Forum Discussion

DM2's avatar
DM2
Contributing User
5 years ago
Solved

Adding columns into Sales Item detail report

Hello,   I am trying to add in 3 new columns into the Sales Item detail report.   However, after adding columns, the report does not refresh to display the new columns. I have done this previously...
  • CloverQ's avatar
    CloverQ
    5 years ago

    Hi DM2

     

    In the new AccountRight, after adding new columns under the Insert/Modify tab, the added columns are visible immediately for further adjusting, e.g. changing the column width. After switching to the Filters tab and refresh the report, the added columns would stay within the same report session. You can always save this customised report as My Custom Reports for future access. 

     

    So I tried adding 3 columns to the Sales Item Details report, I noticed that the additional 3 columns were unable to fit in the original page width automatically. While under the Insert/Modify tab, please scroll to the bottom of the report page, there shall be a side slide bar to view these added columns. Please find tune the width of all columns so they can fit within 1 page. 

     

     

    I hope this helps. Please feel free to let us know how you go, and if you have any further questions.

CloverQ's avatar
CloverQ
Former Staff
5 years ago

Hi DM2

 

In the new AccountRight, after adding new columns under the Insert/Modify tab, the added columns are visible immediately for further adjusting, e.g. changing the column width. After switching to the Filters tab and refresh the report, the added columns would stay within the same report session. You can always save this customised report as My Custom Reports for future access. 

 

So I tried adding 3 columns to the Sales Item Details report, I noticed that the additional 3 columns were unable to fit in the original page width automatically. While under the Insert/Modify tab, please scroll to the bottom of the report page, there shall be a side slide bar to view these added columns. Please find tune the width of all columns so they can fit within 1 page. 

 

 

I hope this helps. Please feel free to let us know how you go, and if you have any further questions.

  • DM2's avatar
    DM2
    Contributing User
    5 years ago

    Thanks Clover

     

    It worked - something so simple.

     

     

    Another related question - 

    The sales by Item displays the Stock Item as a heading, then lists each sales transaction below that Item.

    Is there a way to move the Item heading so that it displays as a column rather than a heading (ie so it is repeated next to every transaction)?   

    Currently I have to manually copy and paste the Stock Item, and it is extremely time consuming.

     

    • CloverQ's avatar
      CloverQ
      Former Staff
      5 years ago

      Hi DM2 

       

      I'm glad to hear you've successfully customised the columns on the report. 

       

      Unfortunately, in AccountRight that there is no option to turn the heading on the report into a column instead. Personally I think it looks cleaner to have a consolidated header instead of having the same information repeated for every line.

       

      I'm afraid that it does mean that you'd either need to export the report to Excel for further format customisation, or looking into a suitable add-on solution that offers advanced reporting options.