Specify and rename the report columns

Report type: Template-based reports only

Use the options on the Select Columns tab to specify the fields you want to include in your report and arrange them in the desired order.

You can rename the report columns if you wish, using the fields on the Output Options tab. For example, you may want to change some of the column names to match the terminology used in your company or simply to shorten the column names in your report output. In addition, some field names shown on the Select Columns tab do not match the labels used elsewhere in PaymentNet for the same data, so you may want to change the column names in your report for consistency.

Relationship between selected columns and filters

• If you plan to filter data based on values in specific fields, you must include those fields as report columns.

• In a template-based report, you must include Hierarchy ID as a column if you plan to filter on it. (In a standard report, Hierarchy ID is automatically available for filtering.)

• Removing a column from the report will also remove any filters based on that field, as well as any sorts, groups, and calculations.

To add, remove, and rearrange columns:

1. On the Select Columns tab, select a module from the Filter Data Fields by Category list to see the available fields in that module. Custom fields will be shown alphabetically, by the user-defined name.

2. Enter a word or phrase in the Select Data Fields box to list only the fields with the search text in their name.

   

3. Add fields to your report, up to a maximum of 20 columns, or remove fields you don’t need. To add columns, select one or more fields in the Select Data Fields list and click Add. To remove columns, select one or more fields in the Report Columns list and click Remove.

   

4. Columns display in the report output in the order they appear in the Report Columns list. To change the column order, select a field and click Move Up or Move Down to move it to the desired location. Repeat this step as needed until the column list is arranged as you want.

   

To rename columns:

1. On the Output Options tab, go to the Column Data settings.

   

2. Click Add Column Data.

3. Select a column in the Report Columns list and enter a new label in the Rename Column box.

4. To rename another field, click Add and repeat the previous step. To remove a label and restore the original name, click Delete.

Tips

• Data Fields Dictionary: This document is available on the Resources page and defines all of the fields that can be included in a report.

• PDF reports: If you are creating a report for PDF output, you may want to limit the number of columns to improve readability.

• Multiple modules: You can combine data from multiple modules in one report. If you do, your report will only include records that contain data in each of the included fields. For example, if you specify Account Number (from the Account module) and Transaction ID (from the Transaction module), your report will only include accounts that have posted transactions.

• Chart of Accounts: You can replace the generic names for Chart of Accounts Segment values with your organization’s specific Segment labels. For example, suppose a Chart of Accounts includes segments for GL, Cost Center, and Purchase Order. If a report includes columns for COA Segment Value 1, COA Segment Value 2, and COA Segment Value 3, you could rename them using the actual segment values (GL, Cost Center, and Purchase Order).