What You'll Learn: This article is intended for Collaborators using Operational Budgeting. It explains what you need to know to customize a report.
When to Read This: Read this article while creating a report to fit your custom needs.
Regardless of what report you select, you will be able to customize your report to display your preferred information.
Once you select a report:
- Drag and drop columns in the order you want the columns to appear in the report.
- If looking to filter for particular information utilize the search boxes.
- To customize the level of detail you provide use the Columns Menu.
- Select the Settings button to:
- Round to the nearest dollar, ten dollars, or hundred dollars.
- Toggle on Include Itemizations or Include Archived to include or exclude itemization details where appropriate.
- Toggle on Sub-total Rows for when the report has at least one row group.
- Toggle on Expenses as a Negative to display and calculate negative values. Turning this on updates every grouping level on your report, including line items, account subtotals, department totals, fund totals, and grand totals. Note: Detailed Reports give you access to this toggle.
Ready to Learn More?
Once you've saved a Custom Report, you can add a Change Column. Check out this article: Operational Budgeting - Add a Change Column to a Custom Report
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