How do I change the utilization report to separate data instead of combining it into columns?
- 03 Jun 2023
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How do I change the utilization report to separate data instead of combining it into columns?
- Updated on 03 Jun 2023
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Right now the gifts receipts and transfer column adds together those values and other columns also combine elements. How can I run the report so I can see the detail?
Answer:
Flex reports are fixed layout reports so there is no way you can change the layout of the unitization report to show the detail.
However, you can make a data grid that will use the f-fund-balance table as it's source and will have all the pieces that are stored in the table available for you to arrange in columns. To do this:
However, you can make a data grid that will use the f-fund-balance table as it's source and will have all the pieces that are stored in the table available for you to arrange in columns. To do this:
- Go to Inquiries\dynamic datagrid and choose the f-fund-balance table in the drop-down
- Create a data grid in the normal manner.
- Select the columns you want in the order you want them displayed.
- You will need to select on the pool-id and the cycle.
- The datagrid will not have column totals, but you can easily export into excel and add subtotals and other calculations if you need them.
- This option does allow you to get more detail data for investment analysis.
- The f-account-balance table is also available for investment account analysis.
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