Report Parameters

Report parameters determine the details included in a report and how that information is displayed. You define parameters when you add or edit a report.

Parameters vary depending on the report you select. The following parameters are common, but the list isn't comprehensive. Some options may not appear for all reports. As you move through each one, select options and enter details to customize your info. You can always go back and update your parameters when needed.

Define report parameters

1. From the Reports list page, when you add a new report or edit an existing one select Parameters.

2. Under Headings, enter a title and subtitle, and specify the header alignment and format when printing. If you are editing a report, you can rename it by changing the Title.

   If you select to include the Organization name in header, the report uses the name set up for your database. To modify your organization name, in the top right corner of the page, select Database and then under Open database view, select Database options . To change the name, select Edit organization name.

3. Under General, select the chart template and level to use. For more information about chart templates, see Chart Organizer.

4. Under Content, further define your report's format and the details to include when printing.

   • You can add, edit, and delete columns, or add a new one. When you edit columns, you can further define column settings, such as column widths. 

   • For some reports, if you have Show distribution by you can decide whether you want to show distributions for each account, and if you do, by what you want the break down, such as project, class, or grant.

   • For some reports, if you have Report format, you can decide what you want to show for each account. For example, you can display the balance for each account, total debits and credits or net balance for period and year-to-date, or debit balance and credit balance for year-to-date.

5. Under Dates, select the dates you want to use to determine which transactions are included.

6. Under Filters, specify filters or add new ones. You can filter your report based on selected criteria such as accounts, classes, and journals. For example, you can include only the accounts within a certain range. Accounts that are not within the range are excluded from the report.

7. Under Format, select whether the report prints in Landscape or Portrait. If Statement body format appears, specify statement criteria. If Change in fund balance section format, select how to display changes.

8. Under Sort, Sort and break or Transaction sort and break, add, edit, and delete fields on the report. To add another sort, select Add another sort field. You can also manually drag and drop fields up and down using the row anchor . If you have the option to Sort and break, you can define when page breaks occur.

9. Under Number format, select how you want number and currency formats to appear in the report.

10. Under Footers, enter the text you want to appear at the end of the report as well as the text for each page.

11. Select Save.

Add a column

You can add, edit, and delete report columns from the Edit report parameters screen.

Tip: To edit, delete, copy, or move existing columns, select next to the column, and make your selection. Your choices include edit, copy all parameters, copy date parameters only, move up or down, and delete. You can also manually drag and drop columns up and down using the column row anchor .

1. From the Edit screen, select Add another column under Columns.

2. Under Copy settings, select the column settings you want to copy. The new column will have the same settings.

3. Under Definition, select "amount" or "description" for the column value type. If you select "amount," enter the calculations for that column. Select Validate to validate the expression.

4. Under Filters, enter the date or date range to include in the column. To add additional filters to the column, select Add a filter. You can filter the column based on selected criteria such as accounts, classes, and journals. For example, you can include only the accounts within a certain range. Accounts that are not within the range are excluded from the column.

5. Under Layout, specify the column heading and width, number format, and decimal places. If you select Hide this column on the report and export the report, hidden columns are not exported.

6. Select Save, or Save and new to add another column.

Multiple column headings

You can add a heading to cover more than one column.

Tip: To edit or delete existing columns, select next to the column, and make your selection. You can also manually drag and drop columns up and down using the column row anchor .

1. From the Edit screen, select Add another multiple column heading under Multiple column headings.

2. Enter the start column and end column for the heading to appear above, and specify alignment.

3. Select Save, or Save and new to add another column heading.

Save copy of report parameters

You may need to save a personal copy of the parameters to add security for future use.

1. From the Edit report screen, select Save as.

2. Enter the report name and description for the parameter file, and specify whether or not other users can run or modify the report.

3. Select Save.