Data Source Editor

You use this dialog box to specify the data filtering criteria for the report. The report structure determines how the data filtering criteria is specified:

To specify the data filtering criteria for a row, on the Row Sets (CS206010) form, open the data source editor by clicking the lookup control in the Data Source box of the required row.
To specify the data filtering criteria for a column, on the Column Sets (CS206020) form, open the data source editor by clicking the lookup control in the Data Source box (attribute of the lower table).
To specify the data filtering criteria for a unit, on the Unit Sets (CS206030) form, open the data source editor by clicking the lookup control in the Data Source box of the table area.
To specify the data filtering criteria for a whole report, on the Report Definitions (CS206000) form, set the relevant options in the Default Data Source Settings section.

The Data Source Editor dialog box, shown below, includes pertinent elements and the following buttons: OK, which saves the choices you have entered; and Cancel, which discards the changes.

By using the data source editor, you can limit the data displayed in the report by using any of the elements described below.


Element	Description
Ledger	The code of the ledger for which data will be displayed in the report.
Account Class	The account class for which data will be displayed in the report. Only accounts in the account class will be included.
Start Account	The starting account number in the account range to be reported on.
End Account	The ending account number in the account range to be reported on.
Start Sub.	The starting subaccount number in the subaccount range, if you specify one, to be reported on.
End Sub.	The ending subaccount number in the subaccount range, if you specify one, to be reported on.
Start Branch	The starting branch in the branch range to be reported on.
End Branch	The ending branch in the branch range to be reported on.
Start Period	The starting financial period in the period range, if you specify one.
Offset (Year, Period)	The shift from the starting period specified by the Start Period value. In both Offset elements, positive offset numbers set the number of financial periods to be added to the Start Period and End Period values, while negative offset numbers set the number of financial periods to be subtracted from the Start Period and End Period values. Consider the following examples: Setting the -1 number, shifts the starting period one period back from the period specified in the Start Period box. Setting the 2 number, shifts the starting period two periods ahead from the period specified in the Start Period box.
End Period	The ending financial period in the period range, if you specify one.
Offset (Year, Period)	The shift from the ending period specified by the End Period value. Consider the following examples: Setting the -1 number, shifts the ending period one period back from the period specified in the End Period box. Setting the 2 number, shifts the ending period two periods ahead from the period specified in the End Period box. Note: The Start Period, End Period, and Offset (Year, Period) data filtering criteria are usually specified on different levels: the period values are set on the report level, and the offset values are specified for columns or rows.
Expand	An option, present only if the Data Source Editor dialog box is opened on the Row Sets (CS206010) form, that determines how data will be displayed. Select one of the following options: Nothing: The data related to the selected range of accounts and subaccounts will be displayed in a single row. Account: The data for each account in the selected range will be displayed in a separate row. This increases the number of rows in the report. Sub: The data for each subaccount in the selected range will be displayed in a separate row, increasing the number of rows in the report. When the Account or Sub option is selected in this box, the Row Description box becomes available in the Data Source Editor dialog box (below the Expand box).
Row Description	This box is available only if the Account or Sub option is selected in the Expand box. An option that determines the description that will be displayed in the selected row. Select one of the following options: Not Set, Code, Description, and Code-Description.
Amount Type	The amount type to be used to display or calculate the values in the report lines. If GL is selected in the Type box of the related form, select one of the following options: Not Set: No specific amount type is defined for the report. Turnover: The turnover amounts should be included in the report. Credit: The credit amounts should be included in the report. Debit: The debit amounts should be included in the report. Beg. Balance: The beginning balance amounts should be used in the report. Ending Balance: The ending balance amounts should be used in the report. Curr. Turnover: The turnover amounts should be included in a foreign currency (retrieved from the denominated accounts). Curr. Credit: The credit amounts in a foreign currency should be included (retrieved from the denominated accounts). Curr. Debit: The debit amounts in a foreign currency should be included (retrieved from the denominated accounts). Curr. Beg. Balance: The beginning balance amounts in a foreign currency should be used (retrieved from the denominated accounts). Curr. Ending Balance: The ending balance amounts in a foreign currency should be used (retrieved from the denominated accounts). If PM is selected in the Type box of the related form, select one of the following options: Not Set: Unspecified amount type; the amount type should be taken from a set (row set or unit set) with a higher priority. Actual Amount: The ending balance of the actual amount of the project budget for the specified period. Actual Quantity: The ending balance of the project budget's actual quantity for the specified period. Amount Turnover: The turnover of the project budget's actual amount for the specified period. Quantity Turnover: The turnover of the actual quantity of the project budget for the specified period. Original Budget Amount: The original budgeted amount of the project budget. Original Budget Quantity: The original budgeted quantity of the project budget. Revised Budget Amount: The revised budgeted amount of the project budget. Revised Budget Quantity: The revised budgeted quantity of the project budget. Original Committed Amount: The original committed amount of the project budget. Original Committed Quantity: The original committed quantity of the project budget. Revised Committed Amount: The revised committed amount of the project budget. Revised Committed Quantity: The revised committed quantity of the project budget. Committed Open Amount: The open (not received yet) amount of the original committed project budget. Committed Open Quantity: The open (not received yet) quantity of the original committed project budget. Committed Received Quantity: The received quantity of the original committed project budget. Committed Invoiced Amount: The amount of the released invoices of the original committed project budget. Committed Invoiced Quantity: The quantity of the released invoices of the original committed project budget.