Add or Remove Report Columns

Filter Report Data | Change Report Appearance | Modify a Report

This information applies to the Add or Remove Columns window, accessed when running or modifying a report.

Select columns to include in the report and set sorting and other options as follows. Select Save when done.

Columns

- Select the data columns to include on the report. A check mark indicates the selected columns.

- Detail reports include a second tab to select the detail fields included.

- On the report, columns are displayed in the order (from left to right) in which they appear in report options (from top to bottom). Drag and drop column names to place in the order you want.

- Column order can also be rearranged directly on the displayed report by dragging and dropping the column headers.

- Comparison reports and the Inventory Summary with Activity report have a split column selection box. Use the upper box to choose what you want to compare (vendors, departments, months, specific items, etc.) and the lower box to choose the comparison metrics (typically cost, price, sales amounts, or quantities).

Sort By

- Select the value by which you want the report data sorted. The sort determines how data is ordered and grouped on the report. For example, to see all data for a department grouped together, choose Department as the sort value. The sort column must be included in the report in order to sort by it.

- Select the Create subtotals for this field check box to add a subtotal line to the report each time the selected sort value changes.

- Report data can also be re-sorted once the report is ran and displayed by clicking the column headers.

Sort In

- Select to sort in A scending Order (AZ, 110) or D escending Order (ZA, 101).

Show

- Available only on certain Best/Worst, performance, and the Inventory Summary with Activity reports.

- On Best/Worst reports, select to view A ll Records or only the B est/Worst n Records (where n is a user-defined number). The available option here will depend on the Sort In method selected. This option can also be changed on a displayed report by clicking a column header related to the value used to rank the report (price, cost, margin, etc.) or by changing the number of records to be shown (on the report window toolbar) and then selecting the R efresh icon.

- On the Inventory Summary with Activity Report, select the checkboxes to include sales, receiving, and/or purchase order information.