Setting Field Selection

Published on February 12, 2016
  1. Set fields on the report.
    1. Click the Select Fields button to add fields to the report.
    2. Check the boxes next to the fields to appear on the report.
    3. Click the Save button.
  2. Once fields have be set, the appearance of those fields can be adjusted.
    1. Highlight fields in order to adjust the appearance of that field.
    2. Click the Up or Down buttons to change the order of the highlighted field.  The top to bottom order of the fields on this page will be the left to right order seen on the reports.
    3. Each field has two lines of headings. Type any changes to Heading 1 andHeading 2 in order to change a fields heading.
    4. The Length option can truncate fields length.  This should only be used on text fields.  Truncating numbers will cause “?????” to appear instead of an actual number.
    5. Account number elements have a Display option as well which determines if the actual account number will display or a description of the account number.
    6. Numbers have additional options as well.  The Format field on this page will give a preview of how a number will display based on your choices.
      1. The Sign option determines how negative amounts will be displayed.
      2. Click the left or right arrows next to the Year option to change the fiscal year.
      3. Keep the Edited option checked in order for commas to be used in the number format.
      4. Check the box next to Whole Number in order to round to a whole number.

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