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Filtering and Formatting within Reportance

Throughout Reportance 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 red box highlights the headers of these reports. There are many functions built into these headers. 



Sorting Data


To sort data simply click on the name of the header and it will toggle through the following options:

  • Ascending order
  • Descending order
  • No sorting


In example shown below the sorting has been applied to the date column, note the upwards arrow.




Rearranging Columns


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

In the example 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. In the example 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 are available in that column. Tick the fields 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 grid icon. This displays a list of available fields. Tick the fields to be displayed. In the example below the Journal Category column has been removed from the display.




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.




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