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Customizing Fields, Rows, and Columns
Rearranging fields In most cases you can rearrange fields by dragging and dropping. You can change the field order, exchange row-area and column-area fields, and move fields among different areas. For example, you could drag a field from the filter ...
Right-Click Menus
Right-click on a column header Sort Ascending - Sorts the column data in ascending order. See Searching and Sorting. Sort Descending - Sorts the column data in descending order. See Searching and Sorting. Clear Sorting - Removes sorting from ...
Custom Tables
Custom Tables Occasionally you may find that your company’s database(s) are missing some information that would help your reporting and analysis. For example, perhaps you are doing multi-company reporting from your accounting platform, and the ...
Table Reports - Parameter Comparison Operators
How are Comparison Operators Used? Some reports, in addition to asking for parameter values, allows you to specify the type of comparison you want to use when selecting data records for your report. For example, you might have a general ledger report ...
Groups
You can create your own custom grouping functions to consolidate data as you please. For example, you might want to create special aging buckets for your accounts receivable. Or maybe you assign support resources based on the first letter or two of a ...