Problem: How to add How can an additional column in be added to a standard report in the FirstBit ERP system.?
Solution: use change Utilize the "Change report variant" menu with Avaliable attributesAvailable Attributes.
In case when If a user needs to add additional include an extra column in a standard system report, he they should use select the menu option: More actions - Change report variant.
For example, the if the user needs wants to generate a report with where data is displayed by month - so that the data for , with each month is displayed 's data appearing in a separate column of the report, this approach will achieve that outcome.
In the opened window it is needed to make setting in Report Structure area. When user opens Change report variant - in Report Structure area there are hyerarcy structure of report by default, adjustments need to be made in the Report Structure section. When the user selects "Change report variant," the Report Structure area will display the default hierarchical structure of the report.
To add Monthly groupping monthly grouping columns user shoul make , the user should perform the following actions:fixing on
- Select the "Report" level and
...
- click "Add"
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- to insert a new table.
In the Report Structure area, the Table section will appear without any data :
After it it is needed to fill Next, the Rows section needs to be populated as it was in original Report (it might be done with two way - user may fix attributes above table and move it into table, or ahother way - user may select attributes again under Rows in Table):
And next step:
under Column section it is needed to add New groupping as on pictures below:
and choose needed period: Month, half year, week, day - as it is reqiured for userthe original report. This can be accomplished in two ways: the user can either assign attributes above the table and move them into the table or reselect the attributes under Rows in the Table section.
The next step is to add a new grouping under the Column section, as illustrated in the images below.
Then, select the desired period—Month, Half Year, Week, or Day—according to the user's requirements.
Before saving it , the user should be sure ensure that the Report structure contains following sectionStructure includes the following sections:
And also sort Additionally, sorting by Period. Months might may need to be added (in other way report can not show to ensure that the report displays months in chronological order). User can add sort on This can be accomplished by adding a sort order on the Sort tab located in the lower part of the Change report variant Report Variant window:.
After it, it should be saved by Afterward, save the changes by clicking the Complete button. New The new variant of the report will be generated in following wayas follows:
This setting is suitable works for standard configuration reports, such ascommon reports like:
Sales sectionSection:
- Sales by companies;Companies
- Sales by Items (Quantity and Amount based);
- Sales by Salesman;
- Sales by Customer Orders;
- Sales By by Projects;
- Gross Profit.
Purchasing Section:
- Purchases by Companies;
- Purchases by Items;
- Purchases by Purchase Orders;
- Purchases By by Projects.
Money:
- Cash
...
- Flow Analysis (in both Accounting
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- and Transaction Currency)
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Asset Management section:
- Statement of Depreciation
...
Summary: To summarize: to add a new column to a report table, you need to configure the structure of a standard report adjust the report's structure by adding a table (, as demonstrated shown in the example above). This setting is suitable method works for most standard system reports, with the exception of reports with an approved form (for which user settings and structure changes are limited by the developer).In case when user needs to use custom settings often, he can save new report variant and use it without making setting againreports but not for fixed reports where changes are restricted. If you frequently need custom settings, save the new report variant to avoid reconfiguring each time.
Thank you for being FirstBit customer! # Per month data # Period, month #Changes in report