Editing Reports

Set up your reports to display the periods, data, and format desired

Reports allow you to customize your report to meet your exact needs. You can choose the time ranges, data elements, sources and format that best suits your preferences. This article contains a detailed overview of each area of customization within reports. 

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		Refresh the report on the screen to reflect any changes made to the underlying data. This is a convenient feature as it saves time compared to refreshing the entire browser window. Additionally, using this button does not erase any settings you have not yet saved.  Export the report you are viewing to Excel or Google Sheet. Expand and Collapse report rows in bulk. Reset Row Expansion to the initial row settings. Auto Size Columns to fit the data in the report.
		Make a comment at the report level
		Modify font style, font color and colors Format decimals, display of negatives, magnitude, favorable/unfavorable variances, symbol placement and error display
		Customize Report Column Headers Manage Multi-Column Groups Set the Report Range Show Dates By months, quarters, years, or totals. Filter by Department when applicable Enable a notes column for line level notes Choose up to 3 sources of data Enable variance calculations (# and/or %)
		Add, remove & hide rows from the report  The type of report section added will determine the rows of the report - the selections available in Edit Rows will vary based on the report section type Click here for an overview of edit rows for the Executive Summary and Custom report types elements
		Edit report elements in bulk Configure footers for PDF exports with page numbers, text content and sources
		Add a text commentary to the financial results displayed in the report.
		Add tiles from the Dashboard area to the report to visually represent key data.

Report Column Headers Customization (related to Section) where

• Headers can be shown or hidden via an on/off switch
  
  • The Date Header cannot be turned off
• Headers can be ordered manually by dragging and dropping from the default order, which is:
  • Source
  • Date
  • Actuals | Forecast indicator (turned off by default)
• Headers can be merged when applicable

See more details under the Report Column Customization Help Center article.

Report Multi-Column Groups Customization (related to Section) where

• New Report Groups can be created
• Report Groups can be managed through the following actions:
  • Renamee
  • Clone
  • Delete
  • Move Right / Left

See more details under the Customize Report Multi-Column Groups Help Center article.