Distribution report Create or change a template

Created by Erik Åkerlund, Modified on Wed, 7 Feb at 5:34 PM by Maria Appelquist

Report / Distribution Report / Open Distribution report designer

Band to the right is different sections of the report to see header details or footer.

1. Select by choosing a icon to the left what should be added in the report e.g. Text box, table etc

2. Type heading and text that should be included in the distribution report

3. Click on field list and drag and drop a database field to selected area.

4. Click on the little wheel (setting) in the right corner of the database field and choose which type of field it is number, text, date etc.

5. Save

6. Click preview distribution report to see the changes.

Display all transactions in a deal

Add section DetailReport

Choose

Data member: e.g. Report columns

Advanced settings:

Filter String= to filter and only sum what you filter on

Visible string= will only change visibility will sum on all transactions

Report Header to type a Header for the table (details)

Create a group header to create sum on transactions

To create a sum of transactions also create a group on the sum e.g payment date

Also select setting below Summary Runnig: Group