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For most standard reports of the system, developers have implemented the ability to set fields by which data in the report will be grouped. Predefined groupings are available to the user in the Quick Settings panel:

In the default "Group by" section user may select attributes which that would be used for groupping group data in the report and aslo the user may set the order of grouppings groups (move them using the up and down arrows .

Grouping of data in the report by selected fields will be applied in the order in which they are located in the Group by section.

In case when user need If the user needs to add additional grouppings in report - he may use Change report Variant option (menu More Actions - Change Report variant):

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For making setting about groupping it is needed to open Groupping Fields tab and due to report groupings to a report, they can use the Change Report Variant option found under the More Actions menu.

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To adjust grouping settings, open the Grouping Fields tab. Depending on the report's structure level (upper area) it is possible to add/change grouppings, you can add or change groupings.


For example, in the inventory balance report you need if you want to add a grouping by the folder in which the item is located .How this can be done in the systeminventory balance report, follow these steps:

Open Change report variant on Groupping fields the Change Report Variant and navigate to the Grouping Fields tab.

As we can understand - this groupping should be used upper than Item - so we need to highlight upper level than Since this grouping should be at a level above Item (in the Balance of Inventory - it is report, this would be the Warehouse level) and push Add - new groupping, select the level above Item and click Add to introduce the new grouping.

On groupping fields tab  it is possible to edit new groupping and select type of groupping - the Grouping Fields tab, you can edit a new grouping and choose its type: Elements, Hierarchy, or Hierarchy only:Only.

Please note Note that when you add a new report grouping is added, it appears not only will appear on both the Grouping Fields tab , but also in and the Report structure. And user may edit it in both areasStructure. You can edit the grouping in either area.

After saving the described settingschanges, the report will be generated as follows: in report form include the new grouping (e.g., Item.Folder was added and it was also added into Group by section on ) and this grouping will also be available in the Group By section of the Quick Settings panel.

The user can save their settings as anew report variant for later use.

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