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For cases when the user needs Problem: How to modify the existing report to display data every year/quarter/month/week etc

Solution: Utilize the "Change report variant" menu with Available Attributes

For example, if the user 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.For this setting it is needed to use Change report variant functional option:, 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

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• 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

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And next step:

under Column section it is needed to add New groupping as on pictures below:

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• the 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.

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• The next step is to add a new grouping under the Column section, as illustrated in the images below.

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• Then, select the desired period—Month, Half Year, Week, or Day—according to the user's requirements.

• Before saving

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• , the user should

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• ensure that the Report

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• Structure includes the following sections:

And also sort Additionally, sorting by Period. Months might needed 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:

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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

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• Flow Analysis (in both Accounting

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• and Transaction Currency)

Asset Management:

• Statement of Depreciation

This method works for most standard reports but not for fixed reports where changes are restricted. 

Thank you for being FirstBit customer!                     # Per month data # Period, month #Changes in report