Problem: How can an additional column be added to a standard report in the FirstBit ERP system? 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.
If a user needs to include an extra column in a standard system report, they should select the menu option: More actions - Change report variant.
For example, if the user wants to generate a report where data is displayed by month, with each month's data appearing in a separate column, this approach will achieve that outcome.
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- Select the "Report" level and click "Add" to insert a new table.
- In the Report Structure area, the Table section will appear without any data :
- Next, the Rows section needs to be populated as it was in 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.
- 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, the user should ensure that the Report Structure includes the following sections:
Additionally, sorting by Period. Months may need needed to be added to ensure that the report displays months in chronological order. This can be accomplished by adding a sort order on the Sort tab located in the lower part of the Change Report Variant window.
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- Statement of Depreciation
Summary: To add a new column to a report table, adjust the report's structure by adding a table, as shown in the example. This method works for most standard reports 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