How to Customize a Report in RevRec?
How to add a table column in reports?
Why I am not able to clear the filter in the RevRec report?
How to save filters in reports?
How to Open the report in RevRec?
How to remove the table column in RevRec?
How to add the table column in RevRec?
Customize reports by adding or removing attributes or metrics. You can also create and manage report subfolders from the Reports menu. Click Reports on the main menu then click a category tab and then select a report, then click and drag an attribute or metric from REPORT HOME by which you add multiple metrics, and add or remove a table column. Admin, Controller, and Analyst have access limited to their roles in customizing reports however these roles will not have access to save reports or clear filters.
Note: Save option is not available by default, please reach out to RevRec Support for more details.
Click Reports on the main menu then click a category tab and then select a report the example below, we click the Revenue tab and select the Unearned Revenue Rollforward report.
You can remove attributes and metrics from a report table. Click the metric column heading. Drag the metric to the Report Objects pane.
Click an attribute or metric in the Report Objects pane. Drag the object to the table. Release the mouse when a yellow bar displays.
When you add multiple metrics to a table, RevRec automatically creates subfolders. You can change the folder order by dragging column headings.
b. In this example, we add Product Type.
To change the folder order, drag a column heading to a new position. In this example, we place the Product Type in front of the Customer.