Choose and arrange report columns

Add, remove, reorder, and sort the columns shown in a report.

Choose and arrange report columns

Introduction

Columns control the information in each report row and its display order.

Detailed explanation

Available columns depend on the selected entity. Financial entities, such as hours, work periods, and invoice lines, include cost and sales values. These include cost price, sale price, hour cost, and revenue totals.

Select several columns, reorder them by dragging, and set the sort column and direction.

Step-by-step guide

1

Open the report

Create or edit a report, then open the columns section.

2

Select columns

Search for and select the columns you need.

3

Reorder columns

Drag columns into the required export order.

4

Set sorting

Choose the sort column and direction: ascending or descending.

5

Preview

Preview the report to check the layout before saving.

FAQ

I want cost price per line and total hour cost in the report.

Choose an entity with cost data, such as hours, work periods, or invoice lines. Add the cost and sales columns like any other column.

Some columns I expect aren't in the list.

Available columns depend on the selected entity. Add a secondary entity, or change the primary entity, to access related data.

References

• Create a report
• Configure report criteria