Adding Columns

Owned by Julie Leake (Unlicensed)
Last updated: Jul 05, 2019 by mhigginbotham (Unlicensed)

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).

The following reports are user-configurable:

  • Management - Flash Recap
  • Other - Line Detail Report
  • Other - Room Trends Report

After you have configured the columns, you have several choices:

  • 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)

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

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

Columns          

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—Re-arrange the order of the columns by moving them up or down or deleting them.

Adding a Column(s)

To add a column:

  1. Enter a Title for the column.
  2. Select a Type if appropriate.
  3. Click on a line in the Line list.
  4. Select a Cell.
  5. Select a Format.
  6. Click the Add button. The line you just configured appears in the Columns table.
  7. Repeat Steps 1-6 for each column you wish to display on this report.
  8. Save your configuration as a View if you wish to run this report with different configurations.