Difference between revisions of "Editing the layout of reports"

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(Created page with "== Overview == Reports in BudgetLink may contain more columns than required. BudgetLink has the capability to edit the layout of these reports to determine which columns will...")
 
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== Overview ==
== Overview ==


Reports in BudgetLink may contain more columns than required. BudgetLink has the capability to edit the layout of these reports to determine which columns will be included in the report.
Reports in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report.
 
Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns.
 
=== Major Columns ===
 
Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc.
 
=== Minor Columns ===
 
Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc.
 
=== Advanced Columns ===
 
Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget.


== How to edit the layout of reports ==
== How to edit the layout of reports ==
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* 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.


== Related Links ==
== Related Links ==
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