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 detail
Choose
Data member: e.g. Report columns
Advanced settings:
Filter String= to filter and only sum what you filter on
Visable string= will only change visability will sum on all transactions
Report Header to type a Header for the tabla (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
Add a calculation click on the arrow in the corner of the field
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