- From Financial Reports module > click on Financial Report Builder menu.
- From a new Report Builder record
- In the Report Builder search click on New
- The new Row Builder screen will be opened. Enter a Report Name
- Click on Column field label
- From an existing Report Builder record
- In the Report Builder search select report/s by checking checkbox before it and click Open. Or you can also double-click on the selected record.
- The Report Builder screen will be opened showing the selected report. Click on Column field label
- The Column Designer screen will be opened showing the assigned Column Designer record.
- Click New in the Column Designer screen.
- From a new Report Builder record
- This will open a blank Column Designer screen.
- Enter Column Name and Description.
- Add and configure columns in the grid section.
- See Grid section of the screen for guide on how to work with grid section controls.
- See How to Configure a column to show you how to setup rows based on the information you like to show on report.
- Save the record. You can click Save or use the shortcut key Ctrl+S. In case you miss to save it and you click the Close or the x button at the top right corner of the screen or use the shortcut key Alt+X or Esc , i21 will prompt you if you would like to save it before closing the screen.
Overview
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