ReportBuilder - Section Settings

Within ReportBuilder, each report will have at least one section, and can have as many as sections as needed. There are three section types available - tabular, chart, and KBI. Each section has its own settings, and sections can be copied and edited.

Each setting is explained below.

Type

Type indicates the type of section. Note that once the section type is set and an element (row, column, chart, etc.) has been added to the section, the Type cannot be changed.

• Tabular Section - Contains rows and columns of data. Each tabular section within a report has its own set of columns and rows, and can be based on different data sources. Formulas may be used within sections but can not reference other sections. 
• Chart Section - Contains various chart options to display data based on the data sources included within the Settings for the report.
  
• KPI Section - Contains KPI cards based on one or more Tabular sections. All KPIs require at least one tabular section from which to reference data. 

Title

Enter an optional title for the section. It displays in Edit Mode for all three section types, and also displays in View Mode for Tabular sections.

Reporting Group

This filter will be applied to all rows and columns in the section. Drilldown hyperlinks are disabled when using Reporting Groups. Note: Reporting Groups are only available to the Plus and above subscription levels. 

Hide

This will hide the entire section and is often used for tabular sections that KPIs are referring to but that should not be shown in View Mode.

Show Expenses as Negative

Check this box to see expense accounts as negative numbers. The default is unchecked, to show the expenses as positive numbers in the report.

Only the Income Statement Layout row option and Account Type row option will show expenses as positive numbers. The Gain/Loss layout will always show expenses as negative.

Style

This is the Style used for the section. You can leave it unselected, or choose a specific style for the section that changes the detail lines in the report. Other rows and their styles are not affected.

Section

Copy the layout of another section.

Section Setting Actions

The actions menu appears at the bottom of the Edit Section modal.

• Add Section Above - Insert a new section above the selected one.
• Add Section Below - Insert a new section below the selected one.
• Add Col Right - Insert a new column.
• Add Row Below - Insert a new row at the top of the section.
• Copy - Make a copy of the current section.
• Cancel - Leave without saving any changes. 
• Update - Update the report, but do not refresh the data or save the changes.
• Update and Refresh - Update the report and refresh the data, but do not save the changes.
• Save - Update the report and refresh the data, and save the changes.
• Remove - Remove the current column.