Design Layout
The first step in the Report Wizard is to choose which account segments and other filters to include on your report and where they should appear. Select the filters from the available list on the left and use the Add button to add them to the relevant filter area on the right. You can add a maximum of three filters to the Column and Row Filter areas.
Area | Description |
---|---|
Report Filters | Use the Report Filter area for parameters that need to be easily changed in the report.
Note: The Year and Period Number are locked in this area and can’t be removed. They will default to the current year and period number, and can be adjusted once the report is created. |
Column Filters | The Column Filters show across the top of the report as the header for each column that you add. For example, if you want to compare the expenses for multiple departments on the same report, you would add the department segment to the Column Filters area. The Report Wizard columns allow you to choose from predefined templates that include year, period number, and balance type. Refer to Manage Criteria Templates for information on creating these templates.
Note: The Report Wizard Column is locked in this area and can’t be removed. |
Row Filters | Any fields added to the Row Filters will show down the left side of the report. For example, when creating an Income Statement type report, you would typically add the account segment to the Row Filter area. |