Write, Bureaucrats, Administrators
2,725
edits
Difference between revisions of "Editing the layout of reports"
Editing the layout of reports (view source)
Revision as of 17:32, 19 October 2017
, 17:32, 19 October 2017no edit summary
| Line 3: | Line 3: | ||
[[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] | [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] | ||
[[Reports]] in BudgetLink may contain more columns than required. Users have the ability to edit the layout of these reports to determine which columns will be included in the report. This is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''. | [[Reports]] in BudgetLink may contain more columns and rows than required. Users have the ability to edit the layout of these reports to determine which columns and rows will be included in the report. This is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''. | ||
Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. | Most report layouts are broken into 3 different categories of columns: Major Columns, Minor Columns and Advanced Columns. Rows on the other hand vary greatly from report to report. | ||
=== Major Columns === | === Major Columns === | ||
| Line 26: | Line 26: | ||
# Click the '''Layout''' button; | # Click the '''Layout''' button; | ||
# In the | # In the '''Edit Layout''' dialog box that appears, select an Item from the list on the left-hand side; | ||
# Select or deselect the values or columns to include; | # Select or deselect the values or columns to include; | ||
# Repeat the process for each item on the list on the left-hand side, if required; | |||
# Click OK. | # Click OK. | ||
Your report will be refreshed to include only the selected columns. | Your report will be refreshed to include only the selected columns and rows. | ||
== Notes == | == Notes == | ||
| Line 36: | Line 37: | ||
* Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. | * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. | ||
* The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. | * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. | ||
* The ability of select rows was added in BudgetLink from October 2017. | |||
== Related Links == | == Related Links == | ||
* [[Update Report Template]] | * [[Update Report Template]] | ||
* [[Customising Reports]] | * [[Customising Reports]] | ||