s)

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

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

Columns          

Allows you to see Columns          

See at a glance, what data has been added to the report.

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

...