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Grouping data

Reports are only useful if they can be interpreted quickly and accurately. It is both cumbersome and error-prone to be forced to scroll through hundreds of records looking for certain data.

Advanced Reporting allows you to group report data on many different fields to see a breakdown by category.

In the figure below, the Advanced Reporting grid is displaying the All Records report.


In this case, the records are grouped by Date.  To create a grouping, drag the header into the gray bar.  It is possible to create multiple groupings.  For example, to group by company name inside the date grouping, drag the Description header onto the gray bar.  To un-group, drag the header from the bar to a position in the header row.

Selecting fields

The number of usable fields depends on your data.  Follow the steps below to select the specific fields you wish to view in a report.  These fields are retained in a user layout.

There are two ways to open the Field Chooser.  One method is to click the Reporting5 button the toolbar.



Filtering data

Immediately below the column headers is the filter row.  Each field in the report can have its own filter.  Select the type of filter for the field and then enter the filter text into the appropriate box.  

Selecting Type of Filter

For each field you want to filter, click the corresponding AR - Equals button button.  This will display the filter choices.

For numerical filtering, your options are:

Advanced Reporting - Filter Numerical

Note: The comparisons are based on the sign of the data.  For example, if you want to see issued checks larger than $10,000 and all issued checks have negative signs, create a filter of "Less than" and enter -$10,000 as the amount.

For textual filtering, your options are all the above, plus:

Advanced Reporting - Filter Alpha 1

Textual comparisons use simple text searches for the filter text, with the exception of "Matches Regular Expression" which uses regular expressions to create matches.  Regular expressions, while powerful, create an extra layer of complexity and normally are not needed for basic text filtering.

Entering Filter Data

In the text box next to the filter type button, enter your filter criteria.  As you type, the data in the report will be filtered automatically.

Summarizing Data

Advanced Reporting also provides the ability to create data summaries for any fields you wish. The summary information available is:

Count (number of records)





These summaries are stored as a part of user layouts and can be exported with the report data if you wish to retain them.

To turn on summaries, select View from the main menu, then Enable Summary.  A Advanced Reporting - Summary Sigma will be displayed in each field.  To enable summary information for a field, click the Advanced Reporting - Summary Sigma in the field header.

The Select Summaries box will be displayed.  Below is the box for the Amount field.  All other fields have Count, Maximum, and Minimum available.


To turn on a summary value, enable the check-box.  When finished, click OK.  

The summary information will be displayed after the last row of report data.  

Advanced Reporting - Summary information for Amount

To turn off summaries, select View from the main menu, then Disable Summaries.  Summaries are stored as a part of the user layout.  Summaries are automatically disabled when you switch reports.  

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