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 Analysis, Reports, after you add a new report and enter basic details, select Parameters.

   Tip: When you edit an existing report, parameters automatically display.

2. Under Headings, enter a title and subtitle, and specify the header alignment and format when printing.

3. Under General, select the chart template and level to use.

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, use Show distribution by to break down each account's distributions by project, class, grant, or other details.

   • For some reports, use Report format to choose which account details to display, such as balances, total debits and credits, or net balances for the period and 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 displays, specify statement criteria. If Change in fund balance section format displays, choose your preferences.

8. Under Sort, Sort and break or Transaction sort and break, add, edit, and delete fields on the report.

   You can also manually drag and drop fields up and down using the row anchor. If you have the option to Sort and break, 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 as necessary.

1. When you add or edit a report, select Content.

2. Select Edit columns.

3. From here, you can edit existing columns or add new ones.

   From a column's menu, you can duplicate, insert before or after, move columns up or down (or quickly to the top of the list), or delete. You can also manually drag and drop columns in the order you prefer.

4. Choose whether or not to hide the column (hidden columns are not exported).

5. Determine whether a column is a descriptor or an amount.

   If you select "amount," build a formula for that column. Select Insert variable to open a list of available fields, including other columns in the report, then select Add to definition to insert one into your formula. To calculate a variance, insert the GetFavorableUnfavorable or GetPercentVariance function, then select the two columns to compare. Use the +, -, *, /, (, and ) operators to complete the formula, then select Validate to check it.

6. Under Filters, enter the date or date range to include in the column. Add more filters as needed.

   Filter based on selected criteria such as accounts, classes, and journals. For example, you can include only accounts within a certain range. Accounts that are not within the range are excluded from the column.

7. Under Layout, specify the column heading and width, number format, and decimal places.

8. Select Save.

Multiple Column Headings

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

1. When you add or edit a report, select Content.

2. Under Multiple Column Headings, add new headings, then specify the start and end column order as well as alignment.

3. Select Done.

   Edit or add new ones as needed.

Save Copy of Report Parameters

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

1. When editing a report, 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.