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Mapping Tool Process

The Mapping Tool allows you to map Categories into predefined Reporting Groups that are used by the default financial layouts.

 

The mappings and groupings performed here are saved within a grouping field in the first worksheet of your Microsoft Excel Workbook, named PrimaryGrouping, which can be used within Report Designer layouts. If you do not require the default report designer layouts to work correctly and intend to group your report’s rows using other grouping fields relevant to your company, this step can be skipped (cancelled) but will require you to build some Row Groupings manually.

 

Depending on how you plan to group your row reporting groups, the following procedures can be followed :