If you are looking for the Reportance Desktop help, please click here.

Filtering and Formatting Generated Reports

Throughout the Reportance software, there are many reports which are generated in a grid layout.

These reports may contain a variety of information such as; a list of datasets, list of reports, list of journals, Trial balance reports, etc.  An example of this is shown below:



The screenshot above has a red box highlighting the headers of these reports. There are many functions built into these headers. 


Sorting Data

To sort data alphabetically, numerical/date value; simply click on the name of the header and it will toggle through the following options:

  • Accending order
  • Descending order
  • No sorting


An example of this is shown below. The sorting has been applied to the date column note the upwards arrow.


Rearranging Columns

To sort rearrange the order of the columns, click on the item to be moved and drag it to a new location.

An example of this is shown below. The date column has been dragged in between the Journal No and Journal Type.


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.
An example of this is shown below. The Memo column width has been reduced.



Filter Column

To filter the contents of a displayed report. Click on the hamburger icon followed by the funnel/filter icon. 
This displays a list of data which is available in that column. Tick the fields to be displayed and untick fields you wish not to be displayed. 

In the example below all 'memo' rows which are blank have been removed from the report


After a filter has been applied the filter icon will remain in the column header as shown below: 



Add or Remove Columns

To add or remove a column from the displayed report. Click on the hamburger icon followed by the boxes icons. 
This displays a list of available fields. Tick the fields to be displayed and untick fields you wish not to be displayed. 



Other General Settings

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

The following options are available: 

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 column 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


Expand All:

Expands all rows to ensure that all depths of data are displayed. 


Collapse All:

Collapses all rows to only show topmost row/element of data.






Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.