Defining settings for financial pivot analysis
Menu path
Go to Finance ➔ Reports ➔ Pivot analysis, and click Settings.
Introduction
This document provides the information to define the setting for a pivot analysis.
What version are you using?
The information in this document is based on product update 397. If you have versions lower than this, certain features explained here will not be applicable.
Fields
Display section
Server
Select this check box to display the server information of the selected database.
Administration
Select this check box to display the company ID of the selected database.
Closing entries
Select this check box to display closing balance entries. By default, this check box is not selected and therefore, the closing balance entries will not be displayed. Due to this, the profit and loss accounts will not have zero balances after performing the year-end closing.
Totals
Select this check box to display the total values of the selected columns in Columns.
Precision
Select 0, 1, 2 or 3 to indicate the required number of digits after the decimal point. The maximum is 3 digits. By default, the value is set to 0.
Grid lines section
Horizontal
Select this check box to display the pivot analysis with horizontal grid lines.
Vertical
Select this check box to display the pivot analysis with vertical grid lines.
Note: You can define these grid line colors at the Interface tab at System ➔ General ➔ User settings. Under Grid, select Grid lines: Horizontal or Grid lines: Vertical check box to enable the icon and select the preferred horizontal and vertical grid line colors.
Select section
Reporting date/Date
Select Date for entry date or Reporting date for the reporting date you want to view in the pivot analysis. The selected date option determines whether the entry date or reporting date is used during the grouping of fields in the Date category. For instance, Year, Month, Weekday, Quarter, Week and Period.
Button
Close
Click this to exit.
Related document
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
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Document ID: |
19.687.886 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |