Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This is how Column Name row will look like when you follow the above steps.

Image RemovedImage Added

For the above row to work, the Column Designer > Caption field should be setup as well. The following will illustrate how to configure the Column Designer > Caption field to work with this row. There are a number of options to select from and each are detailed below.

...

The Column Name row will show the Column Name value (boxed in red) if Column Name is selected in the Caption field (highlighted in yellow).

Image RemovedImage Added

This is how Column Name row will look like on report based on the above configurations.
Image RemovedImage Added

Example 2. Specific Year is used for column header

The Column Name row will show specific year when Year is selected in the Caption field.  And the year it will show will be based on the Filter configurations (Start Offset and End Offset fields that is setup per fiscal year).

Image RemovedImage Added

Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.

Image RemovedImage Added 


This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Current Fiscal Year.

Image RemovedImage Added

Example 3. Short Month and Long Month is used for column header

The Column Name row will show specific month when Short Month and Long Month is selected in the Caption field.  And the month it will show will be based on the Filter configurations (Start Offset and End Offset fields in a monthly basis).

Image AddedImage Removed
Take note also that the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in December, the current month is December.

Image AddedImage Removed
This is how Column Name row will look like on report preview based on the above configuration. 

Image RemovedImage Added

Info

*Short Month will show the abbreviated month name while Long Month will show the full month name.

...



Example 5. Fiscal Start and Fiscal End is used for column header

The Column Name row will show specific date that is equivalent to the Fiscal Start date and Fiscal End date.

Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.

Image Added

Image Added

This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Fiscal Year.
Image Added

Example 6. Filter Type is used for column header


The Column Name row will show the date range based on Start and End Offset configuration of the column

Image Added

Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.

Image Added

This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Fiscal Year.
Image Added

You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this.

Expand
title16.1
The Column Name row is a row intended to show a column name on the first page of the report. This row type works with Column Designer > Caption field.
Follow these steps to add a Column Name row.
  1. From the Row Type section select Column Name and drag it to the grid area, in the position you want that row be added.
  2. Enter a value in the Row Name field. This value should be as descriptive as possible so it would be easy to read what row is that for. 
  3. All other fields are not anymore necessary so you can leave those out.

This is how Column Name row will look like when you follow the above steps.

Image Added

For the above row to work, the Column Designer > Caption field should be setup as well. The following will illustrate how to configure the Column Designer > Caption field to work with this row. There are a number of options to select from and each are detailed below.

Example 1. Column Name value is used for column header

The Column Name row will show the Column Name value (boxed in red) if Column Name is selected in the Caption field (highlighted in yellow).

Image Added

This is how Column Name row will look like on report based on the above configurations.
Image Added

Example 2. Specific Year is used for column header

The Column Name row will show specific year when Year is selected in the Caption field.  And the year it will show will be based on the Filter configurations (Start Offset and End Offset fields that is setup per fiscal year).

Image Added

Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.

Image Added 

Image Added
This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Current Fiscal Year.

Image Added

Example 3. Short Month and Long Month is used for column header

The Column Name row will show specific month when Short Month and Long Month is selected in the Caption field.  And the month it will show will be based on the Filter configurations (Start Offset and End Offset fields in a monthly basis).

Image Added
Take note also that the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in December, the current month is December.

Image Added
This is how Column Name row will look like on report preview based on the above configuration. 

Image Added

Info

*Short Month will show the abbreviated month name while Long Month will show the full month name.



Example 4. Month and Period Description is used for column header
 

The Column Name row will show specific month when Month and Period Description is selected in the Caption field.  And the month it will show will be based on the Filter configurations (Start Offset and End Offset fields - monthly basis in this example).

Image Added
The Month caption will show 2-digit value equivalent to the Filter configuration of the row. The first row in the Fiscal Year setup being 01.

Image Added

The Period Description caption will take the Period Name from the Fiscal Year screen, equivalent to the Filter configuration of the row.
Image Added

Take note also that the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in December, then current month is December.

Image Added

This is how Column Name row will look like on report preview based on the above configuration. 

Image Added

Image Added

Example 5. Fiscal Start and Fiscal End is used for column header

The Column Name row will show specific date that is equivalent to the Fiscal Start date and Fiscal End date.
Image Added

Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.

Image Modified

Image Modified

This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Fiscal Year.
Image Modified

Example 6. Filter Type is used for column header


The Column Name row will show the date range based on Start and End Offset configuration of the column

Image Modified

Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.

Image Modified

This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Fiscal Year.
Image Modified

You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this.

Expand
title15.3 and below
The Column Name row is a row intended to show a column name configured from the Column Designer.
Follow these steps to add a Description Title row.
  1. A new row will be available in the grid section. 
  2. The Description field can be blank.
  3. In the Row Type field, select Description Title.
  4. All other fields are not anymore necessary so you can leave those out.

This is how Description Title row will look like when you follow the above steps.


The following will illustrate how this row is being used and how it is configured to properly work with column designer. 

Example 1. Column Description value is used for column header

The Description Title row will show the Column Description value if Column Header is selected in the Caption field.

This is how Description Title row will look like on report based on the above configuration.

Example 2. Specific Year is used for column header

The Description Title row will show specific year when Year is selected in the Caption field.  And the year it will show will be based on the Filter Type configured.

Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/31/2015 date belongs.

 

This is how Description Title row will look like on report based on the above configuration. As shown, 2015 is the Current Fiscal Year.

Example 3. Short Month and Long Month is used for column header

The Description Title row will show specific month when Short Month and Long Month is selected in the Caption field.  And the month  it will show will be based on the Filter Type configured.


Take note also that the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in September, the current month is September.


This is how Description Title row will look like on report preview based on the above configuration. 



Example 4. Month and Period Description is used for column header
 

The Description Title row will show specific month when Month and Period Description is selected in the Caption field.  And the month it will show will be based on the Filter Type configured.


The Month caption will show 2-digit value equivalent to the Filter Type setup for the row. The first row in the Fiscal Year setup being 01.

The Period Description caption will take the Period Name in the Fiscal Year screen, equivalent to the Filter Type setup for the row.

Take note also that the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in April, then current month is April.

This is how Description title row will look like on report preview based on the above configuration. 



Example 5. Fiscal Start and Fiscal End is used for column header

The Description Title row will show specific date that is equivalent to the Fiscal Start date and Fiscal End date.

Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 09/11/2014 date belongs.



This is how Description Title row will look like on report based on the above configuration. As shown, 2015 is the Fiscal Year.


You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this.

...