Article Objective: To assist users in navigating Active Ledger & Reporting to filter and format various reports and tabs.
Context: Throughout Active Ledger there are many reports and tabs which are generated in a grid layout. These may contain a variety of information such as a list of datasets, list of reports, list of journals, trial balance reports, etc..
Please refer to the Glossary for definitions of key terms used in this article.
TABLE OF CONTENTS
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Overview
Throughout this article, we will use the Journal Report as an example to explore the filtering and formatting options.
The below image highlights the headers on the Journal Report which have many functions built into them.
Sorting data
To sort data, simply click on the name of the header, in this case the date column, and it will toggle through the following options:
Rearranging columns
To rearrange the order of the columns, click and hold on the column to be moved and drag it to a new location, in this case the date column.
This will change the arrangement of the columns, as below.
Column width adjustment
To adjust the width of a column select the space at the end of the column title, but before the next column title, and drag left or right to adjust the width. We are adjusting for the Memo in this example.
This changes the column width of both the header and below lines, as below.
Filter column
To filter the contents of a displayed report. Click on the hamburger icon.
The following menu will pop up. Select the funnel icon.
This displays a list of data which is available in that column. Tick the fields to be displayed.
We have selected to view only JN001. After the filter has been applied, the filter icon will remain in the column header.
Add or remove columns
To add or remove a column from the displayed report, click on the hamburger icon.
The following menu will pop up. Select the grid icon.
This displays a list of available fields. Tick the fields to be displayed.
We have selected to view only the Journal No and the Date. After the filter has been applied, the Journal Type and Memo columns will disappear.
Other general settings
To access the other general settings of a displayed report, click on the hamburger icon.
The following menu will pop up.
The options available are as follows:
In alternative tabs, you may also have the below options: