How to create and edit report columns

Create, edit, reorder, and delete report columns; change time periods, add variances and dividers, and set date ranges.

Table of Contents

Open the column editor Time period options Move, delete, and highlight columns Related articles

 

Use columns in Reports to add additional time periods, variances to budget, legal entity, tracking codes/classes, etc.

Open the column editor

Go to Reports (top bar)>Edit (top right)>Edit columns

 

From here, you can either select from a dropdown list of preset and previously created columns, or create a new column configuration.

  • Use the drop down menu (top of page) to select from a list of previously generated reports
  • Alternatively, edit the columns shown by deleting, changing, and/or adding new ones.
  • To add a column, use the floating window on the right where you will see various options for the new column time periods, plus an option to add a new vertical divider.

Time period options

Choose Fixed for fixed start and end date or Dynamic for dates that move relative to the reporting month selected.

 

Options for time period, any of which can be used for reporting on Actuals, Budgets/Forecasts, or Tracking Codes/Classes are:

Month: Choose a single current, past or future month in the drop down menu once the month column has been created (second menu below Time to Display).

Quarter-To-Date: All the months in the quarter until the selected time period, using the company's fiscal year starting date.  Choose a past, current or future quarter in the drop down menu on the column.

Year-To-Date: All months in the selected financial year until the selected time period.  Choose a past, current or future year in the drop down menu on the column.

Full Quarter: All three months in the quarter selected.  Choose a past, current or future quarter in the drop down menu on the column.

Full Year: All twelve months in the selected year. Choose a past, current or future year in the drop down menu on the column.

Quarter Remaining: amounts for months in the quarter after the reporting month selected; usually used for reporting future budget or forecast

Actuals + Budget: Adds together the Year-to-Date plus Year Remaining for the current financial year.

Year Remaining: amounts for months in the year after the reporting month selected;  usually used for reporting future budget or forecast

Variance: Calculates difference between two selected columns as either a number or a % change.  Choose Type: Amount or % at the top of the column.  Choose columns to compare in the boxes below that.

Divider: add a divider between columns

Move, delete, and highlight columns

After selecting a column, you can move it using the six dots in the column heading (top) or delete it using the red Delete column button (bottom of the column).

Highlight any column, once created, using the toggle Highlight column in the middle of the column.

Hint: to change the format of variance columns to show favorable / unfavorable variances in black and white rather than color, go to Organisation Settings on the Settings page, as shown in How to change the variance column format to show adverse as red. How to take out colored variances. 

In order to create reports with a fixed start date or time period, see the article below:
How to create reports with a fixed start date or fixed time period, such as financial year 

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