Report Tables

This section explains how to change report layouts, and how to make new custom reports.

LAYOUT BASICS
        Custom Layouts | Menu commands

REPORT TABLES
        Creating Report Tables | Changing Report Tables | Report Table Details
        Print Form Table Details | Column Widths | Column Order | Column Info

Website Links
       Accounting Software | Business Management Software | Project Management Software

RELATED TOPICS
        Breakdown Tables | Printed Form Layouts | Report Layouts

Report Table Basics

Report tables are a very useful way to display information about your accounts or transactions.

You can use report tables in Printed Form layouts and Report layouts.

On a printed form, each row of an account table shows one breakdown item. Each column shows one of the data fields from that breakdown item.

In a report, each row of an account table shows an account, transaction, or list record. Each column shows one of the data fields from that record.

HINT-- Nearly all of the reports in Goldenseal are set up with a report table.

Creating Report Tables

To add a new report table to a report layout, follow these steps:

  1. Choose Custom Layouts from the Options menu, and choose Reports from the submenu.
  2. Open the report you'd like to change, or create a new custom report.
  3. Click on the Table tool from the lower right corner of the tool palette, at the left side of the window.
  4. Click at one corner of where the table will appear, and drag to the opposite corner.
  5. You'll see a Table Details dialog.  Enter the information you'd like to show in the table.
  6. When you are finished setting up the table, click OK.
  7. Goldenseal will add a new table to the layout.
  8. You can resize any of the columns, change their order, and change the display of each column.

HINT-- The bottom of the table is "fuzzy" since the height of the table depends on how many items it includes.

Changing Report Tables

To make basic changes to a report table, hold down the Control, Option or Command key, and use the arrow tool to double-click anywhere in the table. You'll see the Table Details dialog.

You can also select the table and choose Field Info from the Format menu.

HINT-- If want to just look at the settings for a table without changing them, click Cancel to leave the details dialog.

Report Table Details

When you create a new table or change details for an existing table in a Report layout, you'll see a dialog that describes what is included in the table.

To set up a report table, enter the following information:

General Area-- Choose the basic type of information to show in the table rows. You can show any type of account, list or transaction. You can also show a one item report with details for one account, company division, sales branch, job type or cost type.

Listed Items-- Choose the specific type of account or transaction to display in rows of the table.
Item Range-- Choose the item range that will be used for the table when you first open the report.
Breakdown Type-- Choose the type of breakdown that will be used for the table.
HINT-- The breakdown you select here is the first one that you'll see when you first look at a report. You can change the breakdown while you are looking at the report.
Date Field-- Choose the type of date field that will be used for the table when you first open the report.
Match Field-- Choose the type of match field that will be used for the table when you first open the report.
Match Value-- Choose the match value that will be used for the table when you first open the report.
Account Class-- Choose the class of accounts to show in breakdowns or match fields.

Details-- From the list at center right, choose the specific data fields to display in columns of the table.
HINT-- To select blocks of items, hold down the shift key. To select multiple items, hold down the Option key. To re-arrange items in the list, hold down the Command or Control key and drag items to a new position in the list.
Show Zero Item Breakdowns-- Turn on the checkbox if you'd like all breakdowns to be displayed, even if they contain no items. Turn the checkbox off if you'd like breakdowns to be shown only if they contain an item.
Show Titles-- Turn on the checkbox to show titles at the top of the table. Turn the checkbox off if you'd like there to be no title.
Bold Subtotals-- Turn on the checkbox to use bold text in subtotal rows.
Bold Totals-- Turn on the checkbox to use bold text in grand total rows.
Condensed Report-- Turn on the checkbox to have the report start out as a condensed report.

Printed Form Table Details

When you create a new table or change details for an existing table in a Printed Form layout, you'll see a dialog that describes what is included in the table.

To set up a print form table, enter the following information:

Listed Items-- Choose the breakdown items to display in rows of the table.  The list will include all valid breakdowns from the transaction for which this print form is used.
Details-- From the list at center right, choose the specific data fields to display in columns of the table.
HINT-- To select blocks of items, hold down the shift key. To select multiple items, hold down the Option key. To re-arrange items in the list, hold down the Command or Control key and drag items to a new position in the list.

Table Type-- Choose the type of table to show.
Breakdown-- Choose the type of breakdown that will be used for the table.
Show Zero Item Breakdowns-- Turn on the checkbox if you'd like all breakdowns to be displayed, even if they contain no items. Turn the checkbox off if you'd like breakdowns to be shown only if they contain an item.
Show Titles-- Turn on the checkbox to show titles at the top of the table. Turn the checkbox off if you'd like there to be no title.
Bold Subtotals-- Turn on the checkbox to use bold text in subtotal rows.
Bold Totals-- Turn on the checkbox to use bold text in grand total rows.
Condensed Report-- Turn on the checkbox to have the report start out as a condensed report.

Table Rows

For a Printed Form layout, the table rows are the breakdown types that are available for this transaction.

