Source

The data source for the field. Available sources are those selected in the Definition Tab, and Calculated and Summary.

Summary source includes fields summarised at the group level selected.

Calculated source includes calculations such as Gross Margin and Gross Profit, or you can select the Custom field to build your own calculation and totalling in the expression builder.

Fields

Select from fields available for the Source selected. Fields selected will be available to the report.

If you select foreign currency fields, you will be prompted to add the Currency Code field.

If you select Calculated fields, any fields required for the calculation will also be added; these will default to not being Visible.

If you selected to analyse Document or Line on the Definition Tab, the DocumentID or LineID will be added as non-visible, to give a unique field.

Width

The width of fixed length string fields is shown.

Display Width

The width of display on the report for the field. The Display Width is measured in a standard character size (the digit 0). As reports are generally printed in a proportional font, the Display Width is only indicative of the number of characters that will fit.

Display Label

The field heading that will display on the report for the field.

Range

Select the period range to show figures for. Select from:

• PTDThis - Show figures for the period to date for the selected period.
• YTDThis - Show figures for the year to date for the selected period.
• FullYearThis - Show figures for the full year for the selected period.
• PTDLast - Show figures for the period to date for the year before the selected period.
• YTDLast - Show figures for the year to date for the year before the selected period.
• FullYearLast - Show figures for the full year for the year before the selected period.

When a range of periods is selected in the Analysis Range on the Definition Tab, select from:

• RangeThis - Shows figures for the selected period range.
• RangeLast - Shows figures for one year previous to the selected period range.

When a Crosstab Report is selected on the Definition Tab, you can also select:

• Crosstab - Shows figures for the crosstab time period selected.

Figures can only be set as Crosstab when their crosstab unit is Periods.

You can add the same field many times with different ranges applied. Change the Display label to identify each range and field shown on the report.

Group

To group the report by a field, enter a number (1-9) in the Group field. The report will be grouped first by the field with Group 1, then 2, and so on.

Note: Grouping is not available for Custom Calculated fields.

Total

Only available for numeric fields.

Selected, the field is totalled at the end of the report.

Blank Zero

Selected, display blank if the amount is zero.

Visible

Selected, the field will be printed on the report.

Clear, the field will not be shown on the report.

Expression

The full text of the MaxBasic expression evaluated when the report is printed. Type the Expression or click Open Code Editor (F2) from the Expression property. To build the expression from the menu drop downs in Analysis Expression, click an expression component.

You can use previously entered Calculated Custom fields in expressions, see Analysis Expression.

Total Expression

Similar to Expression, however only applies to totalled rows.

For a simple summary total to be included on the report, select the Total column, and leave this field blank.

Format

The format for displaying the field on the printed report.

Align

The alignment for text displayed within the field.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a line.

Move up / Move down

(Shift+Up)

(Shift+Down)

Move a line up or down the grid.

Delete (F3)

Delete a line.

Restore Default Grouping

Restore grouping settings to their defaults.