For most standard reports of the system, developers reports 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):
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.
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 to To add a grouping by the folder in which to the item is located.How this can be done in the system:
Open Change report variant on Groupping fields tab.
As we can understand - this groupping should be used upper than Item - so we need to highlight upper level than Item (in Balance of Inventory - it is Warehouse level) and push Add - new groupping.
On groupping fields tab it is possible to edit new groupping and select type of groupping - Elements, Hierarchy, Hierarchy only:
Please note that when you add a new report grouping, it appears not only on the Grouping Fields tab, but also in the Report structure. And user may edit it in both areas.
After saving the described settings, the report will be generated as follows: in report form Item.Folder was added and it was also added into Group by section on Quick Settings panel.
, in the report Balance of Inventory (By warehouse) report, do the below steps-
Open the Change Report Variant and navigate to the Grouping Fields tab.
Select the Add button in the top panel of the screen, and then choose the new grouping option (To keep it above the item level, select the higher level field and click Add)
On the Grouping Fields tab, you can edit a new grouping and choose its type: Elements, Hierarchy, or Hierarchy Only.
Note: When a new report grouping is added, it will show up in both the Grouping Fields tab and the Report Structure. You can modify the grouping in either section.
Once you save the changes, the report will incorporate the new grouping (e.g., Item. Folder), and this grouping will also appear 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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