Design Layout
The first step with Report Wizard is to choose which ChartFields and other filters to include on your report and where they should appear. Select the filters from the Available list on the left of the form 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 should be easy to change. For example, if you need to be able to run the report for different departments then add the Department ChartField to the Report Filters area.
Note: The Fiscal Year and Accounting Period are locked in this area and can’t be removed. They will default to the current Year and Period and can be adjusted once the report is created. |
Column Filters | The Column Filters show across the top of the report as the header to each Column that you add. For example, if you wanted to compare the Expenses for multiple Departments on the same report, you could add the Departments to the Column Filters area. The Report Wizard Columns allow you to choose from predefined templates that include fiscal year, accounting period, ledger, balance type and currency fields. These templates can be individually created in the ‘Manage Criteria Templates’ form or uploaded using the provided Excel workbook and database script.
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 Account to the Row Filter area. |