Click Finish to set the parameters and go to the next step.

28 © 2014 Epicor Software Corporation. All rights reserved.

Adjusting Columns on Reports

The Report Builder page provides tools to move, hide, and sort the data columns and other report properties. Decide how to arrange the columns on the report either when viewed on the screen or when printed. You cannot set up separate layouts for printing or online viewing. You must create a copy of the report and change the column arrangement, as needed.

Important: If you are adjusting columns from the Report Viewer, you are only changing the view of a report. To adjust columns on a report template, see Editing Report Templates.

When creating a new report, the system automatically displays the Sample Report Data tab after you finish scheduling the report while using the Report Wizard. This display gives you a more accurate view of the report you are about to generate with live data from your system.

Note: To access this page for a current report, select the report you want to view and use the Actions > Edit option.

To adjust columns on a report: 1. Do one of the following:

• If you are not on the Sample Report Data tab of the Report Wizard, from the Home page, click the Reports tab, select the check box for the report whose columns you want to arrange, and select Actions > Edit.

• If you are already in Edit mode, continue to step 2. 2. Rearrange or modify report, as needed.

Note: If your report has columns that extend off the screen, use the scroll bar at the bottom of the report columns to move left and right and access data that is not in the viewable area.

Use the Refresh button to re-display the report data if it does not automatically refresh.

To... Do this...

Add a column to the report In the Available Columns section, use the arrows to display the columns in the folders that are available, then drag and drop a column title to the body of the Sample Report Data tab or right-click the column name and click Add Column.

You can search on column data, if needed. If you are viewing your data using the Report Wizard, the search field displays over the Available

Columns area. After finding the column you want to add, press Enter to

add that column to the report.

Important: If you add a column to a report and that column has required properties, the system indicates that you need to review the Column

Properties tab. The system removes the indicator after you have viewed

To... Do this...

Move columns on the report

Click the header of the column you want to move, drag and drop the column to the right or left depending on the order in which you want the columns to display when viewed or printed.

You can also select the column and then use the Actions menu or right- click, and select Move Right or Move Left.

Delete a column from the report

Select the column you want to remove from the report, use the Actions menu or right-click, and select Remove the <column selected> Column. Rename a column (also

called a label)

Select the column you want to rename, and select Edit Label from the

Edit menu. You can also double-click the column name you want to

change and enter the new name.

For example, if you add the same data field to the report, but have a different formula applied to each column, you can name each one with specific names, such as changing Cost Code (COGS)-1 to Cost Code (COGS) 2.

Note: The -1 in the example above indicates that this is the second Cost Code (COGS) column on the report, not that it is Branch 1 in your

company.

Hide a column Select the column to which you want to hide, then from the Edit menu, select Hide Column.

Note: To unhide a column, click the Columns tab and re-select the check

box for the column you want to add back.

Add or edit a formula Select the column to which you want to apply a formula, then from the

Edit menu, select Insert a Formula.

Sort data numerically or alphabetically by a column

Select the column by which you want to sort, then from the Actions menu, select Sort/Toggle Sort.

Add a total or subtotal field at the bottom of a column

Select the column for which you want a total, then from the Actions menu, select Set/Unset Totals or Set/Unset Subtotals-By. You can also right-click and select Set Total or Set Subtotals-By.

If you apply a total to a percent column, such as GP%, the system totals the numbers, not the values, for that column. To attain a true percentage total, you need to export the report and use Excel to total manually. Totals added to a formula column, even if they contain a percentage, will calculate correctly.

Note: By default some columns have the Set/Unset Totals feature set,

such as the Total Sales Amt. A sum symbol (Σ) displays in the field below the column title. You can remove the calculation, if needed, using the same steps above.

30 © 2014 Epicor Software Corporation. All rights reserved.

To... Do this...

Modify how the text looks in a column

Note: Changing text with

these options updates both the online display of the report and the printed output.

Select the column that you want to change, then from the Edit > Data

Format menu, select the option you want to use:

• Style - Change the text to bold or italic. Or align the text to one side of the column, such as right-justified for columns displaying prices.

Note: If you use italics, you may effect the layout or column width you

have set.

• Date - Indicate how you want dates to display on the report. For example if you need more room for other data, you may choose to truncate a date, such as 1/1/09 rather than January 1, 2009.

Eclipse Reports supports variable dating.

• Currency - Select how you want large numbers, and negative numbers to display.

suppress column data 1. Display the Report Viewer page.

2. Click the heading of the column you want to suppress. 3. From the Actions menu, select Suppress/UnSuppress Detail. You can also click the Columns tab and deselect the column you want to suppress.

change the column width 1. Display the Report Viewer page.

2. From the Edit menu, select Edit Column Widths or select a single