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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 that would be used for group data in the report and the user may set the order of 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.

If the user needs to add additional 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), you can add or change groupings.


For example, if you want to add a grouping by folder in which the item is located in the inventory balance report, follow these steps:

Open the Change Report Variant and navigate to the Grouping Fields tab.

Since this grouping should be at a level above Item (in the Balance of Inventory report, this would be the Warehouse level), select the level above Item and click Add to introduce the new grouping.

On the Grouping Fields tab, you can edit a new grouping and choose its type: Elements, Hierarchy, or Hierarchy Only.

Note that when a new report grouping is added, it will appear on both the Grouping Fields tab and the Report Structure. You can edit the grouping in either area.

After saving the changes, the report will include the new grouping (e.g., Item.Folder) and this grouping will also be available in the Group By section of the Quick Settings panel.

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

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