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Difference between revisions of "Editing the layout of reports"
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Editing the layout of reports (view source)
Revision as of 19:52, 19 August 2013
, 19:52, 19 August 2013no edit summary
(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. | 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 == | ||