This guide shows how to add and import an MDFM table into a report, including selecting the data source and adjusting which funds or statement lines appear. It explains navigating expand/collapse controls for drill-down, using the Field Chooser to filter or customize fields, and the final steps to import the configured table. Follow it to quickly build a tailored MDFM data table for reporting.
Visual Step-By-Step Guide
Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon.
Step-By-Step Instructions
Add a Table
Select the blue plus (+) sign to add a new table.
Select Table.
Select MDFM.
Select the Report Structure (e.g. Governmental Funds or Revenue and Expenditures) and the Table view you want to utilize.
Select Next
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Review the Table
To expand any line to see what rolls up into it, select the plus (+) sign.
To collapse a line, select the subtraction (-) sign.
Optional - Choose Fields
If you want to modify anything in the table, select Choose fields in the top right-hand corner.
In the Field Chooser, filter out particular funds or statement lines that you want to report in a new way.
Select OK once you are satisfied with your selection.
Select Close (X) to return to the table.
Import Table
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Select Next when done.
Note: You can also Customize your table before you import. Use these instructions to learn more.
Select Finish to import your table into the report.
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