Overview

Throughout this article, we will use the Journal Report as an example to explore the filtering and formatting options.  

The below image highlights the headers on the Journal Report which have many functions built into them. 

Sorting data

To sort data, simply click on the name of the header, in this case the date column, and it will toggle through the following options:

• Ascending order (upwards arrow)
• Descending order (downwards arrow)
• No sorting (blank) 

Rearranging columns

To rearrange the order of the columns, click and hold on the column to be moved and drag it to a new location, in this case the date column. 

This will change the arrangement of the columns, as below. 

Column width adjustment

To adjust the width of a column select the space at the end of the column title, but before the next column title, and drag left or right to adjust the width. We are adjusting for the Memo in this example. 

This changes the column width of both the header and below lines, as below.

Filter column

To filter the contents of a displayed report. Click on the hamburger icon.

The following menu will pop up. Select the funnel icon. 

This displays a list of data which is available in that column. Tick the fields to be displayed.

We have selected to view only JN001. After the filter has been applied, the filter icon will remain in the column header.

Add or remove columns

To add or remove a column from the displayed report, click on the hamburger icon. 

The following menu will pop up. Select the grid icon. 

This displays a list of available fields. Tick the fields to be displayed. 

We have selected to view only the Journal No and the Date. After the filter has been applied, the Journal Type and Memo columns will disappear.

Other general settings

To access the other general settings of a displayed report, click on the hamburger icon. 

The following menu will pop up.  

The options available are as follows: 

• Pin Column - this will ensure that the column is always displayed at the start or end of a report. To pin more than one item, ensure that you pin the inner-most column first
• AutoSize This Column - this will automatically resize the column to ensure that all content is visible within the constraints of the screen
• AutoSize All Columns - this will automatically resize all available columns to ensure that all content is visible within the constraints of the screen
• Reset Columns - resets the column layout to default. This does not clear any filters you may have applied. 

In alternative tabs, you may also have the below options:

• Expand All Row Groups - expand all rows to ensure that all depths of data are displayed
  
• Collapse All Row Groups - collapses all rows to only show topmost row/element of data.