To Select the Data Source of a Row, Column, or Unit

For a report (and for any row, column, and unit that makes up the report), you select the data source, including the data filtering criteria that the system applies to select the data.

For a row, column, or unit, you can use the Data Source Editor dialog box to limit the data displayed in the report. For example, by selecting a value in the Ledger box of this dialog box, you specify the ledger for which the data will be displayed in the report.

To Select the Data Source

  1. Open the Row Sets (CS206010), Column Sets (CS206020), or Unit Sets (CS206030) form.
  2. Open the Data Source Editor dialog box by clicking the magnifier icon in the Data Source cell of the required row, column or unit.
  3. Use the Data Source Editor dialog box to select the needed criteria. For more information, see Data Source Editor.
  4. Click OK to save your selections, close the dialog box, and return to the form you were using.
  5. On the form toolbar, click Save to preserve the data source criteria you selected.