Report Settings

Report Settings

Report settings is used to make changes or alter the report as per our desire. Through report settings, we can do the following

 

1) Enable and disable columns which need to be displayed

2) Sort the columns

3) Group the columns

4) Obtain the sum of values of the column

 

1) To enable and disable the columns

 

Step 1 : Go to Report -> Select the desired report

 

 

Step 2 : Load the report and apply the necessary filter conditions like Date, Location and click on Apply

 


Step 3 : After Filtering, the report will be loaded. Click on report settings icon shown in the left panel -> Display -> Type the column name which need to be enable/ disable. Mark the column and after making the changes, click on apply.

 

 

The consolidated report according to the applied report settings will appear.

 

 

 

Rearranging of columns

 

The columns in the report can be rearranged by per requirement. To do that

 

  • Choose the required report and load the details with the date range and location

  • Click on the column that has to be rearranged

For eg. The GST and Tax columns have to be interchanged

 

 

  • Click on the GST column and using the mouse move the column to the Tax column. There will be two down arrows which help to do that

  • Move the columns and there will be a message that the settings are saved successfully

 

The columns are interchanged as below

 

 

 

Changing the column Name

 

The column names in the report can be changed as per requirement

  • Go to Report->Report Settings. Click on the Settings icon

  • Choose the column name that has to be changed

  • Click on the Pencil icon to edit the name and click the Tick mark

  • The name will be changed and save the information


Note: In the case the default name has to be restored, click on Reset to Default name and the column names will be set to default names

 

 

 

Computing Data

 

The data extracted from the reports can be computed into the total fields. To compute data

  • Go to Report->Choose the desired report with the date range and location

  • Go to Settings and choose Computation data from below

  • Choose the columns required for computing the data by enabling or disabling the columns

  • Click on save and the Totals for the chosen columns will be calculated

 

 

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