Transaction Summary View Customisation
Overview
The Summary view shows a transaction module's items in a pivot table with a chart. You choose which fields are rows, columns and filters, and how dates are grouped.
Menu Button Explained
| Option | Description |
|---|---|
| Save Grid | Saves your layout. |
| Restore Grid | Restores your saved layout. |
| Export Grid | Exports the summary. |
| Print Chart | Prints the chart. |
| Date Grouping | How the date fields are grouped. The options are:
|
| Views | Switches between the module's views: Transactions, Items, Summary and Board. |
| Set Default View | Makes the Summary the view that opens first. |
| Email Excel | Emails the summary as an Excel file. |
Fields Available
Info
- Drag these fields onto the summary from the field list.
- Company and Company Cat take the module's caption (for example, Customer), and Custom 1 to Custom 3 appear with their own captions when the Transaction Type has custom fields.
| Field | Description |
|---|---|
| Trans Date | The transaction date. |
| Trans No | The transaction number. |
| Status | The transaction's status. |
| Company | The customer or supplier. |
| Company Cat | The customer or supplier category. |
| Item Desc | The item description. |
| Item Code | The item code. |
| Item Cat | The Item Category. |
| Item Subcat | The item subcategory. |
| Qty | The quantity. |
| Unit Price | The unit price. |
| Total | The line total. |
| Rep | The rep. |
| Trans Cat | The transaction category. |
| Trans From | The transaction this one was copied from. |
| Due Date | The due date. |
| Location | The stock location. |
| Out Amt | The outstanding amount in the home currency. |
| Custom 1 to Custom 3 | The transaction's custom fields. |
How to Customise the Summary Display
Info
These views include a chart that automatically updates from the table.
The display is divided into three parts:
- Section A Filters (top section):
- Fields can freely be dropped or removed in this section.
- The data can be filtered by using the small filter icon on the heading.
- Section B Headings (directly below the Filters):
- The headings dropped here will serve as column headings (e.g. Total, Trans Date)
- You can change the sequence of the headings if the data is not correctly displayed by dragging the headings.
- Note: The data of the headings will change based on the grouping selected under the Menu button. (For example, days of the week might show Monday, Tuesday and so on, whereas weeks of the year could show 1, 2, 3 and so on.)
- Section C Rows (field is next to the column headings):
- On the text that displays Drop Row Fields Here, select a heading and drag it there (e.g. Status).
Process
- Right-click any of the sections and select Show Field List.
- Drag the headings from the section onto the field list to remove them.
- Drag the headings from the field list onto any section to add them.
- You can further refine the data by right-clicking any section and selecting Show Prefilter Dialogue. It opens an interface for you to code in additional filters and options.