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Row Area

(What information do you want to see down the left hand side of the layout ?)

1. Before you can add rows into the Row area you need to select a Primary Row to Group by. The Primary Row Grouping is mandatory. An example of a primary row grouping is Financial Category, GLCategoryDescription, Account Group, Main Account.  Again this will differ for the Accounting or ERP application you are using..
2. You can add a further 2 levels of grouping to the row area if required.  In total there are 3 levels of grouping available in the row area.
3. You can now add your fields from the Rows Tab into the Rows area. For example: Sales, Cost of Sales, Income, Expenses. Or you can pull fields through from standard calculated row fields such as Gross Profit, Gross Profit %.  These standard calculated fields will ship with the Report Designer layouts but you are able to edit, add new or delete calculated fields.
4. Add Spacer button simply adds a space between fields in the row area. Spacers can be dragged and moved to neaten your report layout when delivered in Microsoft Excel.
5. Clear All buttons will clear all the Row fields from the Row area.