For a Report Layout, the list of items that you can include in table rows depends on what you choose in the General Area field.
You can choose from the following items there:

Accounts-- Displays all account classes in the Listed Items.
Breakdowns-- Displays all breakdown classes in the Listed Items.
Lists-- Displays all list classes in the Listed Items.
Transactions-- Displays all transaction classes in the Listed Items.
Miscellaneous-- Displays a few miscellaneous items in the Listed Items.
One Customer-- Displays transactions and some special reports for a single Customer account.
One Overhead Account-- Displays transactions and some special reports for a single Overhead Account.
One Project-- Displays transactions and some special reports for a single Project account.
One Cash Account-- Displays transactions and some special reports for a single Cash Account.
One Checking Account-- Displays transactions and some special reports for a single Checking Account.
One Real Estate Account-- Displays transactions and some special reports for a single Real Estate account.
One Investment-- Displays transactions and some special reports for a single Investment account.
One Inventory Account-- Displays transactions and some special reports for a single Inventory Account.
One Savings Account-- Displays transactions and some special reports for a single Savings Account.
One Credit Card Account-- Displays transactions and some special reports for a single Credit Card account.
One Loan-- Displays transactions and some special reports for a single Loan account.
One Escrow Account-- Displays transactions and some special reports for a single Escrow Account.
One Equity Account-- Displays transactions and some special reports for a single Owner Equity account.
One Employee-- Displays transactions and some special reports for a single Employee account.
One Equipment Account-- Displays transactions and some special reports for a single Equipment account.
One Material  Account-- Displays transactions and some special reports for a single Material Supplier account.
One Subcontractor-- Displays transactions and some special reports for a single Subcontractor account.
One Other Cost Account-- Displays transactions and some special reports for a single Other Cost account.
One Utility Account-- Displays transactions and some special reports for a single Utility Accounts.
One Estimate-- Displays some special reports for a single Estimate.
One Company Division-- Displays transactions and some special reports for a single Company Division.
One Cost Account Type-- Displays transactions and some special reports for a single Cost Account Type.
One Job Type-- Displays transactions and some special reports for a single Job Type.
One Sales Branch-- Displays transactions and some special reports for a single Sales Branch.
One Benefit Item-- Displays transactions and some special reports for a single Benefit Item.
One Tax Item-- Displays transactions and some special reports for a single Tax Item.

Table Columns

When you select an item in the Listed Items list, Goldenseal will fill in a list of available fields in the Details (Columns) list.  You can choose from any data in the class you are showing.

Hold down the Shift key to select a group of neighboring items, or hold down the Control or Option key to select any items from anywhere in the list.

HINT-- You can also change table columns after you've left the details dialog.

Column Widths

To change the width of a column in a report table, follow these steps:

  1. Click on the table with the arrow tool to select it.
  2. Click on the space between the column you'd like to change, and the column to its right.
  3. Drag to the right to widen the column, or to the left to make it smaller (you can't make a column smaller than the width of its title).

HINT: To change the right-most column, click on the resizing "handle" at the bottom right corner.

Column Order

To change the order of columns in a report table, follow these steps:

  1. Hold down the Control or Command key.
  2. Click on the column you'd like to move.
  3. Drag it to a new location.

Column Info

To change the title in any column, follow these steps:

  1. Double-click anywhere in the column with the arrow tool.
  2. You'll see a column information dialog.
  3. Type in a new title.
  4. Click OK.
You can also use the column information dialog to set the column width, and the presence of borders on each side.

If the table contains number values, you can also set whether the column shows subtotals or grand totals, and whether the row values and totals are rounded.

Enter the following information for each table column:
Width-- The current width is shown. Type in a new width (in pixels) if you'd like to change it.
Title-- Type in a new title if desired.
Borders-- Click on the checkboxes to show or hide borders around this column.
Show Subtotals-- Turn on the checkbox to show a subtotal for each breakdown. This option is only available for columns that have a number value.
Show Grand Total-- Turn on the checkbox to show a grand total for the entire table. This option is only available for columns that have a number value.
Data Rounding-- Choose the type of rounding to use on the value in each row. See the next section for more about rounding options. This option is only available for columns that have a number value.
Total Rounding-- Choose the type of rounding to use on the value in subtotals and grand totals. See the next section for more about rounding options. This option is only available for columns that have a number value.

Column Rounding

The following types of rounding can be used for column subtotals and totals:

No Rounding-- The exact value will be shown.
Display Nearest Dime-- Values will be rounded to the nearest dime.
Display Nearest Dollar-- Values will be rounded to the nearest dollar.
Display Nearest Ten-- Values will be rounded to the nearest ten dollars.
Display Nearest Hundred-- Values will be rounded to the nearest hundred dollars.
Display Nearest Thousand-- Values will be rounded to the nearest thousand dollars.
NOTE-- If you use the display options, totals will be accurate, but the table may show values that look incorrect. For example a two row table with $14 in each row will show $10 in each row when rounded to the nearest $10, but the grand total will be $30.

Data To Nearest Dime-- Values will be rounded to the nearest dime.
Data To Nearest Dollar-- Values will be rounded to the nearest dollar.
Data To Nearest Ten-- Values will be rounded to the nearest ten dollars.
Data To Nearest Hundred-- Values will be rounded to the nearest hundred dollars.
Data To Nearest Thousand-- Values will be rounded to the nearest thousand dollars.
NOTE-- If you use the data to options, the table will not show any rounding errors, although subtotals and totals will not be as accurate as in the previous option. For example a two row table with $14 in each row will show $10 in each row when rounded to the nearest $10.  The grand total will be $20 even though the actual total is $28.
Drop Thousands-- All values will be shown with three digits removed, so $42,000 will be shown as $42.