Viewing reports in table view

Viewing reports in a table view allows you to modify the information that’s visible on your report.

To view a report in table view:

1. Click the Report Console icon or select Report Console from the Reports menu.
2. Select the report you want to view from the menu panel.
3. Select the appropriate options from the options panel.
4. Click Table View. The report information will display in a grid.

Using the toolbar

The toolbar displays the following options:

• Print – Select this to print the report.
• Export to Excel – Select this to export the current report to Microsoft Excel.
Note: You need Microsoft Excel installed on your computer to use this feature.
• Show/Hide Columns - Select this to display the Columns dialogue box.
Note: You can customize the grid by hiding columns you don’t want to see. Clear the check boxes for the columns you want to hide and click OK.
• Collapse/Expand - Click to expand items that have a + sign beside them; click it again to collapse them.
• Zoom – Click – or + to zoom in and out. You can also use the zoom pan to change the zoom level.
• Group By – This allows you to sort the information based on the selected reports’ criteria.
• Column Headers - Click a column header to sort the grid information in ascending or descending order based on that column. 

Using the functions

You can now complete the following calculations by right-clicking on the totals and selecting one of the following functions:

• Sum – Displays the sum of lines in the section.
• Min –  Displays the minimum number in the section.
• Max  –  Displays the maximum number in the section.
• Count  –  Displays the number of lines in the section.
• Average – Displays the average from within that section.

Note: When you choose a function, it’s applied to all the totals in the selected column.

Note: You can apply the functions to the grand total and to each section. 

By right-clicking on the grand total, you’ll be able to add a new summary line for the Sum, Min, Max andCount.

To clear the Functions from the grand total, right-click on the grand total and select None or Clear Summary Items.

Using the custom filters

You can apply the following filters by right-clicking on the column headers:

• Sort Ascending – This sorts the information in numbered or lettered order (A to Z, 0 to 9). For dates and times, ascending means that earlier values will be listed before later ones (1/1/2014 will appear ahead of 1/1/2015).
• Sort Descending – This sorts the information in reverse numbered or lettered order (Z to A, 9 to 0). For dates and times, descending means that later values will be listed before earlier ones (1/1/2015 will appear ahead of 1/1/2014).
• Clear sorting – This removes the sort filter that you previously selected.
• Group by this Column – This groups the information by the selected column. 
• Remove this Column – This hides the column from the report. If you want to bring the column back, click Show/Hide Columns from the toolbar.
• Best Fit – This stretches or reduces the size of the column to best fit the information.
• Best Fit (all Columns) - This stretches or reduces the size of all columns to best fit the information.
• Filter Editor - You can use this to create a custom filter.
• Show Find Panel – This shows the Find Panel at the top of the Grid report. You can use the panel as a quick search tool by entering the key terms for what you’re looking for.
• Show Auto Filter Row – This shows the Auto Filter row. You can use it to select how you want to filter your report.

Note: You’ll also be able to reorganize the layout of the columns in your grid reports by dragging them around. The grid report will remember your desired settings.

You can also select one of the following filters by hovering over a column and left-clicking on the  icon. When you select a filter, the transactions that match the filter are displayed.

• By audit number - This lists all the audit numbers that you’ve used.
• By reference number - This lists all the reference numbers that you’ve used.
• By description - This lists all the descriptions that you’ve used.
• By date - This gives you the option to:
  • show all dates
  • filter by a specific date
  • show later this year
  • show later this month
  • show next week
  • show earlier this week
  • show last week
  • show earlier this month
  • show earlier this year
• By detail line type - This lists all of the detail line types used (A-, A+, BK, C-, C+ CP, D-, D+, etc.)
• By account number - This lists all the account numbers that you’ve used.
• By account - This lists all the accounts that you’ve used by name.
• By memo – This lists all the memos that you’ve used.
• By contact - This lists all the contacts that you’ve used.
• By quantity - This lists all the quantity numbers you’ve used.
• By unit – This lists all the units that you’ve used.
• By debit – This lists the amounts under the Debit column.
• By credit – This lists the amounts under the Credit column.
• By GST amount - This lists GST amounts that you’ve used in transactions.
• By RST amount - This lists RST amounts that you’ve used in transactions.
• By GST used - This lists whether the GST was used or not. You can choose Yes or No in your filter.
• By RST used – This lists whether the RST was used or not. You can choose Yes or No in your filter.
• By GST Remittance - This displays the Remittance number on which the GST amount was remitted.
• By RST Remittance - This displays the Remittance number on which the RST amount was remitted.
• By Private Notes - This lists all the private notes that you’ve used.
• By Customer Notes - This lists all the customer notes that you’ve used.
• By date entered – Lists the date stamp of when the data was entered.

  Note: You can customize a filter by selecting Custom from the drop-down menu.

The selected filter appears at the bottom of your screen. To remove a filter, click X or deselect the check mark at the bottom left corner of your screen.

Last updated on October 29, 2014 by FCC AgExpert