Report order

Reports

In Connect, you can use the Report Order to (1) select the fields that will print on the report and (2) format the information that prints for each field. The Report Order tool usually appears on the Report Options tab. You need to add the fields that will print on the report to the Report Order tool. Then, you can format the manner in which the field contents are displayed on the printed report. Each option in the Report Order section is listed in this help topic in alphabetically.

Column

A report uses sections and columns to organize information. A section organizes data in horizontal blocks, while a column organizes data in vertical blocks. In this image, Column 1, Column 2, and Column 3 are examples of columns on a report. This is an example of a section on a report that contains three columns. Column 1 displays the account number. Column 2 displays the account title. And Column 3 displays the current year-to-date amount.

What do you want to do?

Add a column to the report. Double-click the column titled Column. Use the Selection form to move the fields that you wish to include on the report to the Selected Report Order Fields list. Click OK. The field name displays in the Report Order grid.
Remove a column from the report. Double-click the column titled Column. Use the Selection form to move the fields that you DO NOT wish to include on the report to the Available Report Order Fields list. Click OK. The field name does not display in the Report Order grid.
Change the display order. Double-click the column titled Column. The fields will print on the report as they appear in the Selected Report Order Fields list. Click to select a field name. The selected item is highlighted. Then, use the Move Up or Move Down buttons to change the printing order.

Sort

Use sort to put the fields in a certain place or rank. You can sort the values in a field in ascending (A-Z) or descending (Z-A) order. In addition, you can test the entire field or just a portion of the field.

Test

Use Test to define the option that you selected in the column labeled sort. You can test on account segments or number of digits. (A) Account, (D) Department, (F) Fund, (O) Object, (R) Revenue, and (S) Source are segments that you use in General Ledger to define an account number. While a digit is a placeholder that represents a single number. The number 2984 has four digits in it. The number 387 has three digits. You can use digits to determine how many digits in the selected value match the testing value.

First, change the Sort value to Ascend-Test or Descend-Test.

Use the Sort drop-down list to select Ascend-Test or Descend-Test.

Second, use the Test column to select the value to test.

Then, use the Test Entry form to select a test option. Use segment to test the account segment. Use digit to test a digit or digits in the field.

Third, select the portion of the field to test.

If you selected Segment as the Test value, use the Segment field to enter the number of segments to test. Example: The account is FF-AAAAA. If the Test value is Segment and the Segments field is 1, the report will test the first segment in the account number, or FF-AAAAA.

If you selected Digit as the Test value, use the Segment field to enter the number of digits to test in the testing value. Example: The customer number is 1.10101. If the Test value is Digit and the Digits field is 1, the report will test the first digit in the customer number, or 1.10101.

Title

A title is a descriptive name given to an account. For example, the account number is 01-10200 and the account title is Cash-Checking 1st State Bank.

Do you want to print the account title on the report?

Yes, print the account title. Click to select Title.
No, do not print the account title. Click to deselect Title.

Total

Use totals to sum the values in the report section.