Column Maintenance

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Use this form to specify what to display horizontally on the report — for example, column headings. You must define your own column format to use with each financial report.

If you select the Transpose option on the Report Maintenance form, this can become the row format and goes down the page rather than across the page as columns.

Pre-Defined Formats

Do not use the formats found under the Fixed Columns option. They are no longer supported.

User-Defined Formats

Code

Enter a code which indicates what columns are in this format.

Description

Enter a detailed description that explains the columns in this format.

In Development

Selecting this to edit a column format that is used on published reports. WebView deletes existing published reports. If you don't want to delete existing published reports, then copy the format and create a new one.

Active

Selecting this option enables you to use this column format on financial reports. Deselect this option to prevent using this format with new reports.

User-Defined Columns

Select the User Defined Columns option and a table containing the options below displays on the form.

Column No

You can override the column number to reposition or insert new columns.

Column Type

Select a column type from the list.

All values and calculations apply to the accounts selected in your row format. This could be — for example, a single general ledger account for a total value of all accounts assigned to a tree branch.

• Actual Value LC - The actual value in the local currency for the report period.
• Actual Value FC - The actual value in the account currency for the report period.
• Actual Qty - The sum of the quantities entered on transactions.
• Budget Value LC - The budget as entered in Greentree Desktop in the local currency. Which budget to use is specified on the report or you can change it when you run the report.
• Budget Value FC - The budget in the currency of the account.
• Budget Qty - The budget quantity.
• Calculation - Enables you to add or subtract any other columns or column/row combinations defined previously in this format.
• Actual Value LC TCode - Actual values in the local currency for a specific transaction code.
• Budget Value LC TCode - The budget value in the local currency for a specific transaction code.
• Account Notes - Displays any notes within Greentree Desktop associated with the detailed account.
• Commitments - The value of any purchase orders coded to the specified general ledger account. This does not work for inventory or job cost.
• Blank - Leaves a blank column.
• Actual/Budget LC - The actual value in the local currency, up to the date the report is run for the budget. This is used for 12 month reporting.
• Actual/Budget FC - The actual value in a foreign currency, up to the date the report is run for the budget. This is used for 12 month reporting.
• Actual/Budget TCode LC - The actual value in the local currency for a specific transaction code, up to the date the report is run for the budget. This is used for 12 month reporting. .
• Actual/Budget Quantity - The actual quantity up to the date the report is run for the budget. This is used for 12 month reporting.
• Comment - Type in a comment. This is used if you transpose the columns to rows.

You can use special headings for the actual or budget headings.

Heading 1 and 2 use a special type to print differently, depending on whether an actual or budget is displayed. The syntax is:

{ACTUAL:the actual heading,BUDGET:the budget heading}

Here are some example headings:

{Actual:February,BUDGET:Budget February}

Or

{ACTUAL:March,BUDGET:Budget March}

Note: The part before semi colon is not case sensitive.

Or you can switch them around

{BUDGET:Budget March, ACTUAL:March }

Or

{ BUDGET:Budget February,Actual:February }

Report Period Range

The figures reported in the financial reports relate to a period range. The Start Period is the first period reported and the End Period is the last period. Periods are derived from the calendar specified on the General Ledger Module Control form.

You can select Opening Bal, which reports YTD values. Select Date Entered to specify a date at the time the report is run. You can apply the Relative field to use periods relative to a specific date.

Example:

YTD

Start Period = Opening Bal, Relative is blank or 0, End Period = Date Entered, Relative is blank or 0.

Last 3 Months

Start Period = Date Entered, Relative is -3, End Period = Date Entered, Relative is blank or 0.

12 months across the page

Start Period = April, Relative is blank or 0, End Period = April, Relative is blank or 0. Specify twelve columns and for each of them select the different months.

Rolling twelve months

Start Period = Date Entered, Relative is blank or 0, End Period = Date Entered, Relative is blank or 0

then

Start Period = Date Entered, Relative is -1, End Period = Date Entered, Relative is -1, etc. up to -11.

Style

Select Decimal or Percentage as the style in which to display the values.

Captions/Headings

Enter the caption(s) to display for the column on the web page and within Greentree.

Calc

Enter a calculation. This must be associated with a Calculation column type and must relate to previously-defined columns.

A calculation can refer to a specific row and column value — for example, C30/C20R10 uses the value from the call of row 10 and column 20. This is useful when you are trying to display a value per quantity — if you have kilometres display on one row then to calculate the spend per kilometre.

Note: You can do multiple part calculations and make the intermediate steps not Visible if required.

Override Company

Enter a company code if you want a specific company only to be reported in the column. this could be used if you have multiple companies and want them displayed across the page.

Account Mask

This is the same as the search parameter gtGLActBal. Use it to design financial reports with departments across the page. Every row in the report is based on a tree and branch that you select in Row Maintenance, but you can further filter it using the Account Mask. Enter the account masking you require into this column — 10.*.* or 20.*.*

Visible

Select this option to make the column visible on the web page. Use invisible columns if a value is required for a calculation but doesn't need to be displayed.

Width

Specify the width required for this column

Style

Select a style only if you want this column to display differently to the other columns on this row. Greentree Desktop uses a column style. If it's not found, WebView uses the row style. A column style takes precedence over a row — for example, if both set background colour it will use the colour from the column.

Note Type

If this column displays sticky notes, select the sticky note type to display, You can only display one type per column.

Override TCode

If you want different transaction code values displayed in different columns, then specify the transaction code for this column. Use this to report on salespeople or vehicles across the page.

Override GL Budget

Specify the budget code to report a specific budget which is different to other columns or the report default.

Excel Width

Specify the width for the column when exported to Excel.

Excel Heading 1

Enter the text to display on the top row of the column headings when exported to Excel. If the same wording is placed in consecutive columns, the wording is centered over those columns.

Excel Heading 2

Enter the words to display on the second row of the column headings when exported to Excel.

If you leave both Excel headings blank, the same headings are used as when displayed in Greentree.

Print Only if Budget

Select this option to show a value if it is a budget. This is used with the combined Actual or Budget column types.

Comment

Enter a comment to display if a column is transposed to a row.

• Report Maintenance

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