For most standard reports of the system, reports have 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, To add a folder to the item, 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 a new report variant for later use.

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